|
201
|
Forza Wealth Management
Sarasota,
Florida
|
$7.76M
|
+$75K
|
+2,090
|
+1%
|
|
|
202
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$7.68M
|
+$7.37M
|
+205,415
|
New
|
|
|
203
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$7.64M
|
+$388K
|
+10,814
|
+6%
|
|
|
204
|
Huntington National Bank
Columbus,
Ohio
|
$7.58M
|
–
|
–
|
–
|
|
|
205
|
Evoke Wealth
Los Angeles,
California
|
$7.51M
|
-$474K
|
-13,200
|
-6%
|
|
|
206
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$7.5M
|
+$2.47M
|
+68,694
|
+52%
|
|
|
207
|
Independent Financial Group
San Diego,
California
|
$7.31M
|
+$724K
|
+20,187
|
+11%
|
|
|
208
|
Nomura Asset Management
Tokyo,
Japan
|
$7.29M
|
+$2.93M
|
+81,600
|
+72%
|
|
|
209
|
Leavell Investment Management
Mobile,
Alabama
|
$7.23M
|
+$173K
|
+4,828
|
+3%
|
|
|
210
|
Omnia Family Wealth
Aventura,
Florida
|
$7.2M
|
–
|
–
|
–
|
|
|
211
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$7.03M
|
+$52.3K
|
+1,458
|
+0.8%
|
|
|
212
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.89M
|
+$882K
|
+24,563
|
+15%
|
|
|
213
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$6.88M
|
+$18.6K
|
+518
|
+0.3%
|
|
|
214
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$6.76M
|
+$1.74M
|
+48,489
|
+37%
|
|
|
215
|
Wealth Management Partners
Tucson,
Arizona
|
$6.67M
|
+$128K
|
+3,562
|
+2%
|
|
|
216
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.66M
|
+$182K
|
+5,059
|
+3%
|
|
|
217
|
GAMCO Investors
Greenwich,
Connecticut
|
$6.6M
|
–
|
–
|
–
|
|
|
218
|
Gateway Advisory
Westfield,
New Jersey
|
$6.55M
|
+$2.27M
|
+63,359
|
+57%
|
|
|
219
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$6.53M
|
-$25.5K
|
-710
|
-0.4%
|
|
|
220
|
First American Trust
Santa Ana,
California
|
$6.52M
|
-$1.35M
|
-37,662
|
-18%
|
|
|
221
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.49M
|
-$112K
|
-3,134
|
-2%
|
|
|
222
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$6.42M
|
+$285K
|
+7,944
|
+5%
|
|
|
223
|
NTV Asset Management
Charleston,
West Virginia
|
$6.39M
|
-$126K
|
-3,500
|
-2%
|
|
|
224
|
Insight Wealth Partners
Plano,
Texas
|
$6.35M
|
-$47.6K
|
-1,326
|
-0.8%
|
|
|
225
|
Sepio Capital
Salt Lake City,
Utah
|
$6.34M
|
-$35.3K
|
-984
|
-0.6%
|
|
