|
201
|
Linscomb Wealth
Houston,
Texas
|
$11.5M
|
-$386K
|
-3,597
|
-3%
|
|
|
202
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.5M
|
-$905K
|
-8,439
|
-7%
|
|
|
203
|
Fidelity Investments
Boston,
Massachusetts
|
$11.5M
|
-$74.2K
|
-692
|
-0.6%
|
|
|
204
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$11.2M
|
-$9.34K
|
-87
|
-0.1%
|
|
|
205
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$11.2M
|
+$1.26M
|
+11,723
|
+12%
|
|
|
206
|
|
$11.1M
|
-$951K
|
-8,868
|
-8%
|
|
|
207
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11M
|
-$34K
|
-317
|
-0.3%
|
|
|
208
|
Rockefeller Capital Management
New York
|
$10.9M
|
+$188K
|
+1,753
|
+2%
|
|
|
209
|
Transcend Capital Advisors
Madison,
New Jersey
|
$10.9M
|
+$32.6K
|
+304
|
+0.3%
|
|
|
210
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$10.8M
|
+$751K
|
+6,996
|
+7%
|
|
|
211
|
Ballast Inc
Lexington,
Kentucky
|
$10.8M
|
+$178K
|
+1,655
|
+2%
|
|
|
212
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.7M
|
-$1.21M
|
-11,235
|
-10%
|
|
|
213
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$10.7M
|
+$801K
|
+7,469
|
+8%
|
|
|
214
|
Focus Financial Network
Minneapolis,
Minnesota
|
$10.6M
|
+$264K
|
+2,464
|
+2%
|
|
|
215
|
Evergreen Capital Management
Bellevue,
Washington
|
$10.6M
|
+$48K
|
+447
|
+0.4%
|
|
|
216
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$10.5M
|
+$177K
|
+1,649
|
+2%
|
|
|
217
|
Waverly Advisors
Birmingham,
Alabama
|
$10.5M
|
+$2.5M
|
+23,277
|
+30%
|
|
|
218
|
Westside Investment Management
Santa Monica,
California
|
$10.5M
|
+$564K
|
+5,253
|
+5%
|
|
|
219
|
Cresset Asset Management
Chicago,
Illinois
|
$10.4M
|
-$2.14M
|
-19,933
|
-17%
|
|
|
220
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$10.4M
|
-$540K
|
-5,031
|
-5%
|
|
|
221
|
Executive Wealth Group
Kirkland,
Washington
|
$10.2M
|
+$53.4K
|
+498
|
+0.5%
|
|
|
222
|
Howard Wealth Management
Madison,
Connecticut
|
$10.1M
|
+$149K
|
+1,388
|
+1%
|
|
|
223
|
Comerica Securities
Detroit,
Michigan
|
$10.1M
|
+$117K
|
+1,093
|
+1%
|
|
|
224
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$10.1M
|
-$464K
|
-4,325
|
-4%
|
|
|
225
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$10M
|
+$34.3K
|
+320
|
+0.3%
|
|
