|
201
|
ProVise Management Group
Clearwater,
Florida
|
$13.4M
|
-$969K
|
-35,373
|
-6%
|
|
|
202
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$13.3M
|
-$195K
|
-7,130
|
-1%
|
|
|
203
|
Gill Capital Partners
Denver,
Colorado
|
$13.3M
|
-$783K
|
-28,603
|
-5%
|
|
|
204
|
Regimen Wealth
Atlanta,
Georgia
|
$13.3M
|
+$74.8K
|
+2,730
|
+0.5%
|
|
|
205
|
Kaizen Financial Strategies
Campbell,
California
|
$13.2M
|
+$595K
|
+21,727
|
+4%
|
|
|
206
|
Payne Capital Management
New York
|
$13.1M
|
+$219K
|
+7,980
|
+2%
|
|
|
207
|
World Investment Advisors
Santa Barbara,
California
|
$13.1M
|
-$18.3M
|
-667,383
|
-56%
|
|
|
208
|
|
$13M
|
+$10.6M
|
+385,822
|
+286%
|
|
|
209
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$12.9M
|
-$2.95M
|
-107,750
|
-17%
|
|
|
210
|
Rovin Capital
Mesa,
Arizona
|
$12.8M
|
-$6.05M
|
-220,815
|
-30%
|
|
|
211
|
|
$12.7M
|
-$522K
|
-19,050
|
-4%
|
|
|
212
|
Friday Financial
Dubuque,
Iowa
|
$12.7M
|
+$409K
|
+14,916
|
+3%
|
|
|
213
|
Martel Wealth Advisors
Vancouver,
Washington
|
$12.7M
|
-$748K
|
-27,328
|
-5%
|
|
|
214
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$12.6M
|
+$8.59M
|
+313,639
|
+166%
|
|
|
215
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$12.6M
|
-$357K
|
-13,051
|
-3%
|
|
|
216
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$12.6M
|
-$650K
|
-23,733
|
-5%
|
|
|
217
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$12.6M
|
+$543K
|
+19,843
|
+4%
|
|
|
218
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$12.5M
|
+$13.4K
|
+491
|
+0.1%
|
|
|
219
|
AllGen Financial Advisors
Orlando,
Florida
|
$12.5M
|
+$1.84M
|
+67,110
|
+16%
|
|
|
220
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$12.4M
|
+$317K
|
+11,571
|
+2%
|
|
|
221
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$12.3M
|
+$225K
|
+8,209
|
+2%
|
|
|
222
|
FinDec Wealth Services
Stockton,
California
|
$12.2M
|
+$8.83M
|
+322,242
|
+193%
|
|
|
223
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$12.2M
|
+$4.29M
|
+156,672
|
+50%
|
|
|
224
|
SeaCrest Wealth Management
Purchase,
New York
|
$12.2M
|
-$659K
|
-24,072
|
-5%
|
|
|
225
|
Donaldson Capital Management
Evansville,
Indiana
|
$12.1M
|
+$548K
|
+19,996
|
+4%
|
|
