|
276
|
Simplicity Wealth
Summit,
New Jersey
|
$21.6M
|
+$1.84M
|
+43,104
|
+10%
|
|
|
277
|
Silver Oak Advisory Group
Portland,
Oregon
|
$21.6M
|
+$916K
|
+21,418
|
+5%
|
|
|
278
|
JDH Wealth Management
Santa Rosa,
California
|
$21.2M
|
-$266K
|
-6,207
|
-1%
|
|
|
279
|
PW Advisors
Tallahassee,
Florida
|
$21.2M
|
+$207K
|
+4,839
|
+1%
|
|
|
280
|
Kane Co Wealth Management
Johnston,
Iowa
|
$21.1M
|
-$115K
|
-2,678
|
-0.6%
|
|
|
281
|
CVA Family Office
Denver,
Colorado
|
$21M
|
+$359K
|
+8,386
|
+2%
|
|
|
282
|
Fidelity Investments
Boston,
Massachusetts
|
$20.9M
|
+$1.63M
|
+37,994
|
+9%
|
|
|
283
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$20.4M
|
-$1.51M
|
-35,188
|
-7%
|
|
|
284
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$20.2M
|
+$70.4K
|
+1,645
|
+0.4%
|
|
|
285
|
CPA Asset Management
West Palm Beach,
Florida
|
$20.1M
|
+$18.8M
|
+438,708
|
+2,972%
|
|
|
286
|
Wells Fargo
San Francisco,
California
|
$19.9M
|
+$10.6M
|
+247,645
|
+123%
|
|
|
287
|
E6 Portfolios
Midvale,
Utah
|
$19.7M
|
-$509K
|
-11,898
|
-3%
|
|
|
288
|
Rockefeller Capital Management
New York
|
$19.6M
|
+$485K
|
+11,330
|
+3%
|
|
|
289
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$19.5M
|
+$630K
|
+14,731
|
+3%
|
|
|
290
|
Vise Technologies
New York
|
$19.3M
|
+$1.87M
|
+43,775
|
+11%
|
|
|
291
|
Diversify Wealth Management
Sandy,
Utah
|
$19.1M
|
-$253K
|
-5,925
|
-1%
|
|
|
292
|
Diversify Advisory Services
Sandy,
Utah
|
$19.1M
|
+$18.4M
|
+430,908
|
New
|
|
|
293
|
Sequoia Financial Advisors
Akron,
Ohio
|
$18.7M
|
-$847K
|
-19,803
|
-4%
|
|
|
294
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$18.7M
|
+$12.4K
|
+289
|
+0.1%
|
|
|
295
|
Bessemer Group
Woodbridge,
New Jersey
|
$18.6M
|
+$1.13M
|
+26,310
|
+7%
|
|
|
296
|
Diversified Enterprises
Wilmington,
Delaware
|
$17.9M
|
+$242K
|
+5,658
|
+1%
|
|
|
297
|
Entrust Financial
Wayne,
Pennsylvania
|
$17.8M
|
-$531K
|
-12,403
|
-3%
|
|
|
298
|
|
$17.7M
|
+$16.8M
|
+392,124
|
+4,979%
|
|
|
299
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$17.7M
|
-$166K
|
-3,878
|
-1%
|
|
|
300
|
|
$17.7M
|
+$6.43M
|
+150,398
|
+60%
|
|
