|
101
|
Summit Wealth Partners
Orlando,
Florida
|
$19.5M
|
+$1.5M
|
+28,804
|
+8%
|
|
|
102
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$19.4M
|
-$3.9M
|
-74,626
|
-17%
|
|
|
103
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.3M
|
+$761K
|
+14,574
|
+4%
|
|
|
104
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$19M
|
+$208K
|
+3,980
|
+1%
|
|
|
105
|
Northcape Wealth Management
Williamsville,
New York
|
$18.8M
|
+$646K
|
+12,377
|
+4%
|
|
|
106
|
Financial Management Network
Mission Viejo,
California
|
$18.4M
|
+$1.27M
|
+24,351
|
+7%
|
|
|
107
|
Mariner
Overland Park,
Kansas
|
$18.2M
|
-$3.32M
|
-63,571
|
-15%
|
|
|
108
|
Kelly Financial Services
Braintree,
Massachusetts
|
$18.1M
|
+$640K
|
+12,245
|
+4%
|
|
|
109
|
Ducere Wealth Management
Newport Beach,
California
|
$18.1M
|
+$5.41M
|
+103,590
|
+43%
|
|
|
110
|
McMorgan & Co
San Francisco,
California
|
$18M
|
-$86.7K
|
-1,659
|
-0.5%
|
|
|
111
|
Breakwater Capital Group
Paramus,
New Jersey
|
$17.5M
|
+$1.69M
|
+32,392
|
+11%
|
|
|
112
|
CVA Family Office
Denver,
Colorado
|
$17M
|
+$810K
|
+15,513
|
+5%
|
|
|
113
|
AE Wealth Management
Topeka,
Kansas
|
$16.8M
|
-$3.43M
|
-65,655
|
-17%
|
|
|
114
|
Condor Capital Management
Martinsville,
New Jersey
|
$16.5M
|
+$611K
|
+11,692
|
+4%
|
|
|
115
|
Renaissance Technologies
New York
|
$15.8M
|
+$15.7M
|
+301,000
|
New
|
|
|
116
|
World Investment Advisors
Santa Barbara,
California
|
$15.6M
|
-$1.64M
|
-31,303
|
-9%
|
|
|
117
|
Ascent Group
Virginia Beach,
Virginia
|
$15.5M
|
-$1.61M
|
-30,873
|
-9%
|
|
|
118
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$15.4M
|
-$16K
|
-307
|
-0.1%
|
|
|
119
|
NorthRock Partners
Minneapolis,
Minnesota
|
$15.4M
|
-$2.64M
|
-50,625
|
-15%
|
|
|
120
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$15.1M
|
+$1.12M
|
+21,408
|
+8%
|
|
|
121
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$15M
|
+$544K
|
+10,418
|
+4%
|
|
|
122
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$14.6M
|
-$3.45M
|
-66,091
|
-19%
|
|
|
123
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$14.2M
|
+$1.44M
|
+27,502
|
+11%
|
|
|
124
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$14M
|
+$876K
|
+16,766
|
+7%
|
|
|
125
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$14M
|
+$1.04M
|
+19,831
|
+8%
|
|
