|
126
|
Argos Wealth Advisors
Sacramento,
California
|
$33.3M
|
+$913K
|
+10,755
|
+2%
|
|
|
127
|
Beacon Pointe Advisors
Newport Beach,
California
|
$32.6M
|
-$2.06M
|
-24,289
|
-5%
|
|
|
128
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32.2M
|
-$240K
|
-2,823
|
-0.7%
|
|
|
129
|
Spinnaker Trust
Portland,
Maine
|
$31.9M
|
+$413K
|
+4,867
|
+1%
|
|
|
130
|
WESCAP Management Group
Glendale,
California
|
$31.8M
|
-$594K
|
-6,997
|
-2%
|
|
|
131
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$31.3M
|
+$1.54M
|
+18,167
|
+5%
|
|
|
132
|
BFSG LLC
Irvine,
California
|
$30.1M
|
+$943K
|
+11,108
|
+3%
|
|
|
133
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$30M
|
-$730K
|
-8,601
|
-2%
|
|
|
134
|
VPR Management
Houston,
Texas
|
$29.9M
|
–
|
–
|
–
|
|
|
135
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$29.4M
|
-$1.09M
|
-12,820
|
-2%
|
|
|
136
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$29.4M
|
+$15.6M
|
+183,599
|
+89%
|
|
|
137
|
Pathstone Holdings
Englewood,
New Jersey
|
$28.8M
|
+$20.5M
|
+241,094
|
+173%
|
|
|
138
|
Independent Family Office
Albany,
New York
|
$28.4M
|
+$193K
|
+2,271
|
+0.6%
|
|
|
139
|
Concurrent Investment Advisors
Tampa,
Florida
|
$28.3M
|
+$1.78M
|
+20,974
|
+6%
|
|
|
140
|
Equitable Holdings
New York
|
$28.1M
|
-$27.1M
|
-318,876
|
-46%
|
|
|
141
|
First Foundation Advisors
Irvine,
California
|
$27.1M
|
+$984K
|
+11,589
|
+3%
|
|
|
142
|
|
$26.8M
|
+$202K
|
+2,374
|
+0.7%
|
|
|
143
|
Shah Wealth Advisors
Chino Hills,
California
|
$26.8M
|
+$30.2M
|
+355,328
|
New
|
|
|
144
|
Leavell Investment Management
Mobile,
Alabama
|
$26.7M
|
+$2.55M
|
+30,009
|
+9%
|
|
|
145
|
Waverly Advisors
Birmingham,
Alabama
|
$26.7M
|
+$20.7M
|
+244,140
|
+223%
|
|
|
146
|
VCI Wealth Management
St Louis,
Missouri
|
$26.2M
|
+$2.5M
|
+29,399
|
+9%
|
|
|
147
|
Chemistry Wealth Management
New York
|
$26.1M
|
+$44K
|
+518
|
+0.1%
|
|
|
148
|
Modern Wealth Management
Lenexa,
Kansas
|
$26.1M
|
+$5.5M
|
+64,780
|
+23%
|
|
|
149
|
Perigon Wealth Management
San Francisco,
California
|
$26M
|
+$190K
|
+2,244
|
+0.7%
|
|
|
150
|
Arkos Global Advisors
Houston,
Texas
|
$25.9M
|
+$1.55M
|
+18,288
|
+6%
|
|
