|
76
|
Summit Wealth Partners
Orlando,
Florida
|
$12.4M
|
+$924K
|
+15,098
|
+8%
|
|
|
77
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$12.3M
|
+$12.2M
|
+198,921
|
New
|
|
|
78
|
Leuthold Group
Minneapolis,
Minnesota
|
$12.1M
|
-$449K
|
-7,346
|
-4%
|
|
|
79
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$12M
|
-$3.59M
|
-58,706
|
-23%
|
|
|
80
|
ETF Portfolio Partners
Leawood,
Kansas
|
$11.9M
|
+$378K
|
+6,180
|
+3%
|
|
|
81
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$11.7M
|
–
|
–
|
–
|
|
|
82
|
FDx Advisors
Chicago,
Illinois
|
$11.7M
|
-$964K
|
-15,758
|
-8%
|
|
|
83
|
Israel Discount Bank of New York
New York
|
$11.4M
|
-$761K
|
-12,435
|
-6%
|
|
|
84
|
MA Private Wealth
San Carlos,
California
|
$11.2M
|
-$1.01M
|
-16,523
|
-8%
|
|
|
85
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.2M
|
-$1.47K
|
-24
|
-0%
|
|
|
86
|
Kestra Advisory Services
Austin,
Texas
|
$10.9M
|
+$6.29M
|
+102,872
|
+141%
|
|
|
87
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.8M
|
+$74.5K
|
+1,217
|
+0.7%
|
|
|
88
|
Roundview Capital
Princeton,
New Jersey
|
$10.7M
|
+$289K
|
+4,721
|
+3%
|
|
|
89
|
R.M. Davis Inc
Portland,
Maine
|
$10.6M
|
+$3.24M
|
+53,040
|
+45%
|
|
|
90
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$10.2M
|
-$700K
|
-11,435
|
-6%
|
|
|
91
|
Stelac Advisory Services
New York
|
$10.1M
|
-$136K
|
-2,225
|
-1%
|
|
|
92
|
Holt Capital Partners
Fort Worth,
Texas
|
$10M
|
+$168K
|
+2,750
|
+2%
|
|
|
93
|
Parkside Investments
Deerfield,
Illinois
|
$10M
|
+$4.63M
|
+75,650
|
+88%
|
|
|
94
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$9.77M
|
+$9.67M
|
+158,039
|
New
|
|
|
95
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.66M
|
-$1.29M
|
-21,048
|
-13%
|
|
|
96
|
Perella Weinberg Partners Capital Management
New York
|
$8.42M
|
–
|
–
|
–
|
|
|
97
|
|
$7.76M
|
-$351K
|
-5,745
|
-4%
|
|
|
98
|
RiverTree Advisors
Winter Park,
Florida
|
$7.74M
|
+$7.66M
|
+125,271
|
New
|
|
|
99
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$7.59M
|
+$559K
|
+9,133
|
+8%
|
|
|
100
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$7.59M
|
+$862K
|
+14,088
|
+13%
|
|
