|
201
|
Simplicity Wealth
Summit,
New Jersey
|
$12.3M
|
+$450K
|
+5,988
|
+4%
|
|
|
202
|
Liberty Wealth Management
Oakland,
California
|
$12.1M
|
+$2.1M
|
+27,946
|
+21%
|
|
|
203
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$12M
|
-$543K
|
-7,226
|
-4%
|
|
|
204
|
LifeWealth Investments
Winter Garden,
Florida
|
$12M
|
+$1.27M
|
+16,843
|
+12%
|
|
|
205
|
Maia Wealth
Denver,
Colorado
|
$11.8M
|
-$1.76M
|
-23,438
|
-13%
|
|
|
206
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$11.7M
|
+$3.47M
|
+46,120
|
+41%
|
|
|
207
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$11.6M
|
+$2.63M
|
+35,008
|
+29%
|
|
|
208
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$11.6M
|
-$246K
|
-3,278
|
-2%
|
|
|
209
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$11.4M
|
+$694K
|
+9,235
|
+6%
|
|
|
210
|
Physician Wealth Advisors
Midvale,
Utah
|
$11.4M
|
-$8.77M
|
-116,685
|
-43%
|
|
|
211
|
Sovran Advisors
San Diego,
California
|
$11.3M
|
+$27.1K
|
+361
|
+0.2%
|
|
|
212
|
BIP Wealth
Atlanta,
Georgia
|
$11.3M
|
-$519K
|
-6,905
|
-4%
|
|
|
213
|
Unique Wealth
Clearwater,
Florida
|
$11.2M
|
+$2.03M
|
+27,013
|
+22%
|
|
|
214
|
Shum Financial Group
Alameda,
California
|
$11.2M
|
+$209K
|
+2,776
|
+2%
|
|
|
215
|
Advyzon Investment Management
Lisle,
Illinois
|
$11M
|
+$3.84M
|
+51,141
|
+53%
|
|
|
216
|
Client 1st Advisory Group
Dunedin,
Florida
|
$11M
|
+$1.28M
|
+16,973
|
+13%
|
|
|
217
|
VOYA Investment Management
Atlanta,
Georgia
|
$10.9M
|
+$4.56M
|
+60,632
|
+70%
|
|
|
218
|
INVST
Indianapolis,
Indiana
|
$10.9M
|
-$1.2M
|
-16,027
|
-10%
|
|
|
219
|
Snowden Capital Advisors
New York
|
$10.9M
|
-$1.63M
|
-21,712
|
-13%
|
|
|
220
|
BOK Financial Private Wealth
Denver,
Colorado
|
$10.7M
|
+$30.6K
|
+407
|
+0.3%
|
|
|
221
|
WealthShield Partners
Cary,
North Carolina
|
$10.7M
|
-$1.63M
|
-21,697
|
-13%
|
|
|
222
|
McLean Asset Management
Tysons,
Virginia
|
$10.4M
|
-$162K
|
-2,155
|
-2%
|
|
|
223
|
Allworth Financial
Folsom,
California
|
$10.2M
|
-$31.5K
|
-419
|
-0.3%
|
|
|
224
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$10.1M
|
-$564K
|
-7,505
|
-5%
|
|
|
225
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$10.1M
|
-$299K
|
-3,979
|
-3%
|
|
