|
101
|
Evolution Wealth Advisors
Aventura,
Florida
|
$23.4M
|
-$6.86M
|
-100,588
|
-20%
|
|
|
102
|
Trek Financial
Scottsdale,
Arizona
|
$23.1M
|
+$8.52M
|
+124,804
|
+47%
|
|
|
103
|
Zurich Insurance Group
Zurich,
Switzerland
|
$23M
|
+$63.7K
|
+934
|
+0.2%
|
|
|
104
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$22.9M
|
+$7.14M
|
+104,554
|
+37%
|
|
|
105
|
Graypoint LLC
Albany,
New York
|
$22.5M
|
-$4.27M
|
-62,582
|
-14%
|
|
|
106
|
MAI Capital Management
Independence,
Ohio
|
$22.1M
|
+$2.02M
|
+29,638
|
+9%
|
|
|
107
|
Colony Group
Boston,
Massachusetts
|
$21.9M
|
-$240K
|
-3,518
|
-0.9%
|
|
|
108
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$21.7M
|
-$428K
|
-6,278
|
-2%
|
|
|
109
|
Creative Planning
Overland Park,
Kansas
|
$21.7M
|
-$1.23M
|
-17,992
|
-5%
|
|
|
110
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$21.6M
|
–
|
–
|
–
|
|
|
111
|
55I LLC
Boston,
Massachusetts
|
$20.9M
|
+$3.07M
|
+45,038
|
+15%
|
|
|
112
|
Vickerman Investment Advisors
Spokane,
Washington
|
$20.4M
|
+$1.36M
|
+19,930
|
+6%
|
|
|
113
|
Crestone Asset Management
Boulder,
Colorado
|
$19.8M
|
+$6.37M
|
+93,396
|
+39%
|
|
|
114
|
Davenport & Co
Richmond,
Virginia
|
$19.7M
|
-$948K
|
-13,886
|
-4%
|
|
|
115
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$19.5M
|
+$22.1M
|
+324,284
|
+8,031%
|
|
|
116
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$19.4M
|
-$676K
|
-9,904
|
-3%
|
|
|
117
|
Oakworth Capital
Birmingham,
Alabama
|
$19.2M
|
+$34.1K
|
+500
|
+0.2%
|
|
|
118
|
Biltmore Wealth Management
Tempe,
Arizona
|
$18.8M
|
+$256K
|
+3,750
|
+1%
|
|
|
119
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$18.5M
|
-$4.54M
|
-66,522
|
-18%
|
|
|
120
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$18.1M
|
-$174K
|
-2,550
|
-0.8%
|
|
|
121
|
|
$18.1M
|
+$1.43M
|
+21,022
|
+7%
|
|
|
122
|
PFS Investments
Duluth,
Georgia
|
$18M
|
+$1.07M
|
+15,730
|
+5%
|
|
|
123
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$17.8M
|
+$5.29M
|
+77,550
|
+35%
|
|
|
124
|
First Interstate Bank
Billings,
Montana
|
$17.8M
|
+$525K
|
+7,696
|
+3%
|
|
|
125
|
Spectrum Management Group
Indianapolis,
Indiana
|
$17.7M
|
-$1.53M
|
-22,388
|
-7%
|
|
