|
201
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$12.8M
|
+$256K
|
+2,407
|
+2%
|
|
|
202
|
Stokes Family Office
New Orleans,
Louisiana
|
$12.6M
|
+$221K
|
+2,073
|
+2%
|
|
|
203
|
Executive Wealth Management
Brighton,
Michigan
|
$12.6M
|
+$11.2M
|
+105,465
|
+957%
|
|
|
204
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$12.6M
|
+$1.37M
|
+12,896
|
+12%
|
|
|
205
|
NWAM LLC
Mercer Island,
Washington
|
$12.5M
|
+$200K
|
+1,879
|
+2%
|
|
|
206
|
|
$12.5M
|
+$824K
|
+7,741
|
+7%
|
|
|
207
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$12.4M
|
+$874K
|
+8,217
|
+8%
|
|
|
208
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$12.4M
|
-$20K
|
-188
|
-0.2%
|
|
|
209
|
NinePointTwo Capital
Los Angeles,
California
|
$12.4M
|
–
|
–
|
–
|
|
|
210
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$12.4M
|
+$12.2M
|
+114,235
|
New
|
|
|
211
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$12.3M
|
+$12.1M
|
+113,554
|
New
|
|
|
212
|
Investment Advisory Group
Hanover,
Massachusetts
|
$12.2M
|
+$209K
|
+1,966
|
+2%
|
|
|
213
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$12M
|
-$4.14M
|
-38,932
|
-26%
|
|
|
214
|
Country Club Bank
Kansas City,
Missouri
|
$11.7M
|
-$657K
|
-6,171
|
-5%
|
|
|
215
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$11.6M
|
+$1.9M
|
+17,813
|
+20%
|
|
|
216
|
Transcend Capital Advisors
Madison,
New Jersey
|
$11.6M
|
-$1.52M
|
-14,290
|
-12%
|
|
|
217
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$11.4M
|
+$11.2M
|
+105,644
|
New
|
|
|
218
|
Nissay Asset Management
Tokyo,
Japan
|
$11.4M
|
-$6.83M
|
-64,149
|
-38%
|
|
|
219
|
Sigma Investment Counselors
Northville,
Michigan
|
$11.4M
|
-$935K
|
-8,790
|
-8%
|
|
|
220
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.4M
|
+$2.41M
|
+22,689
|
+14%
|
|
|
221
|
SEI Investments
Oaks,
Pennsylvania
|
$11.3M
|
-$406K
|
-3,818
|
-4%
|
|
|
222
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$11.3M
|
+$1.15M
|
+10,818
|
+12%
|
|
|
223
|
Zhang Financial
Portage,
Michigan
|
$11.1M
|
+$3.21M
|
+30,176
|
+42%
|
|
|
224
|
Comerica Securities
Detroit,
Michigan
|
$10.9M
|
-$1.3M
|
-12,188
|
-11%
|
|
|
225
|
Evergreen Capital Management
Bellevue,
Washington
|
$10.9M
|
-$271K
|
-2,551
|
-2%
|
|
