|
351
|
Summit Financial
Parsippany,
New Jersey
|
$11.1M
|
+$9.85M
|
+186,824
|
+907%
|
|
|
352
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$11M
|
+$3.83M
|
+72,618
|
+54%
|
|
|
353
|
Concentric Wealth Management
Lafayette,
California
|
$11M
|
+$252K
|
+4,781
|
+2%
|
|
|
354
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$10.9M
|
-$20.4K
|
-387
|
-0.2%
|
|
|
355
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$10.9M
|
+$18.7K
|
+355
|
+0.2%
|
|
|
356
|
Icon Wealth Advisors
Houston,
Texas
|
$10.9M
|
+$5.66M
|
+107,322
|
+114%
|
|
|
357
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$10.9M
|
+$150K
|
+2,843
|
+1%
|
|
|
358
|
Trek Financial
Scottsdale,
Arizona
|
$10.8M
|
+$1.81M
|
+34,298
|
+20%
|
|
|
359
|
Lazard Asset Management
New York
|
$10.8M
|
-$526K
|
-9,981
|
-5%
|
|
|
360
|
Global Retirement Partners
San Rafael,
California
|
$10.8M
|
+$589K
|
+11,165
|
+6%
|
|
|
361
|
Opus Capital Group
Cincinnati,
Ohio
|
$10.7M
|
+$122K
|
+2,320
|
+1%
|
|
|
362
|
Pure Financial Advisors
San Diego,
California
|
$10.6M
|
-$139K
|
-2,633
|
-1%
|
|
|
363
|
Ascent Wealth Partners
New Hartford,
New York
|
$10.4M
|
+$125K
|
+2,380
|
+1%
|
|
|
364
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$10.3M
|
+$388K
|
+7,357
|
+4%
|
|
|
365
|
Facet Wealth Inc
Baltimore,
Maryland
|
$10.3M
|
-$350K
|
-6,633
|
-3%
|
|
|
366
|
Iowa State Bank
Urbandale,
Iowa
|
$10.1M
|
+$405K
|
+7,688
|
+4%
|
|
|
367
|
Wilshire Advisors
Santa Monica,
California
|
$10M
|
-$382K
|
-7,248
|
-4%
|
|
|
368
|
RWA Wealth Partners
Newton,
Massachusetts
|
$10M
|
+$8.16M
|
+154,782
|
+483%
|
|
|
369
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$9.96M
|
+$5.28M
|
+100,133
|
+117%
|
|
|
370
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$9.91M
|
-$462K
|
-8,757
|
-5%
|
|
|
371
|
Checchi Capital Advisers
Beverly Hills,
California
|
$9.91M
|
-$1.32M
|
-25,065
|
-12%
|
|
|
372
|
Simplicity Wealth
Summit,
New Jersey
|
$9.91M
|
-$3.8M
|
-72,072
|
-28%
|
|
|
373
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$9.88M
|
+$266K
|
+5,054
|
+3%
|
|
|
374
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$9.78M
|
+$2.02M
|
+38,336
|
+27%
|
|
|
375
|
INVST
Indianapolis,
Indiana
|
$9.74M
|
+$6.15M
|
+116,645
|
+180%
|
|
