|
101
|
Perigon Wealth Management
San Francisco,
California
|
$18.5M
|
-$27.6K
|
-587
|
-0.1%
|
|
|
102
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$18.2M
|
+$3.33M
|
+70,719
|
+21%
|
|
|
103
|
Tortoise Investment Management
White Plains,
New York
|
$18.1M
|
+$1.56M
|
+33,082
|
+9%
|
|
|
104
|
Tassel Capital Management
Matthews,
North Carolina
|
$17.7M
|
+$832K
|
+17,704
|
+5%
|
|
|
105
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$17.3M
|
+$1.85M
|
+39,413
|
+11%
|
|
|
106
|
Physician Wealth Advisors
Midvale,
Utah
|
$17.2M
|
+$85K
|
+1,808
|
+0.5%
|
|
|
107
|
Prudent Man Investment Management
Louisville,
Colorado
|
$17.1M
|
–
|
–
|
–
|
|
|
108
|
Lido Advisors
Los Angeles,
California
|
$16.2M
|
+$16.9M
|
+358,487
|
New
|
|
|
109
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$15.5M
|
+$481K
|
+10,229
|
+3%
|
|
|
110
|
Sollinda Capital Management
Miami,
Florida
|
$15.1M
|
+$1.85M
|
+39,441
|
+13%
|
|
|
111
|
Security Financial Services
Fort Wayne,
Indiana
|
$15.1M
|
+$172K
|
+3,649
|
+1%
|
|
|
112
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$14.9M
|
+$77K
|
+1,638
|
+0.5%
|
|
|
113
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$14.7M
|
+$70.6K
|
+1,501
|
+0.5%
|
|
|
114
|
Arax Advisory Partners
Denver,
Colorado
|
$14.3M
|
+$715K
|
+15,204
|
+5%
|
|
|
115
|
Farther Finance Advisors
San Francisco,
California
|
$14.2M
|
+$2.33M
|
+49,488
|
+19%
|
|
|
116
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$14.1M
|
-$121K
|
-2,571
|
-0.9%
|
|
|
117
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$13.9M
|
-$61.3K
|
-1,303
|
-0.4%
|
|
|
118
|
Park Avenue Securities
New York
|
$13.9M
|
+$2.7M
|
+57,465
|
+23%
|
|
|
119
|
North Capital
Salt Lake City,
Utah
|
$13.7M
|
+$587K
|
+12,476
|
+4%
|
|
|
120
|
Navigoe Wealth Management
Redondo Beach,
California
|
$13.6M
|
+$548K
|
+11,657
|
+4%
|
|
|
121
|
Hutchinson Capital Management
San Rafael,
California
|
$13.4M
|
-$1.27M
|
-26,957
|
-8%
|
|
|
122
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.4M
|
-$730K
|
-15,526
|
-5%
|
|
|
123
|
AssetMark Inc
Concord,
California
|
$12.9M
|
+$14.9K
|
+317
|
+0.1%
|
|
|
124
|
Weinberger Asset Management
Los Angeles,
California
|
$12.8M
|
+$1.21M
|
+25,642
|
+10%
|
|
|
125
|
Raymond James Financial
St Petersburg,
Florida
|
$12.8M
|
+$1.24M
|
+26,454
|
+10%
|
|
