301
Dale Q Rice Investment Management
Vancouver,
Washington
$184M
-$930K
-0.5%
0.84%
–
70
5.71%
6.1
302
Ledgewood Wealth Advisors
Exeter,
New Hampshire
$181M
-$6.88M
-4%
1.43%
42.8%
79
10.13%
9
303
Canandaigua National Trust of Florida
Canandaigua,
New York
$181M
–
–
1.65%
–
143
–
4.9
304
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
$181M
-$848K
-0.5%
3.02%
59.7%
79
8.86%
11.3
305
Thryve Wealth Management
Irving,
Texas
$179M
+$294K
+0.2%
0.82%
–
41
9.76%
2.6
306
Byrne Asset Management
Kingston,
New Jersey
$179M
-$5.93M
-3%
1.34%
126%
672
19.64%
7.1
307
Cox Capital Management
Andover,
Massachusetts
$179M
-$1.14M
-0.6%
2.04%
106%
84
15.48%
12.9
308
M.E. Allison & Co
San Antonio,
Texas
$178M
+$4.58M
+3%
1.12%
–
201
7.46%
5.6
309
Strong Retirement Solutions
Silverdale,
Washington
$178M
+$11.1M
+7%
5.18%
–
87
9.2%
2.6
310
GK Wealth Management
Reno,
Nevada
$178M
-$12.8M
-7%
1.33%
–
1,634
86.05%
0.2
311
Bannerman Wealth Management Group
Lewisville,
Texas
$175M
+$3.31M
+2%
0.64%
–
39
10.26%
5.7
312
Longview Financial Advisors
Huntsville,
Alabama
$175M
+$3.72M
+2%
2.78%
47.4%
48
14.58%
8.7
313
Invariant Investment Management
Camp Hill,
Pennsylvania
$173M
+$2.42M
+1%
1.01%
–
75
17.33%
2.6
314
Family Legacy Financial Solutions
Cary,
North Carolina
$173M
+$8.73M
+5%
2.77%
–
68
29.41%
3.8
315
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
$170M
+$2.21M
+1%
1.38%
–
152
11.18%
5.2
316
Pensionfund DSM Netherlands
Sittard,
Netherlands
$170M
-$24.4M
-13%
7.06%
36.9%
76
5.26%
34
317
Williams & Novak
Westlake Village,
California
$169M
+$17.8M
+12%
1.18%
61.6%
163
19.02%
6.4
318
Planning Strategies
Lancaster,
Pennsylvania
$169M
+$8.58M
+5%
1.24%
–
1,198
14.11%
0.9
319
Vann Equity Management
Plano,
Texas
$168M
+$3.5M
+2%
5.18%
–
189
19.05%
1.6
320
Vilga Financial Planning
Fair Lawn,
New Jersey
$168M
+$35.6M
+27%
1.72%
–
105
14.29%
2.4
321
Davis Capital Management
Jacksonville,
Florida
$167M
-$1.66M
-1%
1.78%
–
1,379
22.7%
6
322
Silvia McColl Wealth Management
San Diego,
California
$167M
+$314K
+0.2%
1.73%
82.7%
125
8%
12.1
323
Hickory Point Bank & Trust
Decatur,
Illinois
$166M
+$1.4M
+0.8%
1.53%
–
485
12.99%
3
324
Nautilus Advisors
La Jolla,
California
$165M
-$4.33M
-3%
1.5%
–
186
11.29%
5.4
325
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
$165M
-$5.51M
-3%
0.91%
–
107
71.96%
1.4