|
226
|
New Dimensions Wealth Management
Allen,
Texas
|
$33.2M
|
+$720K
|
+16,821
|
+2%
|
|
|
227
|
SageOak Financial
Tulsa,
Oklahoma
|
$33.1M
|
-$1.09M
|
-25,475
|
-3%
|
|
|
228
|
Peirce Capital Management
The Woodlands,
Texas
|
$33.1M
|
-$2.28M
|
-53,279
|
-7%
|
|
|
229
|
Financial Harvest
Winter Park,
Florida
|
$32.6M
|
+$2.32M
|
+54,201
|
+8%
|
|
|
230
|
Advisornet Financial
Minnetonka,
Minnesota
|
$32.5M
|
+$1.34M
|
+31,208
|
+4%
|
|
|
231
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$32.4M
|
+$344K
|
+8,048
|
+1%
|
|
|
232
|
AA Financial Advisors
Columbus,
Ohio
|
$32.4M
|
-$446K
|
-10,413
|
-1%
|
|
|
233
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$32.3M
|
-$897K
|
-20,957
|
-3%
|
|
|
234
|
American Capital Advisory
Ketchum,
Idaho
|
$32.1M
|
-$24.5K
|
-572
|
-0.1%
|
|
|
235
|
Generations Wealth LLC
Mason,
Ohio
|
$31.9M
|
+$624K
|
+14,595
|
+2%
|
|
|
236
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$31.4M
|
-$567K
|
-13,253
|
-2%
|
|
|
237
|
Liberty Wealth Management
Oakland,
California
|
$31.4M
|
–
|
–
|
–
|
|
|
238
|
Empirical Wealth Management
Seattle,
Washington
|
$31.3M
|
-$219K
|
-5,124
|
-0.7%
|
|
|
239
|
Longview Asset Management (California)
San Rafael,
California
|
$31.3M
|
+$334K
|
+7,813
|
+1%
|
|
|
240
|
Beacon Hill Wealth Management
Victoria,
|
$31.1M
|
+$30M
|
+701,602
|
New
|
|
|
241
|
RCS Financial Planning
Annapolis,
Maryland
|
$31M
|
+$669K
|
+15,641
|
+2%
|
|
|
242
|
Wolfstich Capital
Medfield,
Massachusetts
|
$31M
|
-$491K
|
-11,471
|
-2%
|
|
|
243
|
Retirement Solution
Redmond,
Washington
|
$30.9M
|
+$392K
|
+9,174
|
+1%
|
|
|
244
|
ABLE Financial Group
Scottsdale,
Arizona
|
$30.8M
|
+$37.9K
|
+885
|
+0.1%
|
|
|
245
|
Aurelius Family Office
Bedford,
New Hampshire
|
$30.2M
|
-$361K
|
-8,440
|
-1%
|
|
|
246
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29.6M
|
+$1.44M
|
+33,667
|
+5%
|
|
|
247
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$29.5M
|
-$1.38M
|
-32,203
|
-5%
|
|
|
248
|
Mather Group
Chicago,
Illinois
|
$29.1M
|
-$2.64M
|
-61,706
|
-9%
|
|
|
249
|
Geneos Wealth Management
Englewood,
Colorado
|
$29M
|
+$841K
|
+19,658
|
+3%
|
|
|
250
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$28.7M
|
+$698K
|
+16,315
|
+3%
|
|
