|
101
|
Omega Financial Group
Santa Barbara,
California
|
$21.8M
|
-$543K
|
-6,157
|
-2%
|
|
|
102
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$21.6M
|
+$752K
|
+8,525
|
+4%
|
|
|
103
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$20.6M
|
+$2.42M
|
+27,404
|
+13%
|
|
|
104
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$20.2M
|
+$694K
|
+7,873
|
+4%
|
|
|
105
|
Pacific Capital Wealth Advisors
Corona,
California
|
$20M
|
-$3.35M
|
-37,943
|
-14%
|
|
|
106
|
Valmark Advisers
Akron,
Ohio
|
$19.5M
|
+$477K
|
+5,411
|
+3%
|
|
|
107
|
|
$19.3M
|
+$1.02M
|
+11,561
|
+6%
|
|
|
108
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$19.2M
|
+$400K
|
+4,533
|
+2%
|
|
|
109
|
Neuberger Berman Group
New York
|
$18.9M
|
+$18.9K
|
+214
|
+0.1%
|
|
|
110
|
McIlrath & Eck
Arlington,
Washington
|
$18.8M
|
+$703K
|
+7,966
|
+4%
|
|
|
111
|
DecisionPoint Financial
Mesa,
Arizona
|
$18.7M
|
+$685K
|
+7,767
|
+4%
|
|
|
112
|
Fairfield University
Fairfield,
Connecticut
|
$18.7M
|
+$179K
|
+2,035
|
+1%
|
|
|
113
|
First Financial Bankshares
Abilene,
Texas
|
$18.7M
|
-$8.7M
|
-98,645
|
-32%
|
|
|
114
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$18.6M
|
+$1.27M
|
+14,413
|
+7%
|
|
|
115
|
Austin Asset Management
Austin,
Texas
|
$18.5M
|
+$577K
|
+6,538
|
+3%
|
|
|
116
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$18M
|
+$678K
|
+7,683
|
+4%
|
|
|
117
|
Tanglewood Wealth Management
Houston,
Texas
|
$18M
|
-$1.06M
|
-12,010
|
-6%
|
|
|
118
|
Alpha Capital Management
Austin,
Texas
|
$17.9M
|
+$349K
|
+3,960
|
+2%
|
|
|
119
|
Trilogy Capital
Irvine,
California
|
$17.9M
|
+$8.49M
|
+96,253
|
+92%
|
|
|
120
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$17.4M
|
+$14.9M
|
+168,554
|
+623%
|
|
|
121
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$17.4M
|
-$6.43M
|
-72,903
|
-27%
|
|
|
122
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$17.1M
|
+$1.49M
|
+16,867
|
+10%
|
|
|
123
|
Schoolcraft Capital
Boulder,
Colorado
|
$17M
|
-$2.14M
|
-24,261
|
-11%
|
|
|
124
|
CreativeOne Wealth
Overland Park,
Kansas
|
$16.8M
|
+$302K
|
+3,429
|
+2%
|
|
|
125
|
Lido Advisors
Los Angeles,
California
|
$16.5M
|
+$3.52M
|
+39,948
|
+27%
|
|
