|
176
|
Prudential Financial
Newark,
New Jersey
|
$13.1M
|
+$2.8M
|
+57,000
|
+28%
|
|
|
177
|
Lido Advisors
Los Angeles,
California
|
$13M
|
+$311K
|
+6,327
|
+2%
|
|
|
178
|
Cardiff Park Advisors
Carlsbad,
California
|
$12.9M
|
+$3.64K
|
+74
|
+0%
|
|
|
179
|
Bank of Hawaii
Honolulu,
Hawaii
|
$12.7M
|
-$14.7M
|
-298,942
|
-54%
|
|
|
180
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$12.7M
|
+$276K
|
+5,610
|
+2%
|
|
|
181
|
PDS Planning
Dublin,
Ohio
|
$12.5M
|
+$423K
|
+8,602
|
+4%
|
|
|
182
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12.3M
|
+$1.9M
|
+38,614
|
+19%
|
|
|
183
|
|
$12.2M
|
-$1.18M
|
-23,998
|
-9%
|
|
|
184
|
L2 Asset Management
Wayland,
Massachusetts
|
$12.2M
|
+$3.09M
|
+62,786
|
+35%
|
|
|
185
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$12.2M
|
-$3.78M
|
-76,820
|
-24%
|
|
|
186
|
Roth Financial Partners
Kingwood,
Texas
|
$12.1M
|
-$703K
|
-14,300
|
-6%
|
|
|
187
|
Legacy Edge Advisors
Syosset,
New York
|
$11.9M
|
+$3.92M
|
+79,701
|
+51%
|
|
|
188
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$11.7M
|
+$1.84M
|
+37,491
|
+19%
|
|
|
189
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$11.6M
|
+$2.6M
|
+52,965
|
+30%
|
|
|
190
|
Partners in Financial Planning
Salem,
Virginia
|
$11.3M
|
-$645K
|
-13,129
|
-6%
|
|
|
191
|
Perigon Wealth Management
San Francisco,
California
|
$11.2M
|
+$390K
|
+7,927
|
+4%
|
|
|
192
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$10.9M
|
+$3.13M
|
+63,743
|
+42%
|
|
|
193
|
Vise Technologies
New York
|
$10.7M
|
-$150K
|
-3,057
|
-1%
|
|
|
194
|
Spirepoint Private Client
Vero Beach,
Florida
|
$10.7M
|
+$1.64M
|
+33,468
|
+19%
|
|
|
195
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$10.7M
|
+$903K
|
+18,381
|
+9%
|
|
|
196
|
Moody National Bank Trust Division
Galveston,
Texas
|
$10.6M
|
+$1.59M
|
+32,268
|
+18%
|
|
|
197
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$10.5M
|
+$219K
|
+4,448
|
+2%
|
|
|
198
|
CoreCap Advisors
Southfield,
Michigan
|
$10.4M
|
+$587K
|
+11,951
|
+6%
|
|
|
199
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.2M
|
+$1.3M
|
+26,446
|
+15%
|
|
|
200
|
Keebeck Wealth Management
Chicago,
Illinois
|
$10.2M
|
+$54.7K
|
+1,113
|
+0.6%
|
|
