|
2201
|
Personal CFO Solutions
Chester,
New Jersey
|
$24.1M
|
+$75.8K
|
8
|
5.95%
|
Increased
|
|
|
2202
|
Marietta Wealth Management
Marietta,
Georgia
|
$24M
|
+$159K
|
4
|
6.6%
|
Increased
|
|
|
2203
|
Golden State Wealth Management
Santa Ana,
California
|
$24M
|
+$3.67M
|
8
|
6.95%
|
Increased
|
|
|
2204
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$24M
|
+$84.4K
|
11
|
11.26%
|
Increased
|
|
|
2205
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$23.9M
|
-$1.06M
|
8
|
5.68%
|
Reduced
|
|
|
2206
|
McDonald Partners
Cleveland,
Ohio
|
$23.9M
|
+$23.2M
|
7
|
6.73%
|
New
|
|
|
2207
|
Jupiter Wealth Management
Glendale,
Colorado
|
$23.9M
|
+$511K
|
5
|
14.64%
|
Increased
|
|
|
2208
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$23.9M
|
+$7.12M
|
5
|
2.34%
|
Increased
|
|
|
2209
|
Kettle Hill Capital Management
New York
|
$23.9M
|
+$23.2M
|
2
|
4.87%
|
New
|
|
|
2210
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$23.9M
|
-$61.5M
|
12
|
7.33%
|
Reduced
|
|
|
2211
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$23.8M
|
+$393K
|
16
|
4%
|
Increased
|
|
|
2212
|
Alpha Paradigm Partners
Chicago,
Illinois
|
$23.8M
|
+$22.9M
|
7
|
8.24%
|
New
|
|
|
2213
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$23.7M
|
+$11.4M
|
5
|
13.87%
|
Increased
|
|
|
2214
|
Krilogy Financial
St. Louis,
Missouri
|
$23.7M
|
+$876K
|
8
|
2.85%
|
Increased
|
|
|
2215
|
SimplyRich
Carlsbad,
California
|
$23.7M
|
-$142K
|
7
|
10.6%
|
Reduced
|
|
|
2216
|
Insight Advisors
Newtown,
Pennsylvania
|
$23.6M
|
+$23M
|
9
|
8.94%
|
New
|
|
|
2217
|
Stony Point Capital
New York
|
$23.6M
|
-$2.75M
|
2
|
10.35%
|
Reduced
|
|
|
2218
|
Asset Planning Services Inc
Covington,
Louisiana
|
$23.6M
|
-$339K
|
3
|
15.12%
|
Reduced
|
|
|
2219
|
Lowell Blake & Associates
Boston,
Massachusetts
|
$23.6M
|
-$425K
|
4
|
17.45%
|
Reduced
|
|
|
2220
|
|
$23.6M
|
+$50.7K
|
8
|
3.47%
|
Increased
|
|
|
2221
|
Penbrook Management
New York
|
$23.5M
|
+$191K
|
4
|
18.14%
|
Increased
|
|
|
2222
|
Cunning Capital Partners
Morrisville,
North Carolina
|
$23.5M
|
+$2.73M
|
4
|
12.56%
|
Increased
|
|
|
2223
|
|
$23.5M
|
-$1.75M
|
4
|
9.53%
|
Reduced
|
|
|
2224
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$23.5M
|
-$203K
|
4
|
10.13%
|
Reduced
|
|
|
2225
|
Blume Capital Management
Berkeley,
California
|
$23.5M
|
-$1.98M
|
7
|
10.03%
|
Reduced
|
|