|
276
|
PW Advisors
Tallahassee,
Florida
|
$18.4M
|
+$1.39M
|
+34,398
|
+8%
|
|
|
277
|
Diversify Wealth Management
Sandy,
Utah
|
$18.3M
|
+$3.1M
|
+76,873
|
+21%
|
|
|
278
|
Silver Oak Advisory Group
Portland,
Oregon
|
$18.1M
|
+$2.58M
|
+64,161
|
+16%
|
|
|
279
|
CVA Family Office
Denver,
Colorado
|
$18M
|
-$166K
|
-4,122
|
-0.9%
|
|
|
280
|
E6 Portfolios
Midvale,
Utah
|
$17.7M
|
+$1.26M
|
+31,337
|
+7%
|
|
|
281
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$17.6M
|
+$274K
|
+6,802
|
+2%
|
|
|
282
|
Simplicity Wealth
Summit,
New Jersey
|
$17.3M
|
-$892K
|
-22,141
|
-5%
|
|
|
283
|
Sequoia Financial Advisors
Akron,
Ohio
|
$17.1M
|
-$597K
|
-14,820
|
-3%
|
|
|
284
|
Root Financial Partners
Encinitas,
California
|
$17.1M
|
+$538K
|
+13,352
|
+3%
|
|
|
285
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.9M
|
-$6.46M
|
-160,306
|
-27%
|
|
|
286
|
Fidelity Investments
Boston,
Massachusetts
|
$16.8M
|
+$2.41M
|
+59,812
|
+16%
|
|
|
287
|
Rockefeller Capital Management
New York
|
$16.7M
|
+$1.1M
|
+27,187
|
+7%
|
|
|
288
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$16.5M
|
+$764K
|
+18,952
|
+5%
|
|
|
289
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$16.3M
|
-$160K
|
-3,964
|
-0.9%
|
|
|
290
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$16.2M
|
+$267K
|
+6,639
|
+2%
|
|
|
291
|
Entrust Financial
Wayne,
Pennsylvania
|
$16.1M
|
-$211K
|
-5,241
|
-1%
|
|
|
292
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$16M
|
+$1.32M
|
+32,834
|
+9%
|
|
|
293
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$15.7M
|
+$174K
|
+4,329
|
+1%
|
|
|
294
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$15.5M
|
-$779K
|
-19,330
|
-5%
|
|
|
295
|
Vise Technologies
New York
|
$15.5M
|
–
|
–
|
–
|
|
|
296
|
Diversified Enterprises
Wilmington,
Delaware
|
$15.5M
|
+$16M
|
+397,837
|
New
|
|
|
297
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$15.3M
|
+$57.1K
|
+1,417
|
+0.4%
|
|
|
298
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.3M
|
-$57K
|
-1,414
|
-0.4%
|
|
|
299
|
Summit Wealth Group
White River Junction,
Vermont
|
$15.1M
|
-$252K
|
-6,260
|
-2%
|
|
|
300
|
Regions Financial Corp
Birmingham,
Alabama
|
$15M
|
-$121K
|
-3,012
|
-0.8%
|
|
