|
126
|
GM Advisory Group
Melville,
New York
|
$15.2M
|
-$172K
|
-4,766
|
-1%
|
|
|
127
|
Waverly Advisors
Birmingham,
Alabama
|
$15M
|
+$594K
|
+16,447
|
+4%
|
|
|
128
|
Corient Private Wealth
Miami,
Florida
|
$14.5M
|
+$1.5M
|
+41,472
|
+12%
|
|
|
129
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$14.4M
|
–
|
–
|
–
|
|
|
130
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$14.4M
|
-$2.28M
|
-63,298
|
-14%
|
|
|
131
|
Diversify Wealth Management
Sandy,
Utah
|
$14.4M
|
+$1.91M
|
+52,962
|
+15%
|
|
|
132
|
D.J. St. Germain
Springfield,
Massachusetts
|
$14.4M
|
-$655K
|
-18,155
|
-5%
|
|
|
133
|
Fairfield University
Fairfield,
Connecticut
|
$14.2M
|
-$2.85M
|
-78,900
|
-17%
|
|
|
134
|
Berger Financial Group
Plymouth,
Minnesota
|
$13.9M
|
+$1.04M
|
+28,898
|
+8%
|
|
|
135
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$13.9M
|
+$364K
|
+10,086
|
+3%
|
|
|
136
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$13.7M
|
+$7.9M
|
+218,972
|
+150%
|
|
|
137
|
RFG Advisory
Birmingham,
Alabama
|
$13.6M
|
-$58.2K
|
-1,612
|
-0.4%
|
|
|
138
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$13.4M
|
+$9.61M
|
+266,254
|
+295%
|
|
|
139
|
Strategic Financial Planning
Plano,
Texas
|
$13.4M
|
-$846K
|
-23,443
|
-6%
|
|
|
140
|
Procyon Advisors
Shelton,
Connecticut
|
$13M
|
+$568K
|
+15,726
|
+5%
|
|
|
141
|
Snowden Capital Advisors
New York
|
$13M
|
+$420K
|
+11,648
|
+3%
|
|
|
142
|
Raymond James & Associates
St Petersburg,
Florida
|
$13M
|
+$371K
|
+10,289
|
+3%
|
|
|
143
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
$12.8M
|
+$465K
|
+12,891
|
+4%
|
|
|
144
|
|
$12.8M
|
+$5.53M
|
+153,250
|
+82%
|
|
|
145
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$12.7M
|
+$12.2M
|
+338,926
|
New
|
|
|
146
|
WrapManager Inc
Mill Valley,
California
|
$12.7M
|
+$2.55M
|
+70,613
|
+26%
|
|
|
147
|
JDM Financial Group
Austin,
Texas
|
$12.6M
|
+$833K
|
+23,086
|
+7%
|
|
|
148
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.5M
|
-$811K
|
-22,475
|
-6%
|
|
|
149
|
Strategic Financial Partners
Bend,
Oregon
|
$12M
|
-$2.86M
|
-79,241
|
-20%
|
|
|
150
|
Gradient Capital Advisors
San Diego,
California
|
$11.9M
|
+$875K
|
+24,227
|
+8%
|
|
