|
151
|
Destination Wealth Management
Walnut Creek,
California
|
$1M
|
+$183K
|
+3,191
|
+22%
|
|
|
152
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$987K
|
+$435K
|
+7,570
|
+50%
|
|
|
153
|
Conquis Financial
Milbrae,
California
|
$981K
|
+$984K
|
+17,118
|
New
|
|
|
154
|
Prospera Financial Services
Dallas,
Texas
|
$973K
|
+$977K
|
+16,995
|
New
|
|
|
155
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$973K
|
–
|
–
|
–
|
|
|
156
|
Engineers Gate Manager
New York
|
$959K
|
+$963K
|
+16,746
|
New
|
|
|
157
|
LM Advisors
San Diego,
California
|
$932K
|
–
|
–
|
–
|
|
|
158
|
LifeWealth Investments
Winter Garden,
Florida
|
$905K
|
+$909K
|
+15,806
|
New
|
|
|
159
|
Boltwood Capital Management
Walnut Creek,
California
|
$857K
|
-$14.4K
|
-250
|
-2%
|
|
|
160
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$838K
|
+$51.6K
|
+898
|
+7%
|
|
|
161
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$804K
|
+$237K
|
+4,113
|
+41%
|
|
|
162
|
TME Financial
Huntington Beach,
California
|
$770K
|
+$761K
|
+13,243
|
New
|
|
|
163
|
Cresset Asset Management
Chicago,
Illinois
|
$757K
|
+$760K
|
+13,210
|
New
|
|
|
164
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$748K
|
–
|
–
|
–
|
|
|
165
|
Ariston Services Group
San Diego,
California
|
$737K
|
–
|
–
|
–
|
|
|
166
|
Tenon Financial
Metuchen,
New Jersey
|
$734K
|
–
|
–
|
–
|
|
|
167
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$728K
|
+$35K
|
+609
|
+5%
|
|
|
168
|
Capital Insight Partners
Scottsdale,
Arizona
|
$727K
|
+$171K
|
+2,975
|
+31%
|
|
|
169
|
Greykasell Wealth Strategies
Danville,
California
|
$725K
|
+$728K
|
+12,662
|
New
|
|
|
170
|
Comerica Bank
Dallas,
Texas
|
$723K
|
+$50.4K
|
+877
|
+7%
|
|
|
171
|
Bristlecone Advisors
Bellevue,
Washington
|
$716K
|
+$48.4K
|
+841
|
+7%
|
|
|
172
|
NDWM LLC
La Jolla,
California
|
$716K
|
+$291K
|
+5,057
|
+68%
|
|
|
173
|
Mattern Capital Management
Lakewood,
Colorado
|
$706K
|
+$60.3K
|
+1,049
|
+9%
|
|
|
174
|
Adero Partners
Pleasanton,
California
|
$703K
|
–
|
–
|
–
|
|
|
175
|
Pathstone Holdings
Englewood,
New Jersey
|
$702K
|
+$711K
|
+12,367
|
New
|
|
