|
2501
|
Insight Wealth Strategies
San Ramon,
California
|
$619M
|
+$101M
|
+20%
|
|
|
155
|
|
|
|
2502
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$619M
|
+$147M
|
+31%
|
|
|
51
|
|
|
|
2503
|
Intelligence Driven Advisers
Carlsbad,
California
|
$619M
|
+$55.6M
|
+10%
|
|
|
105
|
|
|
|
2504
|
Hartline Investment Corp
Winnetka,
Illinois
|
$618M
|
+$61.7M
|
+11%
|
|
|
112
|
|
|
|
2505
|
Torray Investment Partners
Bethesda,
Maryland
|
$618M
|
+$51.1M
|
+9%
|
|
|
97
|
|
|
|
2506
|
Auxier Asset Management
Aurora,
Oregon
|
$618M
|
+$32M
|
+5%
|
|
|
174
|
|
|
|
2507
|
Waterloo Capital
Austin,
Texas
|
$618M
|
+$277M
|
+81%
|
|
|
397
|
|
|
|
2508
|
SYM Financial Corp
Winona Lake,
Indiana
|
$618M
|
+$54.3M
|
+10%
|
|
|
207
|
|
|
|
2509
|
St. James Investment Company
Southlake,
Texas
|
$617M
|
-$39.4M
|
-6%
|
|
|
27
|
|
|
|
2510
|
Violich Capital Management
San Francisco,
California
|
$616M
|
+$29.9M
|
+5%
|
|
|
107
|
|
|
|
2511
|
Arvest Investments
Rogers,
Arkansas
|
$616M
|
–
|
–
|
|
|
154
|
|
|
|
2512
|
Opus Capital Group
Cincinnati,
Ohio
|
$615M
|
+$51.4M
|
+9%
|
|
|
124
|
|
|
|
2513
|
Covalis Capital
London,
United Kingdom
|
$615M
|
+$49.6M
|
+9%
|
|
|
79
|
|
|
|
2514
|
RPG Investment Advisory
Pleasanton,
California
|
$614M
|
+$70.3M
|
+13%
|
|
|
87
|
|
|
|
2515
|
Financial Management Professionals
Austin,
Texas
|
$614M
|
+$45M
|
+8%
|
|
|
1,094
|
|
|
|
2516
|
Mark Asset Management
New York
|
$614M
|
+$84.2M
|
+16%
|
|
|
56
|
|
|
|
2517
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$613M
|
+$105M
|
+21%
|
|
|
196
|
|
|
|
2518
|
Institute for Wealth Management
Denver,
Colorado
|
$613M
|
+$64.9M
|
+12%
|
|
|
491
|
|
|
|
2519
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$613M
|
+$77.3M
|
+14%
|
|
|
105
|
|
|
|
2520
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$613M
|
+$73.2M
|
+14%
|
|
|
208
|
|
|
|
2521
|
Ascent Wealth Partners
New Hartford,
New York
|
$612M
|
+$69.5M
|
+13%
|
|
|
165
|
|
|
|
2522
|
Curated Wealth Partners
El Segundo,
California
|
$612M
|
+$63.3M
|
+12%
|
|
|
148
|
|
|
|
2523
|
Estabrook Capital Management
New York
|
$612M
|
+$44.2M
|
+8%
|
|
|
377
|
|
|
|
2524
|
Luxor Capital Group
New York
|
$611M
|
-$311M
|
-34%
|
|
|
41
|
|
|
|
2525
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$611M
|
+$61.5M
|
+11%
|
|
|
675
|
|
|