|
301
|
Archvest Wealth Advisors
Concord,
California
|
$24.2M
|
-$14.2M
|
-144,244
|
-37%
|
|
|
302
|
Boyd Wealth Management
Sacramento,
California
|
$24M
|
+$9.66M
|
+98,067
|
+66%
|
|
|
303
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$24M
|
+$1.19M
|
+12,127
|
+5%
|
|
|
304
|
Perigon Wealth Management
San Francisco,
California
|
$24M
|
-$4.28M
|
-43,464
|
-15%
|
|
|
305
|
Eley Financial Management
South Burlington,
Vermont
|
$24M
|
+$846K
|
+8,588
|
+4%
|
|
|
306
|
Lazard Asset Management
New York
|
$23.8M
|
–
|
–
|
–
|
|
|
307
|
Chemung Canal Trust
Elmira,
New York
|
$23.7M
|
+$7.94M
|
+80,617
|
+49%
|
|
|
308
|
Financial Designs
Claremont,
California
|
$23.5M
|
+$35K
|
+355
|
+0.1%
|
|
|
309
|
Golden State Wealth Management
Santa Ana,
California
|
$23.4M
|
+$23.8M
|
+241,271
|
New
|
|
|
310
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$23.2M
|
+$40.4K
|
+410
|
+0.2%
|
|
|
311
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$22.9M
|
-$12M
|
-121,537
|
-34%
|
|
|
312
|
Summit Wealth Partners
Orlando,
Florida
|
$22.9M
|
+$263K
|
+2,672
|
+1%
|
|
|
313
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$22.8M
|
+$352K
|
+3,572
|
+2%
|
|
|
314
|
Matrix Trust Company
Denver,
Colorado
|
$22.8M
|
-$438K
|
-4,445
|
-2%
|
|
|
315
|
Advisory Services Network
Atlanta,
Georgia
|
$22.7M
|
+$677K
|
+6,878
|
+3%
|
|
|
316
|
Berger Financial Group
Plymouth,
Minnesota
|
$22.7M
|
-$655K
|
-6,652
|
-3%
|
|
|
317
|
Marcum Wealth
Cleveland,
Ohio
|
$22.2M
|
+$6.25M
|
+63,436
|
+38%
|
|
|
318
|
Brown Advisory
Baltimore,
Maryland
|
$22M
|
+$3M
|
+30,439
|
+15%
|
|
|
319
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$21.9M
|
+$1.32M
|
+13,407
|
+6%
|
|
|
320
|
BayBridge Capital Group
Pleasanton,
California
|
$21.9M
|
-$463K
|
-4,702
|
-2%
|
|
|
321
|
Snider Financial Group
Bellevue,
Washington
|
$21.9M
|
+$1.62M
|
+16,495
|
+8%
|
|
|
322
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$21.9M
|
+$327K
|
+3,317
|
+1%
|
|
|
323
|
TCI Wealth Advisors
Tucson,
Arizona
|
$21.8M
|
+$794K
|
+8,062
|
+4%
|
|
|
324
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$21.7M
|
+$862K
|
+8,750
|
+4%
|
|
|
325
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$21.7M
|
–
|
–
|
–
|
|
