|
301
|
PDS Planning
Dublin,
Ohio
|
$12.3M
|
+$372K
|
+5,193
|
+3%
|
|
|
302
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.3M
|
-$2.2M
|
-30,676
|
-15%
|
|
|
303
|
MGO One Seven
Beachwood,
Ohio
|
$12.3M
|
+$9.99M
|
+139,451
|
+453%
|
|
|
304
|
Breakwater Investment Management
Seattle,
Washington
|
$12.2M
|
+$141K
|
+1,962
|
+1%
|
|
|
305
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$12.2M
|
+$4.34M
|
+60,656
|
+57%
|
|
|
306
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
$12.2M
|
+$454K
|
+6,336
|
+4%
|
|
|
307
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.1M
|
+$12.1M
|
+168,363
|
New
|
|
|
308
|
BNP Paribas Financial Markets
Paris,
France
|
$11.9M
|
-$2.11M
|
-29,403
|
-15%
|
|
|
309
|
Merit Financial Group
Alpharetta,
Georgia
|
$11.9M
|
-$2.76M
|
-38,584
|
-19%
|
|
|
310
|
Kestra Private Wealth Services
Austin,
Texas
|
$11.9M
|
+$1.65M
|
+23,004
|
+16%
|
|
|
311
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.9M
|
-$1.19M
|
-16,624
|
-9%
|
|
|
312
|
PFG Advisors
Phoenix,
Arizona
|
$11.7M
|
+$2.21M
|
+30,829
|
+23%
|
|
|
313
|
Gould Capital
Tacoma,
Washington
|
$11.7M
|
-$6.37K
|
-89
|
-0.1%
|
|
|
314
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$11.6M
|
–
|
–
|
–
|
|
|
315
|
Atomi Financial Group
New York
|
$11.6M
|
+$7.65M
|
+106,767
|
+199%
|
|
|
316
|
Blume Capital Management
Berkeley,
California
|
$11.5M
|
-$213K
|
-2,980
|
-2%
|
|
|
317
|
Newport Capital Group
Red Bank,
New Jersey
|
$11.4M
|
+$11.3M
|
+157,559
|
New
|
|
|
318
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.2M
|
+$460K
|
+6,423
|
+4%
|
|
|
319
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.2M
|
+$460K
|
+6,423
|
+4%
|
|
|
320
|
Financial Advocates Investment Management
Olympia,
Washington
|
$11.2M
|
-$4.93M
|
-68,824
|
-31%
|
|
|
321
|
Vectors Research Management
New York
|
$11.2M
|
+$672K
|
+9,381
|
+6%
|
|
|
322
|
Victory Capital Management
San Antonio,
Texas
|
$11.1M
|
+$7.39M
|
+103,223
|
+203%
|
|
|
323
|
Miller Equity Capital Advisors
Irving,
Texas
|
$11M
|
+$16.5K
|
+230
|
+0.2%
|
|
|
324
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$10.8M
|
+$905K
|
+12,634
|
+9%
|
|
|
325
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$10.8M
|
-$5.45M
|
-76,166
|
-34%
|
|
