|
101
|
Agilis Partners
Waltham,
Massachusetts
|
$11.9M
|
+$11.9M
|
+159,338
|
New
|
|
|
102
|
Summit Wealth Partners
Orlando,
Florida
|
$11.6M
|
+$11.6M
|
+155,527
|
New
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.6M
|
+$559K
|
+7,501
|
+5%
|
|
|
104
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$11.5M
|
+$1.01M
|
+13,509
|
+10%
|
|
|
105
|
Asset Management Group
Stamford,
Connecticut
|
$11.2M
|
+$3.01M
|
+40,369
|
+37%
|
|
|
106
|
Mirsky Financial Management
Rochester,
New York
|
$11.2M
|
+$522K
|
+7,002
|
+5%
|
|
|
107
|
High Falls Advisors
Rochester,
New York
|
$11.2M
|
-$3.71M
|
-49,820
|
-25%
|
|
|
108
|
Brickley Wealth Management
San Mateo,
California
|
$11M
|
+$10.3M
|
+137,617
|
+1,400%
|
|
|
109
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$10.6M
|
+$2.4M
|
+32,176
|
+29%
|
|
|
110
|
Arax Advisory Partners
Denver,
Colorado
|
$10.6M
|
+$233K
|
+3,127
|
+2%
|
|
|
111
|
Klingman & Associates
New York
|
$10.6M
|
+$1.44M
|
+19,329
|
+16%
|
|
|
112
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$10.5M
|
-$232K
|
-3,109
|
-2%
|
|
|
113
|
Family Capital Trust
Peabody,
Massachusetts
|
$10.3M
|
+$57.1K
|
+766
|
+0.6%
|
|
|
114
|
CX Institutional
Auburn,
Indiana
|
$10.3M
|
+$1.21M
|
+16,229
|
+13%
|
|
|
115
|
CXI Advisors
Auburn,
Indiana
|
$10.3M
|
+$10.3M
|
+138,241
|
New
|
|
|
116
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$10.1M
|
+$106K
|
+1,416
|
+1%
|
|
|
117
|
SimplyRich
Carlsbad,
California
|
$9.97M
|
+$88.2K
|
+1,184
|
+0.9%
|
|
|
118
|
Round Table Services
Westfield,
New Jersey
|
$9.73M
|
+$572K
|
+7,676
|
+6%
|
|
|
119
|
Smart Money Group
Eastland,
Texas
|
$9.38M
|
+$251K
|
+3,368
|
+3%
|
|
|
120
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$8.85M
|
+$752K
|
+10,093
|
+9%
|
|
|
121
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$8.7M
|
+$476K
|
+6,384
|
+6%
|
|
|
122
|
Community Bank
Dewitt,
New York
|
$8.53M
|
-$441K
|
-5,915
|
-5%
|
|
|
123
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$8.41M
|
+$8.09M
|
+108,606
|
+2,564%
|
|
|
124
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.31M
|
+$429K
|
+5,758
|
+5%
|
|
|
125
|
Planning Directions
Glen Mills,
Pennsylvania
|
$8.26M
|
+$144K
|
+1,933
|
+2%
|
|
