|
201
|
SlateStone Wealth
Jupiter,
Florida
|
$13.1M
|
-$564K
|
-5,363
|
-4%
|
|
|
202
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$13M
|
–
|
–
|
–
|
|
|
203
|
Rockefeller Capital Management
New York
|
$12.9M
|
+$1M
|
+9,561
|
+9%
|
|
|
204
|
HeadInvest LLC
Portland,
Maine
|
$12.8M
|
-$171K
|
-1,630
|
-1%
|
|
|
205
|
PFG Advisors
Phoenix,
Arizona
|
$12.8M
|
-$287K
|
-2,732
|
-2%
|
|
|
206
|
NinePointTwo Capital
Los Angeles,
California
|
$12.8M
|
–
|
–
|
–
|
|
|
207
|
Focus Financial Network
Minneapolis,
Minnesota
|
$12.4M
|
+$825K
|
+7,855
|
+8%
|
|
|
208
|
First National Trust
Hermitage,
Pennsylvania
|
$12.1M
|
+$2.01M
|
+19,089
|
+21%
|
|
|
209
|
Ballast Inc
Lexington,
Kentucky
|
$12M
|
+$299K
|
+2,847
|
+3%
|
|
|
210
|
Cresset Asset Management
Chicago,
Illinois
|
$11.9M
|
+$656K
|
+6,242
|
+6%
|
|
|
211
|
|
$11.9M
|
-$118K
|
-1,126
|
-1%
|
|
|
212
|
Hancock Whitney
Gulfport,
Mississippi
|
$11.8M
|
-$729K
|
-6,941
|
-6%
|
|
|
213
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$11.8M
|
-$267K
|
-2,544
|
-2%
|
|
|
214
|
Linscomb Wealth
Houston,
Texas
|
$11.6M
|
-$739K
|
-7,030
|
-6%
|
|
|
215
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.4M
|
-$105K
|
-999
|
-1%
|
|
|
216
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.3M
|
-$1.16M
|
-11,038
|
-10%
|
|
|
217
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$11.3M
|
+$3.78M
|
+36,010
|
+55%
|
|
|
218
|
McNaughton Wealth Management
San Diego,
California
|
$11.2M
|
+$427K
|
+4,063
|
+4%
|
|
|
219
|
Howard Wealth Management
Madison,
Connecticut
|
$11M
|
+$86.2K
|
+820
|
+0.8%
|
|
|
220
|
Executive Wealth Group
Kirkland,
Washington
|
$10.9M
|
-$149K
|
-1,419
|
-1%
|
|
|
221
|
NWAM LLC
Mercer Island,
Washington
|
$10.8M
|
+$9.85M
|
+93,757
|
+3,126%
|
|
|
222
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$10.8M
|
-$65.3K
|
-621
|
-0.6%
|
|
|
223
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$10.8M
|
-$552K
|
-5,255
|
-5%
|
|
|
224
|
Brown Advisory
Baltimore,
Maryland
|
$10.7M
|
-$7.3M
|
-69,445
|
-42%
|
|
|
225
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$10.6M
|
+$31K
|
+295
|
+0.3%
|
|
