|
201
|
Tarbox Family Office
Newport Beach,
California
|
$12.1M
|
-$5.16M
|
-16,516
|
-30%
|
|
|
202
|
Private Advisor Group
Morristown,
New Jersey
|
$12M
|
+$257K
|
+824
|
+2%
|
|
|
203
|
Plancorp LLC
Saint Louis,
Missouri
|
$11.8M
|
-$553K
|
-1,771
|
-5%
|
|
|
204
|
US Bancorp
Minneapolis,
Minnesota
|
$11.8M
|
-$60.6K
|
-194
|
-0.5%
|
|
|
205
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$11.7M
|
-$32.8K
|
-105
|
-0.3%
|
|
|
206
|
Whittier Trust
South Pasadena,
California
|
$11.7M
|
-$187K
|
-598
|
-2%
|
|
|
207
|
Continuum Advisory
Eagle,
Idaho
|
$11.6M
|
-$47.8K
|
-153
|
-0.4%
|
|
|
208
|
Capital Planning
Bellevue,
Washington
|
$11.5M
|
+$375K
|
+1,200
|
+3%
|
|
|
209
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$11.5M
|
+$32.2K
|
+103
|
+0.3%
|
|
|
210
|
Idaho Trust Bank
Boise,
Idaho
|
$11.5M
|
-$2.03M
|
-6,494
|
-15%
|
|
|
211
|
Balentine LLC
Atlanta,
Georgia
|
$11.3M
|
-$27.4M
|
-87,691
|
-71%
|
|
|
212
|
BIP Wealth
Atlanta,
Georgia
|
$11.1M
|
-$101K
|
-323
|
-0.9%
|
|
|
213
|
Gibson Capital
Wexford,
Pennsylvania
|
$11.1M
|
–
|
–
|
–
|
|
|
214
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$11.1M
|
+$16.7M
|
+53,552
|
New
|
|
|
215
|
|
$10.9M
|
-$487K
|
-1,558
|
-4%
|
|
|
216
|
Integrated Advisors Network
Dallas,
Texas
|
$10.9M
|
-$1.66M
|
-5,325
|
-13%
|
|
|
217
|
Transcend Capital Advisors
Madison,
New Jersey
|
$10.5M
|
-$55.9K
|
-179
|
-0.5%
|
|
|
218
|
Downshift Financial
Boulder,
Colorado
|
$10.4M
|
+$10.5M
|
+33,602
|
New
|
|
|
219
|
Northeast Investment Management
Boston,
Massachusetts
|
$10.4M
|
-$347K
|
-1,110
|
-3%
|
|
|
220
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.4M
|
+$6.56K
|
+21
|
+0.1%
|
|
|
221
|
Citizens Financial Group
Providence,
Rhode Island
|
$10.3M
|
+$134K
|
+428
|
+1%
|
|
|
222
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$9.84M
|
+$278K
|
+890
|
+3%
|
|
|
223
|
Tortoise Investment Management
White Plains,
New York
|
$9.68M
|
+$106K
|
+340
|
+1%
|
|
|
224
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$9.62M
|
+$749K
|
+2,400
|
+9%
|
|
|
225
|
Mayport LLC
Newton,
Massachusetts
|
$9.61M
|
+$490K
|
+1,569
|
+5%
|
|
