|
1901
|
Parcion Private Wealth
Bellevue,
Washington
|
$9.08M
|
+$1.22M
|
8
|
0.5%
|
Increased
|
|
|
1902
|
Argyle Capital Management
Center Valley,
Pennsylvania
|
$9.07M
|
-$53.5K
|
1
|
2.61%
|
Reduced
|
|
|
1903
|
Apriem Advisors
Irvine,
California
|
$9.06M
|
-$282K
|
4
|
0.78%
|
Reduced
|
|
|
1904
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$9.03M
|
-$162K
|
2
|
1.12%
|
Reduced
|
|
|
1905
|
Victory Financial Group
Austin,
Texas
|
$9.03M
|
+$3.37M
|
5
|
0.95%
|
Increased
|
|
|
1906
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$9.02M
|
+$7.34M
|
1
|
0.85%
|
Increased
|
|
|
1907
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$9.02M
|
-$726K
|
2
|
1.72%
|
Reduced
|
|
|
1908
|
GeoWealth Management
Chicago,
Illinois
|
$9.02M
|
+$654K
|
7
|
0.28%
|
Increased
|
|
|
1909
|
Financial Engines Advisors
Santa Clara,
California
|
$9.01M
|
-$387K
|
3
|
0.02%
|
Reduced
|
|
|
1910
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$9.01M
|
+$565K
|
10
|
0.92%
|
Increased
|
|
|
1911
|
Builder Investment Group
Atlanta,
Georgia
|
$9M
|
+$105
|
1
|
1.78%
|
Increased
|
|
|
1912
|
Creative Financial Designs
Kokomo,
Indiana
|
$9M
|
+$2.83M
|
18
|
0.43%
|
Increased
|
|
|
1913
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$8.99M
|
+$273K
|
6
|
1.36%
|
Increased
|
|
|
1914
|
ORG Wealth Partners
Dallas,
Texas
|
$8.97M
|
+$741K
|
11
|
1.34%
|
Increased
|
|
|
1915
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$8.97M
|
-$611K
|
4
|
2.03%
|
Reduced
|
|
|
1916
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$8.96M
|
+$177K
|
4
|
6.63%
|
Increased
|
|
|
1917
|
Juno Financial Group
Richmond,
Virginia
|
$8.96M
|
-$2.09M
|
3
|
3.18%
|
Reduced
|
|
|
1918
|
ROI Financial Advisors
Beaverton,
Oregon
|
$8.95M
|
-$179K
|
1
|
4.63%
|
Reduced
|
|
|
1919
|
Cambria Investment Management
Manhattan Beach,
California
|
$8.92M
|
+$2.24M
|
7
|
0.44%
|
Increased
|
|
|
1920
|
Embree Financial Group
Chicago,
Illinois
|
$8.92M
|
+$353K
|
3
|
0.89%
|
Increased
|
|
|
1921
|
High Note Wealth
Deephaven,
Minnesota
|
$8.88M
|
+$653
|
13
|
1.52%
|
Increased
|
|
|
1922
|
CMG Global Holdings
Plano,
Texas
|
$8.88M
|
+$29.3K
|
1
|
3.76%
|
Increased
|
|
|
1923
|
Waterloo Capital
Austin,
Texas
|
$8.88M
|
+$603K
|
7
|
0.5%
|
Increased
|
|
|
1924
|
FAS Wealth Partners
Leawood,
Kansas
|
$8.86M
|
+$741K
|
5
|
0.46%
|
Increased
|
|
|
1925
|
Van Strum & Towne
San Francisco,
California
|
$8.86M
|
+$23.3K
|
2
|
2.42%
|
Increased
|
|