|
101
|
Winch Advisory Services
Appleton,
Wisconsin
|
$12M
|
-$296K
|
-2,685
|
-2%
|
|
|
102
|
Creative Planning
Overland Park,
Kansas
|
$12M
|
+$841K
|
+7,628
|
+8%
|
|
|
103
|
Mayport LLC
Newton,
Massachusetts
|
$11.8M
|
-$270K
|
-2,452
|
-2%
|
|
|
104
|
Udine Wealth Management
Boca Raton,
Florida
|
$11.8M
|
-$110K
|
-1,000
|
-0.9%
|
|
|
105
|
KFA Private Wealth Group
Tysons,
Virginia
|
$11.4M
|
+$610K
|
+5,532
|
+6%
|
|
|
106
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$11.2M
|
-$307K
|
-2,788
|
-3%
|
|
|
107
|
Penserra Capital Management
Orinda,
California
|
$11.2M
|
-$10.3M
|
-93,751
|
-48%
|
|
|
108
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$11.1M
|
-$3.22M
|
-29,197
|
-23%
|
|
|
109
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$10.8M
|
-$3M
|
-27,163
|
-22%
|
|
|
110
|
|
$10.5M
|
+$6.61M
|
+59,936
|
+170%
|
|
|
111
|
Farringdon Capital
London,
United Kingdom
|
$10.5M
|
–
|
–
|
–
|
|
|
112
|
One Day In July LLC
Burlington,
Vermont
|
$10.5M
|
-$1.61M
|
-14,555
|
-13%
|
|
|
113
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$10.3M
|
+$1.4M
|
+12,686
|
+16%
|
|
|
114
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$10.3M
|
-$2.66M
|
-24,158
|
-21%
|
|
|
115
|
GatePass Capital
Independence,
Ohio
|
$9.86M
|
-$740K
|
-6,714
|
-7%
|
|
|
116
|
Meridian Wealth Management
Lexington,
Kentucky
|
$9.57M
|
+$354K
|
+3,209
|
+4%
|
|
|
117
|
Private Advisor Group
Morristown,
New Jersey
|
$9.43M
|
-$515K
|
-4,667
|
-5%
|
|
|
118
|
RFG Advisory
Birmingham,
Alabama
|
$9.41M
|
-$6.84M
|
-62,022
|
-42%
|
|
|
119
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.35M
|
-$10.2M
|
-92,063
|
-52%
|
|
|
120
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$9.18M
|
-$386K
|
-3,500
|
-4%
|
|
|
121
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.1M
|
-$3.13M
|
-28,340
|
-26%
|
|
|
122
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$9.07M
|
-$192K
|
-1,743
|
-2%
|
|
|
123
|
Arete Wealth Advisors
Chicago,
Illinois
|
$9.01M
|
+$402K
|
+3,641
|
+5%
|
|
|
124
|
Alterna Wealth Management
Houston,
Texas
|
$8.96M
|
-$2.89M
|
-26,240
|
-24%
|
|
|
125
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.86M
|
-$438K
|
-3,969
|
-5%
|
|
