|
326
|
WealthSpring Partners
Long Beach,
California
|
$14.5M
|
+$671K
|
+15,695
|
+5%
|
|
|
327
|
Family Office Research
Bethesda,
Maryland
|
$14.2M
|
-$85.8K
|
-2,006
|
-0.6%
|
|
|
328
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$14.2M
|
+$2.02M
|
+47,283
|
+17%
|
|
|
329
|
Aspiriant LLC
Los Angeles,
California
|
$14.2M
|
+$342
|
+8
|
+0%
|
|
|
330
|
Triad Wealth Partners
Lawrence,
Kansas
|
$14.1M
|
+$1.8M
|
+42,100
|
+16%
|
|
|
331
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$14M
|
-$278K
|
-6,503
|
-2%
|
|
|
332
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$13.9M
|
+$374K
|
+8,731
|
+3%
|
|
|
333
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
$13.7M
|
-$189K
|
-4,411
|
-1%
|
|
|
334
|
|
$13.6M
|
+$4.11M
|
+96,010
|
+46%
|
|
|
335
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$13.5M
|
+$820K
|
+19,176
|
+7%
|
|
|
336
|
McLean Asset Management
Tysons,
Virginia
|
$13.4M
|
-$183K
|
-4,284
|
-1%
|
|
|
337
|
Cedar Wealth Management
Walnut Creek,
California
|
$13.4M
|
–
|
–
|
–
|
|
|
338
|
Tortoise Investment Management
White Plains,
New York
|
$13.3M
|
+$189K
|
+4,427
|
+1%
|
|
|
339
|
McCartney Wealth Management
Clayton,
Missouri
|
$13.3M
|
-$67.2K
|
-1,570
|
-0.5%
|
|
|
340
|
CreativeOne Wealth
Overland Park,
Kansas
|
$13M
|
-$2.41M
|
-56,446
|
-16%
|
|
|
341
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$12.9M
|
+$12.5M
|
+291,271
|
New
|
|
|
342
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$12.9M
|
-$190K
|
-4,452
|
-2%
|
|
|
343
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$12.8M
|
+$1.63M
|
+38,178
|
+15%
|
|
|
344
|
Brookstone Capital Management
Wheaton,
Illinois
|
$12.8M
|
+$1.78M
|
+41,555
|
+17%
|
|
|
345
|
Gemmer Asset Management
Walnut Creek,
California
|
$12.8M
|
+$220K
|
+5,136
|
+2%
|
|
|
346
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$12.6M
|
-$1.15M
|
-26,936
|
-9%
|
|
|
347
|
Heffernan Advisory
Flagstaff,
Arizona
|
$12.5M
|
+$315K
|
+7,370
|
+3%
|
|
|
348
|
RF&L Wealth Management
Acton,
Massachusetts
|
$12.5M
|
-$19K
|
-445
|
-0.2%
|
|
|
349
|
SEI Investments
Oaks,
Pennsylvania
|
$12.5M
|
+$1.53M
|
+35,733
|
+14%
|
|
|
350
|
Mission Hills Financial Advisory
San Diego,
California
|
$12.5M
|
+$12M
|
+281,251
|
New
|
|
