|
201
|
Rezny Wealth Management
Fort Myers,
Florida
|
$18.5M
|
+$6.99M
|
+145,833
|
+59%
|
|
|
202
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$18.3M
|
-$33.4M
|
-697,000
|
-64%
|
|
|
203
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$18.3M
|
-$1.19M
|
-24,900
|
-6%
|
|
|
204
|
Planning Alternatives
Birmingham,
Michigan
|
$18M
|
+$2.65M
|
+55,200
|
+17%
|
|
|
205
|
Fusion Family Wealth
Woodbury,
New York
|
$18M
|
+$1.4M
|
+29,195
|
+8%
|
|
|
206
|
O'Dell Group
Cincinnati,
Ohio
|
$17.9M
|
+$414K
|
+8,630
|
+2%
|
|
|
207
|
Baker Avenue Asset Management
San Francisco,
California
|
$17.7M
|
+$1.56M
|
+32,570
|
+9%
|
|
|
208
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$17.7M
|
+$450K
|
+9,390
|
+3%
|
|
|
209
|
Freestone Capital Holdings
Seattle,
Washington
|
$17.2M
|
+$472K
|
+9,850
|
+3%
|
|
|
210
|
Peninsula Wealth
San Francisco,
California
|
$17.1M
|
+$17.5M
|
+364,616
|
New
|
|
|
211
|
Ancora Advisors
Cleveland,
Ohio
|
$17.1M
|
-$189K
|
-3,950
|
-1%
|
|
|
212
|
Blue Edge Capital
Richmond,
Virginia
|
$16.9M
|
+$102K
|
+2,123
|
+0.6%
|
|
|
213
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$16.9M
|
+$1.17M
|
+24,360
|
+7%
|
|
|
214
|
Hollencrest Capital Management
Newport Beach,
California
|
$16.6M
|
+$541K
|
+11,273
|
+3%
|
|
|
215
|
D. Scott Neal
Lexington,
Kentucky
|
$16.5M
|
+$16.9M
|
+352,153
|
New
|
|
|
216
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$16.5M
|
+$324K
|
+6,759
|
+2%
|
|
|
217
|
Veritable
Wilmington,
Delaware
|
$16.4M
|
-$62.6K
|
-1,306
|
-0.4%
|
|
|
218
|
Crestone Asset Management
Boulder,
Colorado
|
$16.4M
|
-$864K
|
-18,023
|
-5%
|
|
|
219
|
Boston Family Office
Boston,
Massachusetts
|
$16.3M
|
+$289K
|
+6,020
|
+2%
|
|
|
220
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$16.3M
|
+$942K
|
+19,652
|
+6%
|
|
|
221
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$16.2M
|
+$31.7K
|
+661
|
+0.2%
|
|
|
222
|
Capital Investment Advisors
Atlanta,
Georgia
|
$16.1M
|
+$435K
|
+9,069
|
+3%
|
|
|
223
|
Parsec Financial Management
Asheville,
North Carolina
|
$16.1M
|
+$3.02M
|
+63,055
|
+23%
|
|
|
224
|
Eastern Bank
Boston,
Massachusetts
|
$16M
|
+$2.19M
|
+45,674
|
+15%
|
|
|
225
|
Omnia Family Wealth
Aventura,
Florida
|
$16M
|
+$286K
|
+5,967
|
+2%
|
|
