|
301
|
PDS Planning
Dublin,
Ohio
|
$16.4M
|
+$61.8K
|
+831
|
+0.4%
|
|
|
302
|
Asset Management One
Tokyo,
Japan
|
$16.4M
|
+$545K
|
+7,320
|
+3%
|
|
|
303
|
Advyzon Investment Management
Lisle,
Illinois
|
$16.3M
|
+$647K
|
+8,696
|
+4%
|
|
|
304
|
SlateStone Wealth
Jupiter,
Florida
|
$16.3M
|
+$786K
|
+10,556
|
+5%
|
|
|
305
|
NWAM LLC
Mercer Island,
Washington
|
$16.2M
|
+$153K
|
+2,057
|
+0.9%
|
|
|
306
|
Aspire Capital Advisors
Seattle,
Washington
|
$16.2M
|
+$301K
|
+4,042
|
+2%
|
|
|
307
|
Whelan Financial
Fresno,
California
|
$16.2M
|
+$437K
|
+5,870
|
+3%
|
|
|
308
|
FOCUS Wealth Advisors
Houston,
Texas
|
$16.1M
|
-$82.1K
|
-1,103
|
-0.5%
|
|
|
309
|
Fidelity International
Hamilton,
Bermuda
|
$16.1M
|
+$146K
|
+1,967
|
+0.9%
|
|
|
310
|
Rebalance
Palo Alto,
California
|
$15.8M
|
+$443K
|
+5,946
|
+3%
|
|
|
311
|
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
|
$15.8M
|
-$3.83M
|
-51,455
|
-19%
|
|
|
312
|
CMG Global Holdings
Plano,
Texas
|
$15.8M
|
+$1.93M
|
+25,953
|
+14%
|
|
|
313
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$15.7M
|
-$1.17M
|
-15,779
|
-7%
|
|
|
314
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$15.5M
|
+$3.69M
|
+49,606
|
+31%
|
|
|
315
|
Mather Group
Chicago,
Illinois
|
$15.5M
|
-$223K
|
-2,991
|
-1%
|
|
|
316
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$15.4M
|
-$281K
|
-3,780
|
-2%
|
|
|
317
|
UMB Bank
Kansas City,
Missouri
|
$15.3M
|
+$12.7M
|
+170,338
|
+465%
|
|
|
318
|
TLT Family Holdco ULC
Toronto,
|
$15M
|
-$23.5M
|
-315,900
|
-61%
|
|
|
319
|
Attessa Capital
Tucson,
Arizona
|
$15M
|
+$1.02M
|
+13,731
|
+7%
|
|
|
320
|
Capital Investment Advisors
Atlanta,
Georgia
|
$15M
|
+$14.4M
|
+193,114
|
+2,073%
|
|
|
321
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$14.9M
|
+$7.71M
|
+103,621
|
+106%
|
|
|
322
|
MGO One Seven
Beachwood,
Ohio
|
$14.9M
|
+$926K
|
+12,437
|
+7%
|
|
|
323
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$14.9M
|
-$510K
|
-6,849
|
-3%
|
|
|
324
|
Estate Counselors
Thiensville,
Wisconsin
|
$14.8M
|
+$400K
|
+5,370
|
+3%
|
|
|
325
|
Pearl Planning
Dexter,
Michigan
|
$14.7M
|
+$14.8M
|
+198,406
|
New
|
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