|
101
|
|
$17M
|
–
|
–
|
–
|
|
|
102
|
Legacy Private Trust
Neenah,
Wisconsin
|
$16.5M
|
+$5.22M
|
+93,274
|
+46%
|
|
|
103
|
Bank of Hawaii
Honolulu,
Hawaii
|
$16.4M
|
-$252K
|
-4,505
|
-2%
|
|
|
104
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$16M
|
-$11.9M
|
-213,330
|
-43%
|
|
|
105
|
Mariner
Overland Park,
Kansas
|
$15.6M
|
+$2.53M
|
+45,307
|
+19%
|
|
|
106
|
Greenline Partners
New York
|
$15.5M
|
+$816K
|
+14,598
|
+6%
|
|
|
107
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$15.4M
|
–
|
–
|
–
|
|
|
108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15.1M
|
-$637K
|
-11,397
|
-4%
|
|
|
109
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$15.1M
|
+$1.25M
|
+22,437
|
+9%
|
|
|
110
|
Cairn Investment Group
Vancouver,
Washington
|
$15M
|
+$537K
|
+9,600
|
+4%
|
|
|
111
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$14.7M
|
+$383K
|
+6,857
|
+3%
|
|
|
112
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$14.6M
|
+$1.24M
|
+22,182
|
+9%
|
|
|
113
|
FIDELIS iM
Medford,
Oregon
|
$14.2M
|
+$257K
|
+4,598
|
+2%
|
|
|
114
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$14M
|
+$1.35M
|
+24,107
|
+11%
|
|
|
115
|
David Kennon
Sarasota,
Florida
|
$14M
|
+$384K
|
+6,864
|
+3%
|
|
|
116
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$13.7M
|
+$202K
|
+3,612
|
+2%
|
|
|
117
|
Family CFO
Los Altos,
California
|
$13.5M
|
-$69.7K
|
-1,247
|
-0.5%
|
|
|
118
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.7M
|
-$15.9M
|
-283,465
|
-56%
|
|
|
119
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$11.9M
|
+$536K
|
+9,585
|
+5%
|
|
|
120
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$11.5M
|
+$302K
|
+5,400
|
+3%
|
|
|
121
|
Sykon Capital
Harrison,
New York
|
$11.2M
|
+$11.2M
|
+199,606
|
New
|
|
|
122
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$11.1M
|
+$267K
|
+4,780
|
+2%
|
|
|
123
|
BOK Financial Private Wealth
Denver,
Colorado
|
$11.1M
|
+$9.66M
|
+172,697
|
+666%
|
|
|
124
|
9258 Wealth Management
Blue Ash,
Ohio
|
$10.4M
|
+$2.95M
|
+52,811
|
+40%
|
|
|
125
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$10.4M
|
+$804K
|
+14,370
|
+8%
|
|
