|
101
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$9.11M
|
+$1.23M
|
+25,282
|
+16%
|
|
|
102
|
Pasadena Private Wealth
Pasadena,
California
|
$8.96M
|
+$6.38M
|
+131,101
|
+259%
|
|
|
103
|
North Star Investment Management
Chicago,
Illinois
|
$8.7M
|
-$371K
|
-7,614
|
-4%
|
|
|
104
|
MGO One Seven
Beachwood,
Ohio
|
$8.64M
|
+$2.87K
|
+59
|
+0%
|
|
|
105
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$8.54M
|
-$79.9K
|
-1,641
|
-0.9%
|
|
|
106
|
Family CFO
Los Altos,
California
|
$8.49M
|
+$3.36M
|
+69,008
|
+67%
|
|
|
107
|
Equitable Holdings
New York
|
$8.25M
|
+$595K
|
+12,223
|
+8%
|
|
|
108
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$8.25M
|
+$51.4K
|
+1,055
|
+0.6%
|
|
|
109
|
Colorado Capital Management
Boulder,
Colorado
|
$8.18M
|
+$313K
|
+6,423
|
+4%
|
|
|
110
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.1M
|
-$478K
|
-9,825
|
-6%
|
|
|
111
|
Secure Asset Management
Troy,
Michigan
|
$7.85M
|
+$429K
|
+8,805
|
+6%
|
|
|
112
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$7.81M
|
+$6.96M
|
+142,928
|
+949%
|
|
|
113
|
Cresset Asset Management
Chicago,
Illinois
|
$7.67M
|
-$1.51M
|
-30,938
|
-17%
|
|
|
114
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$7.63M
|
-$421K
|
-8,648
|
-5%
|
|
|
115
|
Perigon Wealth Management
San Francisco,
California
|
$7.55M
|
-$241K
|
-4,950
|
-3%
|
|
|
116
|
Mayport LLC
Newton,
Massachusetts
|
$7.44M
|
+$970K
|
+19,909
|
+15%
|
|
|
117
|
MML Investors Services
Springfield,
Massachusetts
|
$7.26M
|
-$1.5M
|
-30,794
|
-17%
|
|
|
118
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.19M
|
-$2.61M
|
-53,681
|
-27%
|
|
|
119
|
Prudential Financial
Newark,
New Jersey
|
$7.13M
|
+$690K
|
+14,174
|
+11%
|
|
|
120
|
Magnus Financial Group
New York
|
$7.03M
|
-$107K
|
-2,198
|
-2%
|
|
|
121
|
Gradient Capital Advisors
San Diego,
California
|
$7M
|
+$102K
|
+2,092
|
+1%
|
|
|
122
|
Axxcess Wealth Management
Carlsbad,
California
|
$6.99M
|
-$1.57M
|
-32,181
|
-18%
|
|
|
123
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$6.93M
|
-$397K
|
-8,142
|
-5%
|
|
|
124
|
Nova R Wealth
Overland Park,
Kansas
|
$6.76M
|
+$24.2K
|
+496
|
+0.4%
|
|
|
125
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$6.75M
|
+$233K
|
+4,783
|
+4%
|
|
