1626
Clarity Capital Advisors
Lakewood Ranch,
Florida
$239M
+$23.9M
+11%
10.6%
–
96
2.08%
1627
Norway Savings Bank
Portland,
Maine
$239M
+$27.6M
+13%
26.6%
101%
109
10.09%
1628
City National Bank of Florida
Miami,
Florida
$238M
+$70.8M
+42%
18.2%
–
163
30.06%
1629
Green Ridge Wealth Planning
Montville,
New Jersey
$238M
+$47.7M
+25%
23.3%
–
98
16.33%
1630
BlueDoor Private Wealth
Beverly,
Massachusetts
$238M
+$21.7M
+10%
10.8%
–
171
18.13%
1631
Client First Investment Management
West Bend,
Wisconsin
$237M
+$44.9M
+23%
43.8%
–
36
77.78%
1632
Grant Private Wealth Management
Pleasanton,
California
$237M
+$48.7M
+26%
26.7%
–
171
14.04%
1633
Sequent Asset Management
Houston,
Texas
$237M
+$28.2M
+13%
13.4%
51.3%
99
19.19%
1634
Arcadia Investment Advisors
Eagle,
Idaho
$237M
+$25.3M
+12%
11.2%
51.4%
83
6.02%
1635
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
$237M
+$10.7M
+5%
1.05%
44.9%
67
40.3%
1636
True Blue Financial
Stevensville,
Michigan
$237M
+$110M
+87%
10%
–
62
17.74%
1637
Grove Street Fiduciary
Peterborough,
New Hampshire
$237M
+$9.84M
+4%
6.12%
–
80
13.75%
1638
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
$237M
+$13.4M
+6%
8.55%
35.2%
31
32.26%
1639
Deane Retirement Strategies
New Orleans,
Louisiana
$236M
-$12.4M
-5%
1.53%
64.7%
77
58.44%
1640
EPIQ Partners
Minneapolis,
Minnesota
$236M
+$21.8M
+10%
10.5%
44.3%
99
17.17%
1641
Latko Wealth Management
Frankfort,
Illinois
$236M
+$30.5M
+15%
14.8%
–
39
12.82%
1642
Team Financial Group
Temecula,
California
$236M
+$15.2M
+7%
8.14%
42.4%
274
79.93%
1643
BostonPremier Wealth
Hanover,
Massachusetts
$235M
+$41.9M
+22%
19.8%
–
79
11.39%
1644
Allodium Investment Consultants
Minneapolis,
Minnesota
$235M
+$26.6M
+13%
10.2%
–
57
8.77%
1645
DLK Investment Management
Solana Beach,
California
$235M
-$17.8M
-7%
5.17%
–
126
50.79%
1646
Plan A Wealth
Lincoln,
Nebraska
$235M
+$26.3M
+13%
10.8%
–
209
22.01%
1647
MN Wealth Advisors
Overland Park,
Kansas
$235M
+$29.3M
+14%
14.2%
–
141
17.02%
1648
Peregrine Investment Management
Toronto,
Ontario, Canada
$235M
+$108M
+85%
78.3%
–
31
51.61%
1649
Core Wealth Partners
Santa Rosa,
California
$235M
+$19.6M
+9%
15.3%
63.8%
205
19.02%
1650
Trevian Wealth Management
Weston,
Massachusetts
$235M
+$32M
+16%
15.1%
94.1%
45
4.44%