|
101
|
Fountainhead AM
Warren,
New Jersey
|
$21.9M
|
+$4.46M
|
+18,571
|
+27%
|
|
|
102
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$21.7M
|
-$676K
|
-2,814
|
-3%
|
|
|
103
|
Kennicott Capital Management
Corte Madera,
California
|
$21M
|
+$1.32M
|
+5,500
|
+7%
|
|
|
104
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$20.8M
|
+$203K
|
+846
|
+1%
|
|
|
105
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$20.6M
|
–
|
–
|
–
|
|
|
106
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$20.5M
|
+$19.8M
|
+82,253
|
New
|
|
|
107
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$20.2M
|
+$312K
|
+1,298
|
+2%
|
|
|
108
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.1M
|
-$313K
|
-1,302
|
-2%
|
|
|
109
|
Bristlecone Advisors
Bellevue,
Washington
|
$20M
|
-$90.1K
|
-375
|
-0.5%
|
|
|
110
|
Verus Financial Partners
Richmond,
Virginia
|
$19.6M
|
-$3.32M
|
-13,831
|
-15%
|
|
|
111
|
SPC Financial Inc
Rockville,
Maryland
|
$19.2M
|
-$487K
|
-2,027
|
-3%
|
|
|
112
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$18.4M
|
+$1.06M
|
+4,433
|
+6%
|
|
|
113
|
Pinnacle Associates
New York
|
$18.4M
|
-$18K
|
-75
|
-0.1%
|
|
|
114
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$18.1M
|
-$426K
|
-1,775
|
-2%
|
|
|
115
|
Wealth Architects
Mountain View,
California
|
$18.1M
|
-$707K
|
-2,944
|
-4%
|
|
|
116
|
Truist Financial
Charlotte,
North Carolina
|
$17.9M
|
-$586K
|
-2,438
|
-3%
|
|
|
117
|
Naples Global Advisors
Naples,
Florida
|
$16.5M
|
-$79.3K
|
-330
|
-0.5%
|
|
|
118
|
WhitTier Trust Company
Reno,
Nevada
|
$16.5M
|
-$82.2K
|
-342
|
-0.5%
|
|
|
119
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$16.4M
|
-$414K
|
-1,723
|
-3%
|
|
|
120
|
CX Institutional
Auburn,
Indiana
|
$16.1M
|
+$1.29M
|
+5,363
|
+9%
|
|
|
121
|
SageView Advisory Group
Newport Beach,
California
|
$15.8M
|
+$15.2M
|
+63,118
|
New
|
|
|
122
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$15.3M
|
+$4.33M
|
+18,019
|
+42%
|
|
|
123
|
Financial Management Professionals
Austin,
Texas
|
$15.3M
|
+$221K
|
+922
|
+2%
|
|
|
124
|
United Capital Financial Advisors
Irving,
Texas
|
$15.2M
|
-$334K
|
-1,391
|
-2%
|
|
|
125
|
Adams Wealth Management
Logan,
Utah
|
$15.1M
|
+$1.11M
|
+4,602
|
+8%
|
|
