|
101
|
James Reed Financial Services
Cleveland,
Ohio
|
$23M
|
+$23.2M
|
+85,443
|
New
|
|
|
102
|
Rockefeller Capital Management
New York
|
$23M
|
-$4.11M
|
-15,160
|
-15%
|
|
|
103
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$22.9M
|
+$710K
|
+2,620
|
+3%
|
|
|
104
|
Kennicott Capital Management
Corte Madera,
California
|
$22.6M
|
-$477K
|
-1,762
|
-2%
|
|
|
105
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$22.5M
|
+$676K
|
+2,495
|
+3%
|
|
|
106
|
Atria Investments
Charlotte,
North Carolina
|
$22.2M
|
+$10.5M
|
+38,692
|
+89%
|
|
|
107
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22.2M
|
+$467K
|
+1,722
|
+2%
|
|
|
108
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$20.5M
|
+$473K
|
+1,746
|
+2%
|
|
|
109
|
Verus Financial Partners
Richmond,
Virginia
|
$20.1M
|
-$107K
|
-394
|
-0.5%
|
|
|
110
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$20M
|
+$242K
|
+894
|
+1%
|
|
|
111
|
Pinnacle Associates
New York
|
$19.9M
|
+$24.1K
|
+89
|
+0.1%
|
|
|
112
|
Choreo LLC
Rockford,
Illinois
|
$19.6M
|
-$5.65M
|
-20,839
|
-22%
|
|
|
113
|
Strategic Equity Management
Tucson,
Arizona
|
$19.6M
|
+$4M
|
+14,780
|
+26%
|
|
|
114
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$19.2M
|
-$2.78M
|
-10,268
|
-13%
|
|
|
115
|
Truist Financial
Charlotte,
North Carolina
|
$18.9M
|
-$915K
|
-3,375
|
-5%
|
|
|
116
|
AQR Capital Management
Greenwich,
Connecticut
|
$18.8M
|
+$13.8M
|
+50,817
|
+271%
|
|
|
117
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$18.6M
|
-$596K
|
-2,200
|
-3%
|
|
|
118
|
Wealth Architects
Mountain View,
California
|
$18.3M
|
-$587K
|
-2,168
|
-3%
|
|
|
119
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$17.7M
|
-$4.19M
|
-15,462
|
-19%
|
|
|
120
|
WhitTier Trust Company
Reno,
Nevada
|
$17.7M
|
+$14.9K
|
+55
|
+0.1%
|
|
|
121
|
Naples Global Advisors
Naples,
Florida
|
$16.8M
|
-$436K
|
-1,610
|
-3%
|
|
|
122
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$16.7M
|
-$418K
|
-1,542
|
-2%
|
|
|
123
|
Financial Management Professionals
Austin,
Texas
|
$16.5M
|
-$107K
|
-396
|
-0.6%
|
|
|
124
|
SageView Advisory Group
Newport Beach,
California
|
$16.5M
|
+$1.17M
|
+4,308
|
+8%
|
|
|
125
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$16.4M
|
+$378K
|
+1,394
|
+2%
|
|
