|
101
|
Highland Private Wealth Management
Bellevue,
Washington
|
$19.5M
|
+$631K
|
+18,477
|
+3%
|
|
|
102
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$18.9M
|
+$777K
|
+22,729
|
+4%
|
|
|
103
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$18.6M
|
+$518K
|
+15,167
|
+3%
|
|
|
104
|
Chatham Capital Group
Savannah,
Georgia
|
$18.3M
|
+$672K
|
+19,670
|
+4%
|
|
|
105
|
Nottingham Advisors
Amherst,
New York
|
$18.2M
|
+$5.17M
|
+151,212
|
+37%
|
|
|
106
|
Narwhal Capital Management
Marietta,
Georgia
|
$18.1M
|
+$1.23M
|
+36,045
|
+7%
|
|
|
107
|
M&T Bank
Buffalo,
New York
|
$17.7M
|
-$2.09M
|
-61,257
|
-10%
|
|
|
108
|
Confluence Investment Management
St. Louis,
Missouri
|
$17.6M
|
-$2.15M
|
-62,964
|
-10%
|
|
|
109
|
Goldstein Munger & Associates
San Ramon,
California
|
$17.5M
|
-$223K
|
-6,534
|
-1%
|
|
|
110
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$17.4M
|
+$164K
|
+4,813
|
+0.9%
|
|
|
111
|
Equitable Holdings
New York
|
$17.2M
|
+$213K
|
+6,229
|
+1%
|
|
|
112
|
First American Trust
Santa Ana,
California
|
$16.7M
|
-$52.9K
|
-1,548
|
-0.3%
|
|
|
113
|
Capital Bank & Trust
Irvine,
California
|
$16M
|
-$512K
|
-14,971
|
-3%
|
|
|
114
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$16M
|
-$2.32M
|
-67,916
|
-12%
|
|
|
115
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$15.8M
|
–
|
–
|
–
|
|
|
116
|
AllGen Financial Advisors
Orlando,
Florida
|
$15.3M
|
+$194K
|
+5,684
|
+1%
|
|
|
117
|
Biltmore Family Office
Charlotte,
North Carolina
|
$14.9M
|
+$330K
|
+9,662
|
+2%
|
|
|
118
|
Creative Planning
Overland Park,
Kansas
|
$14.8M
|
+$253K
|
+7,403
|
+2%
|
|
|
119
|
|
$14.7M
|
-$6.17M
|
-180,591
|
-29%
|
|
|
120
|
BFSG LLC
Irvine,
California
|
$14.6M
|
+$828K
|
+24,236
|
+6%
|
|
|
121
|
MACRO Consulting Group
Parsippany,
New Jersey
|
$14.4M
|
+$1.12M
|
+32,679
|
+8%
|
|
|
122
|
Prudential Financial
Newark,
New Jersey
|
$14.4M
|
-$406K
|
-11,886
|
-3%
|
|
|
123
|
GenWealth Group
Maplewood,
New Jersey
|
$14.3M
|
+$1.89M
|
+55,423
|
+14%
|
|
|
124
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$14.2M
|
+$171K
|
+5,007
|
+1%
|
|
|
125
|
Rockefeller Capital Management
New York
|
$13.5M
|
+$1.16M
|
+33,910
|
+9%
|
|
