|
201
|
Forte Capital
Rochester,
New York
|
$27M
|
–
|
–
|
–
|
|
|
202
|
Arax Advisory Partners
Denver,
Colorado
|
$26.9M
|
+$8.01M
|
+54,921
|
+43%
|
|
|
203
|
Banco Santander
Madrid,
Spain
|
$26.6M
|
+$23M
|
+157,676
|
+696%
|
|
|
204
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$25.9M
|
-$416K
|
-2,852
|
-2%
|
|
|
205
|
Carlson Capital Management
Northfield,
Minnesota
|
$25M
|
-$774K
|
-5,305
|
-3%
|
|
|
206
|
Parametric Portfolio Associates
Seattle,
Washington
|
$24.9M
|
+$4.02M
|
+27,571
|
+20%
|
|
|
207
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$24.7M
|
-$2.66M
|
-18,206
|
-10%
|
|
|
208
|
NWAM LLC
Mercer Island,
Washington
|
$24.1M
|
-$52.1K
|
-357
|
-0.2%
|
|
|
209
|
SignatureFD
Atlanta,
Georgia
|
$24.1M
|
+$586K
|
+4,013
|
+3%
|
|
|
210
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$24.1M
|
+$6.86M
|
+47,000
|
+41%
|
|
|
211
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$24.1M
|
+$3.39M
|
+23,216
|
+17%
|
|
|
212
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$23.9M
|
+$1.89M
|
+12,986
|
+9%
|
|
|
213
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$23.9M
|
+$2.82M
|
+19,349
|
+14%
|
|
|
214
|
Hemington Wealth Management
Falls Church,
Virginia
|
$23.7M
|
-$2.39M
|
-16,369
|
-9%
|
|
|
215
|
Checchi Capital Advisers
Beverly Hills,
California
|
$23.6M
|
+$8.25M
|
+56,558
|
+55%
|
|
|
216
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.4M
|
+$13.3M
|
+91,345
|
+136%
|
|
|
217
|
First American Trust
Santa Ana,
California
|
$23M
|
-$2.19M
|
-15,000
|
-9%
|
|
|
218
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$22.4M
|
-$5.37M
|
-36,773
|
-20%
|
|
|
219
|
Courier Capital
Buffalo,
New York
|
$22.4M
|
-$474K
|
-3,247
|
-2%
|
|
|
220
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$22.3M
|
-$224K
|
-1,536
|
-1%
|
|
|
221
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$22.3M
|
+$126M
|
+860,264
|
+699%
|
|
|
222
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$22.2M
|
-$248K
|
-1,701
|
-1%
|
|
|
223
|
Simon Quick Advisors
Morristown,
New Jersey
|
$22.2M
|
+$4.25M
|
+29,129
|
+24%
|
|
|
224
|
Coldstream Capital Management
Bellevue,
Washington
|
$22.2M
|
+$87.7K
|
+601
|
+0.4%
|
|
|
225
|
Quest Investment Management
Lake Oswego,
Oregon
|
$22.2M
|
+$13.8M
|
+94,392
|
+170%
|
|
