|
101
|
Capital Advantage
Walnut Creek,
California
|
$12.4M
|
+$1.26M
|
+19,613
|
+11%
|
|
|
102
|
Gibson Wealth Advisors
Tyler,
Texas
|
$12.3M
|
+$12.5M
|
+194,178
|
New
|
|
|
103
|
TD Capital Management
Memphis,
Tennessee
|
$12M
|
-$419K
|
-6,517
|
-3%
|
|
|
104
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.8M
|
+$2.36M
|
+36,818
|
+25%
|
|
|
105
|
Truist Financial
Charlotte,
North Carolina
|
$11.8M
|
-$110K
|
-1,718
|
-0.9%
|
|
|
106
|
Mariner
Overland Park,
Kansas
|
$11.6M
|
+$785K
|
+12,218
|
+7%
|
|
|
107
|
Entrust Global Partners
New York
|
$11M
|
+$11.1M
|
+173,250
|
New
|
|
|
108
|
Mercer Global Advisors
Denver,
Colorado
|
$10.9M
|
+$105K
|
+1,639
|
+1%
|
|
|
109
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$10.8M
|
–
|
–
|
–
|
|
|
110
|
Family CFO
Los Altos,
California
|
$10.8M
|
+$10.9M
|
+169,254
|
New
|
|
|
111
|
Cairn Investment Group
Vancouver,
Washington
|
$10.8M
|
+$575K
|
+8,950
|
+6%
|
|
|
112
|
Clarity Wealth Advisors
San Jose,
California
|
$10.4M
|
+$545K
|
+8,480
|
+5%
|
|
|
113
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$10.3M
|
+$6.09M
|
+94,811
|
+142%
|
|
|
114
|
Miracle Mile Advisors
Los Angeles,
California
|
$10.1M
|
+$10.2M
|
+158,136
|
New
|
|
|
115
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$10M
|
+$10.1M
|
+157,436
|
New
|
|
|
116
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.76M
|
+$53K
|
+825
|
+0.5%
|
|
|
117
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$9.71M
|
+$9.81M
|
+152,760
|
New
|
|
|
118
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$9.66M
|
+$2.48M
|
+38,587
|
+34%
|
|
|
119
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$9.53M
|
+$9.62M
|
+149,840
|
New
|
|
|
120
|
Colony Group
Boston,
Massachusetts
|
$9.45M
|
+$4.51M
|
+70,209
|
+90%
|
|
|
121
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$9.06M
|
+$2.59M
|
+40,361
|
+40%
|
|
|
122
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$9M
|
+$824K
|
+12,836
|
+10%
|
|
|
123
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.91M
|
+$851K
|
+13,244
|
+10%
|
|
|
124
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$8.64M
|
+$8.73M
|
+135,967
|
New
|
|
|
125
|
Sunesis Advisors
Overland Park,
Kansas
|
$8.64M
|
+$771
|
+12
|
+0%
|
|
