|
5026
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$163M
|
-$8.28M
|
-5%
|
|
|
182
|
|
|
|
5027
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$163M
|
+$6.73M
|
+4%
|
|
|
66
|
|
|
|
5028
|
Independent Wealth Network
Urbandale,
Iowa
|
$163M
|
-$3.76M
|
-2%
|
|
|
215
|
|
|
|
5029
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$163M
|
–
|
–
|
|
|
57
|
|
|
|
5030
|
Qalhat Capital
Tortola,
British Virgin Islands
|
$162M
|
-$5.69M
|
-3%
|
|
|
8
|
|
|
|
5031
|
Opus Investment Management
Worcester,
Massachusetts
|
$162M
|
-$116M
|
-42%
|
|
|
73
|
|
|
|
5032
|
Activest Wealth Management
Aventure,
Florida
|
$162M
|
+$17.9M
|
+12%
|
|
|
594
|
|
|
|
5033
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$162M
|
+$14.1M
|
+9%
|
|
|
88
|
|
|
|
5034
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$162M
|
-$2.71M
|
-2%
|
|
|
88
|
|
|
|
5035
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$162M
|
-$24.9M
|
-13%
|
|
|
95
|
|
|
|
5036
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$162M
|
-$3.07M
|
-2%
|
|
|
100
|
|
|
|
5037
|
Boundary Creek Advisors
New York
|
$162M
|
-$48.3M
|
-23%
|
|
|
43
|
|
|
|
5038
|
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
$162M
|
-$3.52M
|
-2%
|
|
|
22
|
|
|
|
5039
|
Highline Wealth Partners
Sherman Oaks,
California
|
$162M
|
+$3.14M
|
+2%
|
|
|
406
|
|
|
|
5040
|
I.G.Y. Ltd
London,
United Kingdom
|
$162M
|
+$2.27M
|
+1%
|
|
|
3
|
|
|
|
5041
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$162M
|
+$14.6M
|
+10%
|
|
|
4
|
|
|
|
5042
|
ACT Advisors
Asheville,
North Carolina
|
$161M
|
+$10.1M
|
+7%
|
|
|
40
|
|
|
|
5043
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$161M
|
-$8.8M
|
-5%
|
|
|
41
|
|
|
|
5044
|
Omnia Family Wealth
Aventura,
Florida
|
$161M
|
+$14.2M
|
+10%
|
|
|
73
|
|
|
|
5045
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$161M
|
-$2.39M
|
-1%
|
|
|
46
|
|
|
|
5046
|
|
$161M
|
-$39.5M
|
-20%
|
|
|
6
|
|
|
|
5047
|
Vector Capital Management
San Francisco,
California
|
$161M
|
-$148M
|
-48%
|
|
|
5
|
|
|
|
5048
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$161M
|
+$11.8M
|
+8%
|
|
|
82
|
|
|
|
5049
|
Kensington Investment Counsel
Long Beach,
California
|
$161M
|
+$3.35M
|
+2%
|
|
|
103
|
|
|
|
5050
|
Asset Management Resources
Hyannis,
Massachusetts
|
$161M
|
-$3.52M
|
-2%
|
|
|
61
|
|
|