|
101
|
Pasadena Private Wealth
Pasadena,
California
|
$18.8M
|
+$9.7M
|
+167,861
|
+106%
|
|
|
102
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$18.5M
|
+$4.23M
|
+73,225
|
+30%
|
|
|
103
|
|
$18M
|
+$14M
|
+241,520
|
+346%
|
|
|
104
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$17.6M
|
-$6.75M
|
-116,784
|
-28%
|
|
|
105
|
Magnolia Wealth Management
Dothan,
Alabama
|
$17.5M
|
+$17.5M
|
+303,211
|
New
|
|
|
106
|
Montag & Associates
Atlanta,
Georgia
|
$17.4M
|
+$6.84M
|
+118,324
|
+65%
|
|
|
107
|
Mayport LLC
Newton,
Massachusetts
|
$17.4M
|
+$865K
|
+14,980
|
+5%
|
|
|
108
|
Gould Asset Management
Claremont,
California
|
$17.1M
|
+$7.61M
|
+131,792
|
+80%
|
|
|
109
|
Old National Bancorp
Evansville,
Indiana
|
$16.8M
|
+$4.13M
|
+71,439
|
+33%
|
|
|
110
|
Sterling Investment Management
Tucson,
Arizona
|
$16.7M
|
+$16.7M
|
+288,281
|
New
|
|
|
111
|
Money Design
Tokyo,
Japan
|
$16.2M
|
+$16.2M
|
+279,857
|
New
|
|
|
112
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$16.1M
|
+$1.91M
|
+33,077
|
+13%
|
|
|
113
|
Acute Investment Advisory
Mesa,
Arizona
|
$16.1M
|
-$4.87M
|
-84,380
|
-23%
|
|
|
114
|
Franklin Resources
San Mateo,
California
|
$16M
|
-$4.8M
|
-83,172
|
-23%
|
|
|
115
|
Country Club Bank
Kansas City,
Missouri
|
$15.8M
|
-$8.11M
|
-140,359
|
-34%
|
|
|
116
|
OneAscent Financial Services
Birmingham,
Alabama
|
$15.8M
|
+$3.66M
|
+63,271
|
+30%
|
|
|
117
|
Northland Capital Management
Virginia,
Minnesota
|
$15.6M
|
-$4.21M
|
-72,958
|
-21%
|
|
|
118
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14.9M
|
+$2.26M
|
+39,168
|
+18%
|
|
|
119
|
Salomon & Ludwin
Richmond,
Virginia
|
$14.8M
|
+$14.8M
|
+256,138
|
New
|
|
|
120
|
Sand Hill Global Advisors
Palo Alto,
California
|
$14.8M
|
+$14.3M
|
+248,110
|
+3,291%
|
|
|
121
|
IFS Advisors
Overland Park,
Kansas
|
$14.6M
|
+$852K
|
+14,751
|
+6%
|
|
|
122
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$14.6M
|
+$14.5M
|
+251,693
|
New
|
|
|
123
|
Portland Global Advisors
Portland,
Maine
|
$14.5M
|
-$1.73M
|
-30,009
|
-11%
|
|
|
124
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$14.3M
|
+$4.1M
|
+70,997
|
+40%
|
|
|
125
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$14.2M
|
+$1.92M
|
+33,234
|
+16%
|
|
