|
151
|
Litman Gregory Wealth Management
Larkspur,
California
|
$14.8M
|
-$1.57M
|
-18,426
|
-10%
|
|
|
152
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$14.8M
|
+$14.9M
|
+174,005
|
New
|
|
|
153
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13.6M
|
-$21.1M
|
-246,808
|
-61%
|
|
|
154
|
NWAM LLC
Mercer Island,
Washington
|
$13.5M
|
+$222K
|
+2,602
|
+2%
|
|
|
155
|
Tortoise Investment Management
White Plains,
New York
|
$13.5M
|
+$235K
|
+2,757
|
+2%
|
|
|
156
|
Brighton Jones LLC
Seattle,
Washington
|
$13.4M
|
+$247K
|
+2,895
|
+2%
|
|
|
157
|
MA Private Wealth
San Carlos,
California
|
$13.1M
|
-$5.4M
|
-63,255
|
-29%
|
|
|
158
|
Northern Trust
Chicago,
Illinois
|
$13.1M
|
+$39.9K
|
+468
|
+0.3%
|
|
|
159
|
Weatherly Asset Management
Del Mar,
California
|
$13M
|
+$1.69M
|
+19,851
|
+15%
|
|
|
160
|
Aft Forsyth & Sober
Valrico,
Florida
|
$12.8M
|
-$213K
|
-2,500
|
-2%
|
|
|
161
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$12.5M
|
+$620K
|
+7,260
|
+5%
|
|
|
162
|
Atria Wealth Solutions
New York
|
$12.5M
|
-$160K
|
-1,877
|
-1%
|
|
|
163
|
Gleason Group
Prospect,
Kentucky
|
$12.5M
|
+$735K
|
+8,610
|
+6%
|
|
|
164
|
Planned Solutions
Folsom,
California
|
$12.4M
|
+$251K
|
+2,946
|
+2%
|
|
|
165
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$12M
|
+$3.29M
|
+38,508
|
+37%
|
|
|
166
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$12M
|
+$7.64M
|
+89,505
|
+173%
|
|
|
167
|
Romano Brothers & Co
Evanston,
Illinois
|
$11.7M
|
-$4.95K
|
-58
|
-0%
|
|
|
168
|
First Foundation Advisors
Irvine,
California
|
$11.5M
|
+$6.95M
|
+81,458
|
+150%
|
|
|
169
|
Family Management
New York
|
$11.4M
|
-$1.17M
|
-13,687
|
-9%
|
|
|
170
|
Oakwell Private Wealth Management
Austin,
Texas
|
$11.3M
|
+$2.72M
|
+31,876
|
+31%
|
|
|
171
|
Wealthcare Capital Management
Richmond,
Virginia
|
$10.9M
|
-$8.37M
|
-98,017
|
-43%
|
|
|
172
|
KM Capital Management
Austin,
Texas
|
$10.7M
|
+$10.8M
|
+126,570
|
New
|
|
|
173
|
Friedenthal Financial
Marlton,
New Jersey
|
$10.7M
|
-$15.8K
|
-185
|
-0.1%
|
|
|
174
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$10.5M
|
+$10.1M
|
+117,867
|
+1,858%
|
|
|
175
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$10.5M
|
–
|
–
|
–
|
|
