701
Eclectic Associates
Fullerton,
California
$878M
+$125M
+17%
10.3%
49.7%
167
7.78%
702
Inspirion Wealth Advisors
Libertyville,
Illinois
$874M
+$70.4M
+9%
9.53%
47%
199
14.07%
703
Concord Wealth Partners
Abingdon,
Virginia
$873M
+$103M
+13%
14.3%
66%
886
76.64%
704
Thompson Investment Management
Madison,
Wisconsin
$872M
+$98.1M
+13%
12.6%
83.5%
519
6.74%
705
Walkner Condon Financial Advisors
Madison,
Wisconsin
$871M
+$113M
+15%
10.4%
56.8%
360
15%
706
Scarborough Advisors
Annapolis,
Maryland
$871M
-$42.7M
-5%
12.3%
58.4%
764
81.41%
707
Premier Path Wealth Partners
Madison,
New Jersey
$870M
+$102M
+13%
18.4%
–
416
8.17%
708
Gilbert & Cook
West Des Moines,
Iowa
$869M
+$94.7M
+12%
13%
63.2%
238
10.92%
709
Tran Capital Management
San Rafael,
California
$869M
+$140M
+19%
34.3%
149%
78
24.36%
710
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
$868M
+$112M
+15%
18.7%
76.1%
298
9.4%
711
CRA Financial Services
Northfield,
New Jersey
$868M
+$97.5M
+13%
15.2%
78.9%
324
9.57%
712
Fractal Investments
Glastonbury,
Connecticut
$867M
+$21.9M
+3%
3.97%
86.4%
91
23.08%
713
Parkway Wealth Management
Plano,
Texas
$866M
+$75.6M
+10%
22.8%
–
157
19.11%
714
LexAurum Advisors
Overland Park,
Kansas
$866M
+$94.6M
+12%
10.2%
–
440
12.95%
715
D'Orazio & Associates
Falls Church,
Virginia
$864M
+$91.9M
+12%
15.2%
61.2%
345
19.71%
716
Berman McAleer
Timonium,
Maryland
$864M
+$131M
+18%
13.7%
–
182
14.84%
717
BlueSky Wealth Advisors
New Bern,
North Carolina
$863M
+$86.8M
+11%
9.84%
42.9%
129
24.81%
718
Ellenbecker Investment Group
Waukesha,
Wisconsin
$860M
+$117M
+16%
11.4%
56.3%
155
17.42%
719
Foundation Resource Management
Little Rock,
Arkansas
$860M
-$28.8M
-3%
1.32%
67.8%
57
5.26%
720
Portside Wealth Group
Provo,
Utah
$858M
+$120M
+16%
15.8%
81.1%
564
26.42%
721
Unique Wealth
Clearwater,
Florida
$858M
+$135M
+19%
13.7%
63.3%
211
18.48%
722
Pathway Financial Advisors
South Burlington,
Vermont
$857M
+$49M
+6%
9.87%
48.4%
141
11.35%
723
Mattern Capital Management
Lakewood,
Colorado
$857M
+$21.9M
+3%
4.29%
31.5%
173
5.78%
724
Slow Capital
Greenbrae,
California
$857M
+$86.7M
+11%
26.1%
124%
111
6.31%
725
Alley Investment Management Company
Lake Forest,
Illinois
$856M
+$34.9M
+4%
9.31%
54.6%
90
6.67%