|
2101
|
Semus Wealth Partners
Boca Raton,
Florida
|
$2.72M
|
+$427K
|
+9,220
|
+20%
|
|
|
2102
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$2.72M
|
+$80.4M
|
+1,734,990
|
New
|
|
|
2103
|
Vicus Capital
State College,
Pennsylvania
|
$2.71M
|
-$945K
|
-20,400
|
-27%
|
|
|
2104
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$2.69M
|
+$2.52M
|
+54,370
|
New
|
|
|
2105
|
|
$2.69M
|
+$1.27M
|
+27,370
|
+101%
|
|
|
2106
|
XML Financial
Bethesda,
Maryland
|
$2.69M
|
+$89K
|
+1,920
|
+4%
|
|
|
2107
|
Winthrop Capital Management
Carmel,
Indiana
|
$2.69M
|
+$2.51M
|
+54,240
|
New
|
|
|
2108
|
Veracity Capital
Atlanta,
Georgia
|
$2.68M
|
-$55.6K
|
-1,200
|
-2%
|
|
|
2109
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$2.68M
|
+$1.11M
|
+23,870
|
+79%
|
|
|
2110
|
Principal Street Partners
Memphis,
Tennessee
|
$2.68M
|
+$47.7K
|
+1,030
|
+2%
|
|
|
2111
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.68M
|
-$176K
|
-3,790
|
-7%
|
|
|
2112
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
$2.67M
|
-$4.72M
|
-101,900
|
-65%
|
|
|
2113
|
Insight Wealth Strategies
San Ramon,
California
|
$2.67M
|
-$571K
|
-12,320
|
-19%
|
|
|
2114
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$2.67M
|
+$44.5K
|
+960
|
+2%
|
|
|
2115
|
Woodward Diversified Capital
Bakersfield,
California
|
$2.67M
|
-$10.7K
|
-230
|
-0.4%
|
|
|
2116
|
Asahi Life Asset Management
Tokyo,
Japan
|
$2.67M
|
+$13.9K
|
+300
|
+0.6%
|
|
|
2117
|
Range Financial Group
Tigard,
Oregon
|
$2.67M
|
+$70.9K
|
+1,530
|
+3%
|
|
|
2118
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$2.66M
|
+$2.2M
|
+47,570
|
+786%
|
|
|
2119
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$2.65M
|
+$46.3K
|
+1,000
|
+2%
|
|
|
2120
|
Joel Isaacson & Co
New York
|
$2.65M
|
+$262K
|
+5,660
|
+12%
|
|
|
2121
|
SWS Partners
Columbus,
Ohio
|
$2.65M
|
–
|
–
|
–
|
|
|
2122
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.64M
|
+$146K
|
+3,150
|
+6%
|
|
|
2123
|
TrueMark Investments
Chicago,
Illinois
|
$2.64M
|
+$2.47M
|
+53,280
|
New
|
|
|
2124
|
Vantage Wealth
Pasadena,
California
|
$2.63M
|
–
|
–
|
–
|
|
|
2125
|
The Family Firm
Bethesda,
Maryland
|
$2.63M
|
–
|
–
|
–
|
|
