|
101
|
Goldstein Advisors
Madison,
Wisconsin
|
$19.3M
|
+$1.81M
|
+20,332
|
+10%
|
|
|
102
|
EP Wealth Advisors
Torrance,
California
|
$18.9M
|
+$16.5M
|
+185,276
|
+569%
|
|
|
103
|
Park Avenue Securities
New York
|
$18.6M
|
+$443K
|
+4,973
|
+2%
|
|
|
104
|
Tide Cove Capital Partners
San Diego,
California
|
$18.5M
|
+$17.2M
|
+193,511
|
+3,107%
|
|
|
105
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$18.4M
|
+$39.6K
|
+445
|
+0.2%
|
|
|
106
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.3M
|
+$465K
|
+5,224
|
+3%
|
|
|
107
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$18.3M
|
+$626K
|
+7,029
|
+3%
|
|
|
108
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$18M
|
+$633K
|
+7,107
|
+4%
|
|
|
109
|
Skyline Advisors
Bellingham,
Washington
|
$17.9M
|
-$14.4M
|
-161,882
|
-44%
|
|
|
110
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$17.5M
|
–
|
–
|
–
|
|
|
111
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$17.3M
|
-$650K
|
-7,292
|
-4%
|
|
|
112
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$17.3M
|
+$1.43M
|
+16,071
|
+9%
|
|
|
113
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$17.2M
|
-$1.84M
|
-20,677
|
-9%
|
|
|
114
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$17M
|
+$172K
|
+1,927
|
+1%
|
|
|
115
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$16.4M
|
+$589K
|
+6,607
|
+4%
|
|
|
116
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$16.1M
|
-$167K
|
-1,874
|
-1%
|
|
|
117
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$16M
|
+$671K
|
+7,529
|
+4%
|
|
|
118
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$15.7M
|
-$2.01M
|
-22,577
|
-11%
|
|
|
119
|
HB Wealth Management
Atlanta,
Georgia
|
$15.7M
|
-$3.29M
|
-36,920
|
-17%
|
|
|
120
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$15.6M
|
+$933K
|
+10,471
|
+6%
|
|
|
121
|
Choreo LLC
Rockford,
Illinois
|
$15.6M
|
-$294K
|
-3,300
|
-2%
|
|
|
122
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$15.5M
|
+$15.5M
|
+174,518
|
+6,235%
|
|
|
123
|
Angeles Wealth Management
Santa Monica,
California
|
$15.5M
|
-$354K
|
-3,976
|
-2%
|
|
|
124
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$15.3M
|
+$5.94M
|
+66,736
|
+61%
|
|
|
125
|
Coldstream Capital Management
Bellevue,
Washington
|
$14.7M
|
-$1.56M
|
-17,545
|
-9%
|
|
