|
376
|
Summit Wealth Partners
Orlando,
Florida
|
$19.4M
|
-$1.47M
|
-14,653
|
-7%
|
|
|
377
|
Joel Adams & Associates
Asheville,
North Carolina
|
$19.4M
|
+$1.9M
|
+18,929
|
+11%
|
|
|
378
|
Aspiriant LLC
Los Angeles,
California
|
$19.3M
|
+$2.98M
|
+29,715
|
+18%
|
|
|
379
|
Modera Wealth Management
Westwood,
New Jersey
|
$19.1M
|
-$250K
|
-2,492
|
-1%
|
|
|
380
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.1M
|
-$2.01M
|
-20,031
|
-10%
|
|
|
381
|
Retirement Capital Strategies
San Jose,
California
|
$18.6M
|
+$1.22M
|
+12,170
|
+7%
|
|
|
382
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$18.5M
|
+$1.1M
|
+10,927
|
+6%
|
|
|
383
|
Omega Financial Group
Santa Barbara,
California
|
$18.5M
|
+$1.06M
|
+10,608
|
+6%
|
|
|
384
|
Sunesis Advisors
Overland Park,
Kansas
|
$18.2M
|
+$1.84M
|
+18,345
|
+11%
|
|
|
385
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$18M
|
+$1.62M
|
+16,122
|
+10%
|
|
|
386
|
Diversified Enterprises
Wilmington,
Delaware
|
$17.8M
|
+$721K
|
+7,187
|
+4%
|
|
|
387
|
Merit Financial Group
Alpharetta,
Georgia
|
$17.7M
|
+$7.68M
|
+76,494
|
+76%
|
|
|
388
|
Choreo LLC
Rockford,
Illinois
|
$17.5M
|
+$1.19M
|
+11,897
|
+7%
|
|
|
389
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$17.5M
|
-$546K
|
-5,442
|
-3%
|
|
|
390
|
Lazard Asset Management
New York
|
$17.4M
|
-$2.43M
|
-24,259
|
-12%
|
|
|
391
|
Alpha Financial Partners
Lexington,
Kentucky
|
$17.4M
|
+$87.5K
|
+872
|
+0.5%
|
|
|
392
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$17.3M
|
-$38.7M
|
-385,292
|
-69%
|
|
|
393
|
F/M Investments
Washington,
District of Columbia
|
$17.3M
|
+$13.1M
|
+130,145
|
+301%
|
|
|
394
|
Kopp Family Office
Bloomington,
Minnesota
|
$17.3M
|
+$5.8M
|
+57,780
|
+50%
|
|
|
395
|
Natixis Advisors
Boston,
Massachusetts
|
$17.2M
|
-$1.3M
|
-12,980
|
-7%
|
|
|
396
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$17.2M
|
+$3.02M
|
+30,090
|
+21%
|
|
|
397
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$17.2M
|
+$12M
|
+119,995
|
+231%
|
|
|
398
|
MGO One Seven
Beachwood,
Ohio
|
$17.1M
|
-$22.5M
|
-224,230
|
-57%
|
|
|
399
|
Arrowroot Family Office
Marina Del Rey,
California
|
$17.1M
|
+$3.35M
|
+33,353
|
+24%
|
|
|
400
|
First Horizon Corporation
Memphis,
Tennessee
|
$17.1M
|
+$8.33M
|
+82,999
|
+95%
|
|
