|
201
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$14.7M
|
+$2.25M
|
+21,455
|
+18%
|
|
|
202
|
Univest Financial
Souderton,
Pennsylvania
|
$14.6M
|
+$316K
|
+3,016
|
+2%
|
|
|
203
|
|
$14.6M
|
-$13M
|
-123,817
|
-47%
|
|
|
204
|
Brown Wealth Management
Naperville,
Illinois
|
$14.6M
|
+$1.53M
|
+14,637
|
+12%
|
|
|
205
|
Waterloo Capital
Austin,
Texas
|
$14.4M
|
+$1.53M
|
+14,614
|
+12%
|
|
|
206
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$14.1M
|
-$9.94K
|
-95
|
-0.1%
|
|
|
207
|
Freestone Capital Holdings
Seattle,
Washington
|
$14M
|
+$401K
|
+3,836
|
+3%
|
|
|
208
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$14M
|
+$1.96M
|
+18,689
|
+17%
|
|
|
209
|
Harper Investing
Santa Clara,
California
|
$14M
|
+$2.29M
|
+21,877
|
+20%
|
|
|
210
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$13.9M
|
+$212K
|
+2,027
|
+2%
|
|
|
211
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13.9M
|
+$3.28M
|
+31,324
|
+32%
|
|
|
212
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$13.8M
|
+$728K
|
+6,957
|
+6%
|
|
|
213
|
Manhattan West Asset Management
Los Angeles,
California
|
$13.7M
|
+$592K
|
+5,654
|
+5%
|
|
|
214
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$13.7M
|
-$224K
|
-2,139
|
-2%
|
|
|
215
|
Citizens Financial Group
Providence,
Rhode Island
|
$13.7M
|
-$625K
|
-5,974
|
-4%
|
|
|
216
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$13.4M
|
-$9.61M
|
-91,863
|
-42%
|
|
|
217
|
Waverly Advisors
Birmingham,
Alabama
|
$13.3M
|
-$69.2K
|
-661
|
-0.5%
|
|
|
218
|
Single Point Partners
Boston,
Massachusetts
|
$13.1M
|
-$96.6K
|
-923
|
-0.7%
|
|
|
219
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$13M
|
+$1M
|
+9,599
|
+9%
|
|
|
220
|
Clearstead Advisors
Cleveland,
Ohio
|
$12.8M
|
-$241K
|
-2,304
|
-2%
|
|
|
221
|
Horiko Capital Management
New York
|
$12.7M
|
+$3.42M
|
+32,650
|
+38%
|
|
|
222
|
|
$12.6M
|
+$12.4M
|
+118,679
|
New
|
|
|
223
|
&Partners
Nashville,
Tennessee
|
$12.6M
|
-$1.14M
|
-10,855
|
-8%
|
|
|
224
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$12.6M
|
+$283K
|
+2,701
|
+2%
|
|
|
225
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.6M
|
-$2.02M
|
-19,299
|
-14%
|
|
