|
351
|
Madrona Financial Services
Everett,
Washington
|
$13M
|
+$199K
|
+2,671
|
+2%
|
|
|
352
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$13M
|
+$6.77M
|
+90,925
|
+108%
|
|
|
353
|
Spirepoint Private Client
Vero Beach,
Florida
|
$12.9M
|
+$2.93M
|
+39,428
|
+29%
|
|
|
354
|
Perigon Wealth Management
San Francisco,
California
|
$12.8M
|
-$310K
|
-4,166
|
-2%
|
|
|
355
|
MGO Private Wealth
Irvine,
California
|
$12.8M
|
-$39.5K
|
-531
|
-0.3%
|
|
|
356
|
DSG Capital Advisors
Edina,
Minnesota
|
$12.8M
|
-$200K
|
-2,683
|
-2%
|
|
|
357
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$12.8M
|
+$755K
|
+10,146
|
+6%
|
|
|
358
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$12.6M
|
+$633K
|
+8,500
|
+5%
|
|
|
359
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$12.6M
|
+$2.27M
|
+30,523
|
+22%
|
|
|
360
|
Gould Capital
Tacoma,
Washington
|
$12.6M
|
-$104K
|
-1,404
|
-0.8%
|
|
|
361
|
Newport Capital Group
Red Bank,
New Jersey
|
$12.5M
|
+$684K
|
+9,190
|
+6%
|
|
|
362
|
Independent Financial Group
San Diego,
California
|
$12.5M
|
+$3.27M
|
+43,913
|
+35%
|
|
|
363
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$12.5M
|
+$115K
|
+1,546
|
+0.9%
|
|
|
364
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.3M
|
-$215K
|
-2,886
|
-2%
|
|
|
365
|
Cyr Financial
Hennepin,
Illinois
|
$12.3M
|
+$2.21M
|
+29,673
|
+22%
|
|
|
366
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$12.2M
|
+$75.5K
|
+1,014
|
+0.6%
|
|
|
367
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$12M
|
+$39.2K
|
+527
|
+0.3%
|
|
|
368
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12M
|
+$1.8M
|
+24,177
|
+18%
|
|
|
369
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$12M
|
+$306K
|
+4,106
|
+3%
|
|
|
370
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$11.9M
|
–
|
–
|
–
|
|
|
371
|
Troutman Wealth Management
Malvern,
Pennsylvania
|
$11.9M
|
+$12M
|
+160,620
|
New
|
|
|
372
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$11.9M
|
-$1.82M
|
-24,418
|
-13%
|
|
|
373
|
Lido Advisors
Los Angeles,
California
|
$11.9M
|
+$487K
|
+6,545
|
+4%
|
|
|
374
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$11.8M
|
+$83K
|
+1,115
|
+0.7%
|
|
|
375
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$11.8M
|
–
|
–
|
–
|
|
