|
326
|
Certus Wealth Management
Redwood City,
California
|
$12.4M
|
+$3.41M
|
+46,049
|
+39%
|
|
|
327
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.3M
|
-$313K
|
-4,234
|
-3%
|
|
|
328
|
Financial & Tax Architects
St Louis,
Missouri
|
$12.3M
|
+$1.23M
|
+16,644
|
+11%
|
|
|
329
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.2M
|
+$490K
|
+6,615
|
+4%
|
|
|
330
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$12.2M
|
+$490K
|
+6,615
|
+4%
|
|
|
331
|
Fidelity International
Hamilton,
Bermuda
|
$12.2M
|
+$989K
|
+13,362
|
+9%
|
|
|
332
|
Wela Strategies
Atlanta,
Georgia
|
$12.2M
|
+$1.56M
|
+21,091
|
+15%
|
|
|
333
|
Gould Capital
Tacoma,
Washington
|
$12.2M
|
+$22.8K
|
+308
|
+0.2%
|
|
|
334
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$12.1M
|
–
|
–
|
–
|
|
|
335
|
Newport Capital Group
Red Bank,
New Jersey
|
$12.1M
|
+$221K
|
+2,991
|
+2%
|
|
|
336
|
RWA Wealth Partners
Newton,
Massachusetts
|
$12M
|
-$323K
|
-4,370
|
-3%
|
|
|
337
|
Harper Investing
Santa Clara,
California
|
$11.9M
|
+$2.29M
|
+30,953
|
+24%
|
|
|
338
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.9M
|
+$1.33M
|
+17,987
|
+13%
|
|
|
339
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$11.9M
|
+$1.68M
|
+22,689
|
+17%
|
|
|
340
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$11.6M
|
+$522K
|
+7,053
|
+5%
|
|
|
341
|
Miller Equity Capital Advisors
Irving,
Texas
|
$11.5M
|
+$31.8K
|
+430
|
+0.3%
|
|
|
342
|
Diversify Wealth Management
Sandy,
Utah
|
$11.5M
|
+$881K
|
+11,901
|
+8%
|
|
|
343
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$11.5M
|
-$1.95M
|
-26,298
|
-15%
|
|
|
344
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.5M
|
+$5.38M
|
+72,639
|
+91%
|
|
|
345
|
Blume Capital Management
Berkeley,
California
|
$11.4M
|
-$583K
|
-7,880
|
-5%
|
|
|
346
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$11.4M
|
+$875K
|
+11,822
|
+8%
|
|
|
347
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.2M
|
+$221K
|
+2,983
|
+2%
|
|
|
348
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$11.1M
|
+$548K
|
+7,407
|
+5%
|
|
|
349
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.1M
|
+$231K
|
+3,124
|
+2%
|
|
|
350
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$11M
|
+$15.8K
|
+214
|
+0.1%
|
|
