|
126
|
Wharton Business Group
Malvern,
Pennsylvania
|
$6.8M
|
+$1.21M
|
+22,585
|
+22%
|
|
|
127
|
Fort Point Capital Partners
San Francisco,
California
|
$6.66M
|
-$115K
|
-2,149
|
-2%
|
|
|
128
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$6.31M
|
+$6.06M
|
+112,879
|
New
|
|
|
129
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.26M
|
+$6.1M
|
+113,672
|
New
|
|
|
130
|
|
$6.24M
|
+$2.94M
|
+54,686
|
+89%
|
|
|
131
|
LBA Wealth Management
Jacksonville,
Florida
|
$6.11M
|
+$1.44M
|
+26,805
|
+31%
|
|
|
132
|
Planning Alternatives
Birmingham,
Michigan
|
$6.07M
|
+$745K
|
+13,886
|
+14%
|
|
|
133
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$5.88M
|
+$2.93M
|
+54,581
|
+99%
|
|
|
134
|
MSI Financial Services
Springfield,
Massachusetts
|
$5.83M
|
+$1.95M
|
+36,408
|
+50%
|
|
|
135
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.67M
|
+$1.39M
|
+25,911
|
+32%
|
|
|
136
|
Citadel Advisors
Miami,
Florida
|
$5.6M
|
-$705K
|
-13,139
|
-11%
|
|
|
137
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.42M
|
+$5.42M
|
+101,032
|
New
|
|
|
138
|
Signature Financial Management
Norfolk,
Virginia
|
$5.41M
|
–
|
–
|
–
|
|
|
139
|
Efficient Advisors
Mason,
Ohio
|
$5.39M
|
+$297K
|
+5,524
|
+6%
|
|
|
140
|
Davidson Investment Advisors
Great Falls,
Montana
|
$5.32M
|
+$843K
|
+15,704
|
+19%
|
|
|
141
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5.3M
|
+$123K
|
+2,296
|
+2%
|
|
|
142
|
Silvercrest Asset Management
New York
|
$5.19M
|
-$8.59K
|
-160
|
-0.2%
|
|
|
143
|
Grimes & Company
Westborough,
Massachusetts
|
$5.11M
|
-$18.7M
|
-348,404
|
-79%
|
|
|
144
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$5.1M
|
+$271K
|
+5,053
|
+6%
|
|
|
145
|
West Paces Advisors
Atlanta,
Georgia
|
$5.09M
|
+$5.09M
|
+94,824
|
New
|
|
|
146
|
C-J Advisory
San Jose,
California
|
$4.96M
|
+$169K
|
+3,153
|
+4%
|
|
|
147
|
LGL Partners
Philadelphia,
Pennsylvania
|
$4.91M
|
+$2.73M
|
+50,880
|
+125%
|
|
|
148
|
Parsec Financial Management
Asheville,
North Carolina
|
$4.85M
|
-$7.25K
|
-135
|
-0.1%
|
|
|
149
|
Omnia Family Wealth
Aventura,
Florida
|
$4.68M
|
+$4.68M
|
+87,250
|
New
|
|
|
150
|
Gofen & Glossberg
Chicago,
Illinois
|
$4.68M
|
+$316K
|
+5,894
|
+7%
|
|
