|
326
|
Cedar Wealth Management
Walnut Creek,
California
|
$12M
|
–
|
–
|
–
|
|
|
327
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.9M
|
-$4.46M
|
-114,212
|
-27%
|
|
|
328
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$11.9M
|
+$63.2K
|
+1,619
|
+0.5%
|
|
|
329
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
$11.9M
|
+$11.7M
|
+299,784
|
New
|
|
|
330
|
M Holdings Securities
Portland,
Oregon
|
$11.8M
|
+$105K
|
+2,686
|
+0.9%
|
|
|
331
|
Vigil Wealth Management
Ponte Vedra Beach,
Florida
|
$11.7M
|
+$11.5M
|
+295,213
|
New
|
|
|
332
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$11.6M
|
+$226K
|
+5,789
|
+2%
|
|
|
333
|
SageView Advisory Group
Newport Beach,
California
|
$11.6M
|
-$304K
|
-7,795
|
-3%
|
|
|
334
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$11.5M
|
+$10.8M
|
+276,936
|
+1,986%
|
|
|
335
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$11.5M
|
-$23.7M
|
-606,168
|
-68%
|
|
|
336
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$11.4M
|
-$1.51M
|
-38,781
|
-12%
|
|
|
337
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.4M
|
+$1.48K
|
+38
|
+0%
|
|
|
338
|
WealthSpring Partners
Long Beach,
California
|
$11.3M
|
+$11.2M
|
+286,312
|
New
|
|
|
339
|
RF&L Wealth Management
Acton,
Massachusetts
|
$11.3M
|
-$56.2K
|
-1,440
|
-0.5%
|
|
|
340
|
Tortoise Investment Management
White Plains,
New York
|
$11.3M
|
-$298K
|
-7,629
|
-3%
|
|
|
341
|
Avion Wealth
The Woodlands,
Texas
|
$11M
|
-$487K
|
-12,468
|
-4%
|
|
|
342
|
Gemmer Asset Management
Walnut Creek,
California
|
$11M
|
+$280K
|
+7,179
|
+3%
|
|
|
343
|
Axxcess Wealth Management
Carlsbad,
California
|
$11M
|
+$4.96M
|
+127,129
|
+85%
|
|
|
344
|
Hippocratic Financial Advisors
Westlake Village,
California
|
$10.8M
|
-$130K
|
-3,339
|
-1%
|
|
|
345
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$10.6M
|
+$509K
|
+13,037
|
+5%
|
|
|
346
|
|
$10.6M
|
+$10.5M
|
+268,016
|
New
|
|
|
347
|
Gunpowder Capital Management
Towson,
Maryland
|
$10.6M
|
+$10.4M
|
+267,062
|
New
|
|
|
348
|
Conquis Financial
Milbrae,
California
|
$10.4M
|
+$2.38M
|
+60,888
|
+30%
|
|
|
349
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$10.4M
|
-$79.6K
|
-2,040
|
-0.8%
|
|
|
350
|
Heffernan Advisory
Flagstaff,
Arizona
|
$10.1M
|
+$9.96M
|
+255,100
|
New
|
|
