|
176
|
ORG Partners
Roanoke,
Indiana
|
$13.8M
|
+$11.3M
|
+224,617
|
+464%
|
|
|
177
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$13.7M
|
+$13.8M
|
+272,774
|
New
|
|
|
178
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$13.6M
|
+$473K
|
+9,364
|
+4%
|
|
|
179
|
Parkside Investments
Deerfield,
Illinois
|
$13.5M
|
-$530K
|
-10,503
|
-4%
|
|
|
180
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$13.4M
|
+$1.15M
|
+22,838
|
+9%
|
|
|
181
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$13M
|
+$1.05M
|
+20,810
|
+9%
|
|
|
182
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$12.9M
|
+$1.97M
|
+38,956
|
+18%
|
|
|
183
|
Citadel Advisors
Miami,
Florida
|
$12.9M
|
+$10.4M
|
+206,748
|
+417%
|
|
|
184
|
|
$12.8M
|
-$1.67M
|
-33,036
|
-12%
|
|
|
185
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$12.8M
|
-$824K
|
-16,322
|
-6%
|
|
|
186
|
Saiph Capital
Wyckoff,
New Jersey
|
$12.8M
|
-$360K
|
-7,126
|
-3%
|
|
|
187
|
Truist Financial
Charlotte,
North Carolina
|
$12.6M
|
+$629K
|
+12,463
|
+5%
|
|
|
188
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$12.6M
|
+$12.6M
|
+250,078
|
New
|
|
|
189
|
HighTower Advisors
Chicago,
Illinois
|
$12.5M
|
+$375K
|
+7,431
|
+3%
|
|
|
190
|
Heritage Financial Services
Westwood,
Massachusetts
|
$12.4M
|
-$979K
|
-19,388
|
-7%
|
|
|
191
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$12.1M
|
-$4.4M
|
-87,143
|
-27%
|
|
|
192
|
Scott Capital Advisors
Portland,
Oregon
|
$12M
|
+$29.9K
|
+593
|
+0.2%
|
|
|
193
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12M
|
+$2.47M
|
+49,005
|
+26%
|
|
|
194
|
Philip James Wealth Mangement
Milton,
Georgia
|
$11.8M
|
-$349K
|
-6,905
|
-3%
|
|
|
195
|
Mutual Advisors
Omaha,
Nebraska
|
$11.8M
|
-$79.7K
|
-1,578
|
-0.7%
|
|
|
196
|
Helium Advisors
Everett,
Washington
|
$11.8M
|
+$11.8M
|
+233,999
|
New
|
|
|
197
|
Essex LLC
Deer Park,
Illinois
|
$11.6M
|
+$609K
|
+12,054
|
+6%
|
|
|
198
|
Sand Hill Global Advisors
Palo Alto,
California
|
$11.6M
|
-$3.16M
|
-62,543
|
-21%
|
|
|
199
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$11.6M
|
+$8.59M
|
+170,113
|
+282%
|
|
|
200
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$11.6M
|
+$2.19M
|
+43,370
|
+23%
|
|
