|
201
|
SlateStone Wealth
Jupiter,
Florida
|
$13.2M
|
-$476K
|
-4,010
|
-3%
|
|
|
202
|
Holt Capital Partners
Fort Worth,
Texas
|
$13.2M
|
-$10.2M
|
-86,282
|
-44%
|
|
|
203
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$13.2M
|
+$669K
|
+5,640
|
+5%
|
|
|
204
|
Ballast Inc
Lexington,
Kentucky
|
$13M
|
+$174K
|
+1,469
|
+1%
|
|
|
205
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$12.7M
|
-$50.5K
|
-426
|
-0.4%
|
|
|
206
|
Miracle Mile Advisors
Los Angeles,
California
|
$12.5M
|
+$1.32M
|
+11,144
|
+12%
|
|
|
207
|
McNaughton Wealth Management
San Diego,
California
|
$12.5M
|
+$399K
|
+3,366
|
+3%
|
|
|
208
|
Steele Capital Management
Dubuque,
Iowa
|
$12.4M
|
+$929K
|
+7,830
|
+8%
|
|
|
209
|
Apeiron RIA
Dallas,
Texas
|
$12.4M
|
-$1.22M
|
-10,328
|
-9%
|
|
|
210
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$12.3M
|
-$202K
|
-1,703
|
-2%
|
|
|
211
|
|
$12.3M
|
-$95.7K
|
-807
|
-0.8%
|
|
|
212
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.2M
|
-$131K
|
-1,101
|
-1%
|
|
|
213
|
Penserra Capital Management
Orinda,
California
|
$12.2M
|
+$8.26M
|
+69,630
|
+209%
|
|
|
214
|
PFG Private Wealth Management
Lutz,
Florida
|
$12.2M
|
+$569K
|
+4,798
|
+5%
|
|
|
215
|
Howard Wealth Management
Madison,
Connecticut
|
$12M
|
+$294K
|
+2,478
|
+3%
|
|
|
216
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$11.9M
|
+$555K
|
+4,684
|
+5%
|
|
|
217
|
Hancock Whitney
Gulfport,
Mississippi
|
$11.8M
|
-$124K
|
-1,047
|
-1%
|
|
|
218
|
Highland Financial Advisors
Wayne,
New Jersey
|
$11.7M
|
-$17.5M
|
-147,542
|
-60%
|
|
|
219
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$11.7M
|
-$198K
|
-1,666
|
-2%
|
|
|
220
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$11.7M
|
+$11.7M
|
+98,399
|
New
|
|
|
221
|
Linscomb Wealth
Houston,
Texas
|
$11.6M
|
-$231K
|
-1,952
|
-2%
|
|
|
222
|
Clearstead Advisors
Cleveland,
Ohio
|
$11.5M
|
+$6.23M
|
+52,538
|
+118%
|
|
|
223
|
Stokes Family Office
New Orleans,
Louisiana
|
$11.5M
|
-$595K
|
-5,015
|
-5%
|
|
|
224
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.4M
|
-$681K
|
-5,742
|
-6%
|
|
|
225
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$11.3M
|
-$253K
|
-2,133
|
-2%
|
|
