|
226
|
New Dimensions Wealth Management
Allen,
Texas
|
$28.4M
|
+$71.3K
|
+1,771
|
+0.2%
|
|
|
227
|
American Capital Advisory
Ketchum,
Idaho
|
$28.2M
|
+$849K
|
+21,061
|
+3%
|
|
|
228
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$28M
|
-$118K
|
-2,920
|
-0.4%
|
|
|
229
|
Scratch Capital
Boise,
Idaho
|
$28M
|
+$2.96M
|
+73,522
|
+11%
|
|
|
230
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$28M
|
-$846K
|
-20,998
|
-3%
|
|
|
231
|
Mission Wealth Management
Santa Barbara,
California
|
$27.9M
|
+$1.16M
|
+28,915
|
+4%
|
|
|
232
|
Mather Group
Chicago,
Illinois
|
$27.9M
|
-$336K
|
-8,331
|
-1%
|
|
|
233
|
Empirical Wealth Management
Seattle,
Washington
|
$27.6M
|
-$178K
|
-4,428
|
-0.6%
|
|
|
234
|
Generations Wealth LLC
Mason,
Ohio
|
$27.4M
|
+$1.16M
|
+28,723
|
+4%
|
|
|
235
|
Advisornet Financial
Minnetonka,
Minnesota
|
$27.3M
|
+$590K
|
+14,649
|
+2%
|
|
|
236
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$27.3M
|
+$2.36M
|
+58,616
|
+10%
|
|
|
237
|
Wolfstich Capital
Medfield,
Massachusetts
|
$27.2M
|
-$1.1M
|
-27,380
|
-4%
|
|
|
238
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$27.1M
|
+$9.92M
|
+246,152
|
+54%
|
|
|
239
|
Longview Asset Management (California)
San Rafael,
California
|
$27.1M
|
+$405K
|
+10,049
|
+1%
|
|
|
240
|
ABLE Financial Group
Scottsdale,
Arizona
|
$27M
|
-$361K
|
-8,958
|
-1%
|
|
|
241
|
Aurelius Family Office
Bedford,
New Hampshire
|
$26.8M
|
-$736K
|
-18,263
|
-3%
|
|
|
242
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$26.8M
|
-$20.9K
|
-518
|
-0.1%
|
|
|
243
|
Retirement Solution
Redmond,
Washington
|
$26.7M
|
+$2.59M
|
+64,196
|
+10%
|
|
|
244
|
RCS Financial Planning
Annapolis,
Maryland
|
$26.5M
|
-$943K
|
-23,413
|
-3%
|
|
|
245
|
Financial Harvest
Winter Park,
Florida
|
$26.5M
|
+$1.56M
|
+38,699
|
+6%
|
|
|
246
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$25.5M
|
+$4.28M
|
+106,195
|
+19%
|
|
|
247
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$24.8M
|
-$108K
|
-2,675
|
-0.4%
|
|
|
248
|
Geneos Wealth Management
Englewood,
Colorado
|
$24.7M
|
+$2.22M
|
+55,152
|
+10%
|
|
|
249
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.6M
|
+$1.95M
|
+48,456
|
+8%
|
|
|
250
|
Wealth Management Strategies
Pittsburgh,
Pennsylvania
|
$24.5M
|
+$723K
|
+17,958
|
+3%
|
|
