|
101
|
American Money Management
Rancho Santa Fe,
California
|
$14.8M
|
+$539K
|
+5,240
|
+4%
|
|
|
102
|
JSF Financial
Los Angeles,
California
|
$14.8M
|
-$7.62M
|
-73,998
|
-34%
|
|
|
103
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$14.7M
|
+$617K
|
+5,989
|
+4%
|
|
|
104
|
|
$14.3M
|
–
|
–
|
–
|
|
|
105
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$14.3M
|
+$13.7M
|
+133,038
|
+2,742%
|
|
|
106
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.1M
|
-$4.68M
|
-45,418
|
-20%
|
|
|
107
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$14M
|
-$243K
|
-2,364
|
-2%
|
|
|
108
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.9M
|
+$1.36M
|
+13,166
|
+11%
|
|
|
109
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$13.7M
|
+$10.3M
|
+99,657
|
+304%
|
|
|
110
|
Ethos Capital Management
Newtown,
Pennsylvania
|
$13.5M
|
+$2.27M
|
+22,035
|
+20%
|
|
|
111
|
Park Edge Advisors
Cleveland,
Ohio
|
$13.5M
|
+$493K
|
+4,785
|
+4%
|
|
|
112
|
NBT Bank
Norwich,
New York
|
$13.5M
|
+$381K
|
+3,700
|
+3%
|
|
|
113
|
McMorgan & Co
San Francisco,
California
|
$13.3M
|
+$324K
|
+3,145
|
+3%
|
|
|
114
|
Corient Private Wealth
Miami,
Florida
|
$13M
|
-$330K
|
-3,209
|
-2%
|
|
|
115
|
Portfolio Design Labs
Encino,
California
|
$12.5M
|
+$2.74M
|
+26,654
|
+28%
|
|
|
116
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$12.4M
|
+$2.51M
|
+24,355
|
+25%
|
|
|
117
|
Insight Wealth Strategies
San Ramon,
California
|
$12.3M
|
+$12.2M
|
+118,544
|
New
|
|
|
118
|
Guggenheim Capital
Chicago,
Illinois
|
$12.1M
|
-$1.08M
|
-10,476
|
-8%
|
|
|
119
|
Prasad Wealth Partners
Independence,
Ohio
|
$12.1M
|
+$193K
|
+1,876
|
+2%
|
|
|
120
|
Stifel Financial
St. Louis,
Missouri
|
$11.9M
|
-$2.05M
|
-19,943
|
-15%
|
|
|
121
|
Holcombe Financial
Atlanta,
Georgia
|
$11.9M
|
+$651K
|
+6,320
|
+6%
|
|
|
122
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$11.6M
|
+$11.5M
|
+111,829
|
New
|
|
|
123
|
Waverly Advisors
Birmingham,
Alabama
|
$11.6M
|
+$10.8M
|
+104,728
|
+1,488%
|
|
|
124
|
Leavell Investment Management
Mobile,
Alabama
|
$11.5M
|
+$1.2M
|
+11,703
|
+12%
|
|
|
125
|
Talon Private Wealth
The Villages,
Florida
|
$11.4M
|
+$11.4M
|
+110,494
|
New
|
|
