|
1201
|
TFO Wealth Partners
Maumee,
Ohio
|
$10.8M
|
+$387K
|
+659
|
+4%
|
|
|
1202
|
Morangie Management
Vero Beach,
Florida
|
$10.8M
|
-$2.53M
|
-4,299
|
-18%
|
|
|
1203
|
WestEnd Advisors
Charlotte,
North Carolina
|
$10.8M
|
-$20M
|
-34,094
|
-64%
|
|
|
1204
|
Global Financial Private Client
Sarasota,
Florida
|
$10.8M
|
-$684K
|
-1,163
|
-6%
|
|
|
1205
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$10.8M
|
+$1.95M
|
+3,326
|
+21%
|
|
|
1206
|
First National Bank of Omaha
Omaha,
Nebraska
|
$10.8M
|
+$55.8K
|
+95
|
+0.5%
|
|
|
1207
|
Channel Wealth
Santa Barbara,
California
|
$10.8M
|
+$1.42M
|
+2,418
|
+14%
|
|
|
1208
|
Sentinus LLC
Oak Brook,
Illinois
|
$10.8M
|
-$249K
|
-423
|
-2%
|
|
|
1209
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$10.8M
|
+$269K
|
+457
|
+2%
|
|
|
1210
|
VOYA Investment Management
Atlanta,
Georgia
|
$10.8M
|
+$2.31M
|
+3,929
|
+26%
|
|
|
1211
|
Edge Financial Advisors
Wheaton,
Illinois
|
$10.8M
|
-$135K
|
-229
|
-1%
|
|
|
1212
|
Fusion Family Wealth
Woodbury,
New York
|
$10.8M
|
+$5.55M
|
+9,435
|
+96%
|
|
|
1213
|
Lyell Wealth Management
Menlo Park,
California
|
$10.8M
|
-$761K
|
-1,295
|
-6%
|
|
|
1214
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$10.7M
|
-$773K
|
-1,315
|
-6%
|
|
|
1215
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$10.7M
|
-$452K
|
-769
|
-4%
|
|
|
1216
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$10.7M
|
+$390K
|
+663
|
+4%
|
|
|
1217
|
Oxler Private Wealth
Rye Brook,
New York
|
$10.6M
|
-$11.8K
|
-20
|
-0.1%
|
|
|
1218
|
AlphaCore Capital
La Jolla,
California
|
$10.6M
|
+$11.1M
|
+18,877
|
New
|
|
|
1219
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$10.6M
|
+$6.24M
|
+10,609
|
+129%
|
|
|
1220
|
Cordant Inc
Portland,
Oregon
|
$10.5M
|
-$377K
|
-642
|
-3%
|
|
|
1221
|
Quadcap Wealth Management
Frisco,
Texas
|
$10.5M
|
-$125K
|
-212
|
-1%
|
|
|
1222
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$10.5M
|
+$3.68M
|
+6,255
|
+50%
|
|
|
1223
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$10.4M
|
-$4.7K
|
-8
|
-0%
|
|
|
1224
|
Transform Wealth
Greenwood Village,
Colorado
|
$10.4M
|
-$22.4M
|
-38,176
|
-67%
|
|
|
1225
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$10.4M
|
-$27K
|
-46
|
-0.2%
|
|
