|
201
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$17.9M
|
+$2.76M
|
+42,440
|
+19%
|
|
|
202
|
Mariner
Overland Park,
Kansas
|
$17.8M
|
-$20.9M
|
-320,998
|
-55%
|
|
|
203
|
Claro Advisors
Boston,
Massachusetts
|
$17.7M
|
+$1.46M
|
+22,479
|
+9%
|
|
|
204
|
Waverly Advisors
Birmingham,
Alabama
|
$17.3M
|
-$193K
|
-2,968
|
-1%
|
|
|
205
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$17.2M
|
+$826K
|
+12,696
|
+5%
|
|
|
206
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$17.2M
|
+$13.4M
|
+205,572
|
+439%
|
|
|
207
|
Apeiron RIA
Dallas,
Texas
|
$17.1M
|
-$746K
|
-11,464
|
-4%
|
|
|
208
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$16.9M
|
+$2.49M
|
+38,202
|
+18%
|
|
|
209
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$16.7M
|
+$171K
|
+2,636
|
+1%
|
|
|
210
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$16.5M
|
-$13.6M
|
-208,318
|
-46%
|
|
|
211
|
Snowden Capital Advisors
New York
|
$16.4M
|
-$1.99M
|
-30,557
|
-11%
|
|
|
212
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$16.4M
|
–
|
–
|
–
|
|
|
213
|
Blue Trust Inc
Alpharetta,
Georgia
|
$16.1M
|
-$2.14M
|
-32,842
|
-12%
|
|
|
214
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$16.1M
|
+$6.38M
|
+98,003
|
+71%
|
|
|
215
|
Fortitude Financial
Spokane,
Washington
|
$16M
|
-$530K
|
-8,143
|
-3%
|
|
|
216
|
Skyline Advisors
Bellingham,
Washington
|
$16M
|
+$8.5M
|
+130,632
|
+126%
|
|
|
217
|
INVST
Indianapolis,
Indiana
|
$15.9M
|
+$624K
|
+9,589
|
+4%
|
|
|
218
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$15.7M
|
+$4.19M
|
+64,435
|
+39%
|
|
|
219
|
World Investment Advisors
Santa Barbara,
California
|
$15.5M
|
+$294K
|
+4,515
|
+2%
|
|
|
220
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$15.5M
|
-$178K
|
-2,740
|
-1%
|
|
|
221
|
BCGM Wealth Management
Lafayette,
Indiana
|
$15.3M
|
+$452K
|
+6,948
|
+3%
|
|
|
222
|
Joseph Group Capital Management
Columbus,
Ohio
|
$15.2M
|
+$118K
|
+1,810
|
+0.8%
|
|
|
223
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$15.1M
|
+$2.74M
|
+42,079
|
+23%
|
|
|
224
|
VestGen Advisors
Inverness,
Illinois
|
$15.1M
|
+$108K
|
+1,666
|
+0.8%
|
|
|
225
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$15.1M
|
+$852K
|
+13,094
|
+6%
|
|
