|
201
|
NKCFO LLC
Geneva,
Illinois
|
$20.3M
|
+$3.27M
|
+50,200
|
+22%
|
|
|
202
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$20M
|
+$18M
|
+275,500
|
New
|
|
|
203
|
Summit Financial
Parsippany,
New Jersey
|
$20M
|
+$8.61K
|
+132
|
+0%
|
|
|
204
|
Sterling Financial Planning
Sparta,
New Jersey
|
$19.9M
|
-$413K
|
-6,329
|
-2%
|
|
|
205
|
Hamilton Wealth
Encino,
California
|
$19.7M
|
+$1.01M
|
+15,443
|
+6%
|
|
|
206
|
Cypress Capital Group
Palm Beach,
Florida
|
$19.7M
|
+$552K
|
+8,457
|
+3%
|
|
|
207
|
Tudor Investment Corp
Stamford,
Connecticut
|
$19.7M
|
-$10.6M
|
-162,673
|
-38%
|
|
|
208
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$19.6M
|
-$678K
|
-10,397
|
-4%
|
|
|
209
|
SoFi Wealth
San Francisco,
California
|
$19.3M
|
+$10.1M
|
+154,755
|
+140%
|
|
|
210
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$19.1M
|
-$563K
|
-8,623
|
-3%
|
|
|
211
|
Allworth Financial
Folsom,
California
|
$18.8M
|
-$1.97M
|
-30,167
|
-10%
|
|
|
212
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$18.8M
|
+$1.4M
|
+21,509
|
+9%
|
|
|
213
|
UMB Bank
Kansas City,
Missouri
|
$18.7M
|
+$1.75M
|
+26,788
|
+12%
|
|
|
214
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$18.6M
|
+$3.91M
|
+59,961
|
+31%
|
|
|
215
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$18.4M
|
+$53.8K
|
+824
|
+0.3%
|
|
|
216
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$18.4M
|
-$157K
|
-2,406
|
-0.9%
|
|
|
217
|
CPA Asset Management
West Palm Beach,
Florida
|
$17.9M
|
-$1.21M
|
-18,528
|
-7%
|
|
|
218
|
Fielder Capital Group
Nashville,
Tennessee
|
$17.6M
|
-$600K
|
-9,193
|
-4%
|
|
|
219
|
Norris Financial Group
Greenville,
South Carolina
|
$17.5M
|
-$127K
|
-1,952
|
-0.8%
|
|
|
220
|
JSF Financial
Los Angeles,
California
|
$17.2M
|
+$13.5M
|
+207,186
|
+699%
|
|
|
221
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$17.1M
|
-$120K
|
-1,838
|
-0.8%
|
|
|
222
|
LifeWealth Investments
Winter Garden,
Florida
|
$17.1M
|
+$147K
|
+2,258
|
+1%
|
|
|
223
|
Forza Wealth Management
Sarasota,
Florida
|
$16.5M
|
-$88.1K
|
-1,350
|
-0.6%
|
|
|
224
|
Atria Investments
Charlotte,
North Carolina
|
$16.4M
|
+$3.12M
|
+47,891
|
+27%
|
|
|
225
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$16.1M
|
+$1.71M
|
+26,158
|
+13%
|
|
