|
151
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$4.66M
|
+$4.56M
|
+55,020
|
New
|
|
|
152
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$4.65M
|
+$1.38M
|
+16,614
|
+43%
|
|
|
153
|
High Net Worth Advisory Group
Naples,
Florida
|
$4.53M
|
+$529K
|
+6,386
|
+14%
|
|
|
154
|
Fiduciary Group
Savannah,
Georgia
|
$4.46M
|
+$261K
|
+3,149
|
+6%
|
|
|
155
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$4.45M
|
+$1.28M
|
+15,385
|
+41%
|
|
|
156
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$4.38M
|
–
|
–
|
–
|
|
|
157
|
&Partners
Nashville,
Tennessee
|
$4.36M
|
+$1.4M
|
+16,899
|
+49%
|
|
|
158
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$4.29M
|
+$154K
|
+1,859
|
+4%
|
|
|
159
|
CRA Financial Services
Northfield,
New Jersey
|
$4.25M
|
+$371K
|
+4,479
|
+10%
|
|
|
160
|
Zhang Financial
Portage,
Michigan
|
$4.24M
|
+$10.4K
|
+126
|
+0.3%
|
|
|
161
|
Mission Hills Financial Advisory
San Diego,
California
|
$4.23M
|
+$516K
|
+6,224
|
+14%
|
|
|
162
|
Country Club Bank
Kansas City,
Missouri
|
$4.14M
|
+$66.1K
|
+798
|
+2%
|
|
|
163
|
Old National Bancorp
Evansville,
Indiana
|
$4.09M
|
–
|
–
|
–
|
|
|
164
|
5T Wealth
Napa,
California
|
$4.08M
|
+$107K
|
+1,289
|
+3%
|
|
|
165
|
Turning Point Benefit Group
Frederick,
Maryland
|
$3.98M
|
+$2.58M
|
+31,092
|
+197%
|
|
|
166
|
Note Advisors
Buffalo,
New York
|
$3.91M
|
+$351K
|
+4,234
|
+10%
|
|
|
167
|
|
$3.87M
|
+$389K
|
+4,691
|
+11%
|
|
|
168
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$3.87M
|
+$414
|
+5
|
+0%
|
|
|
169
|
180 Wealth Advisors
Federal Way,
Washington
|
$3.82M
|
+$76.3K
|
+921
|
+2%
|
|
|
170
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$3.81M
|
+$38.9K
|
+469
|
+1%
|
|
|
171
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$3.76M
|
+$52.3K
|
+631
|
+1%
|
|
|
172
|
Corient Private Wealth
Miami,
Florida
|
$3.66M
|
+$3.09M
|
+37,238
|
+620%
|
|
|
173
|
Cary Street Partners
Richmond,
Virginia
|
$3.62M
|
-$21.8K
|
-263
|
-0.6%
|
|
|
174
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3.58M
|
-$184K
|
-2,223
|
-5%
|
|
|
175
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.52M
|
+$3.44M
|
+41,552
|
New
|
|
