|
201
|
Brighton Jones LLC
Seattle,
Washington
|
$18.6M
|
+$367K
|
+4,634
|
+2%
|
|
|
202
|
Allie Family Office
Miami,
Florida
|
$18.6M
|
+$248K
|
+3,127
|
+1%
|
|
|
203
|
Financial & Tax Architects
St Louis,
Missouri
|
$18.5M
|
+$443K
|
+5,597
|
+2%
|
|
|
204
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$18.4M
|
-$2.41M
|
-30,382
|
-11%
|
|
|
205
|
Personal CFO Solutions
Chester,
New Jersey
|
$18.2M
|
+$17.9M
|
+225,534
|
+3,292%
|
|
|
206
|
Painted Porch Advisors
Santa Barbara,
California
|
$18.2M
|
+$1.7M
|
+21,514
|
+10%
|
|
|
207
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$18.1M
|
-$1.02M
|
-12,850
|
-5%
|
|
|
208
|
Prosperity Planning
Kansas City,
Missouri
|
$17.9M
|
+$146K
|
+1,844
|
+0.8%
|
|
|
209
|
Regis Management Company
Menlo Park,
California
|
$17.9M
|
–
|
–
|
–
|
|
|
210
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$17.8M
|
-$17.6K
|
-222
|
-0.1%
|
|
|
211
|
Avantax Advisory Services
Dallas,
Texas
|
$17.7M
|
+$4.29M
|
+54,118
|
+31%
|
|
|
212
|
RVW Wealth
Los Angeles,
California
|
$17.5M
|
-$924K
|
-11,659
|
-5%
|
|
|
213
|
Patton Fund Management
Dallas,
Texas
|
$17M
|
-$644K
|
-8,129
|
-4%
|
|
|
214
|
|
$17M
|
+$1.68M
|
+21,220
|
+11%
|
|
|
215
|
Corebridge Financial
Houston,
Texas
|
$16.6M
|
+$16.7M
|
+211,300
|
New
|
|
|
216
|
Callan Family Office
Radnor,
Pennsylvania
|
$16.4M
|
-$1.13M
|
-14,292
|
-6%
|
|
|
217
|
Park Avenue Securities
New York
|
$16.4M
|
+$12.1M
|
+153,263
|
+271%
|
|
|
218
|
SG Americas Securities
New York
|
$16.4M
|
-$23.2M
|
-292,991
|
-58%
|
|
|
219
|
Quest Investment Management
Lake Oswego,
Oregon
|
$16.4M
|
-$107K
|
-1,351
|
-0.6%
|
|
|
220
|
US Financial Advisors
Braintree,
Massachusetts
|
$16.3M
|
+$823K
|
+10,386
|
+5%
|
|
|
221
|
Hantz Financial Services
Southfield,
Michigan
|
$16.2M
|
-$3.36M
|
-42,441
|
-17%
|
|
|
222
|
Allen Investment Management
New York
|
$16.1M
|
-$4.86M
|
-61,350
|
-23%
|
|
|
223
|
Parallel Advisors
San Francisco,
California
|
$16.1M
|
-$611K
|
-7,716
|
-4%
|
|
|
224
|
Evercore Wealth Management
New York
|
$15.9M
|
-$423K
|
-5,334
|
-3%
|
|
|
225
|
Kaydan Wealth Management
Fenton,
Michigan
|
$15.5M
|
-$226K
|
-2,859
|
-1%
|
|
