|
176
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$8.67M
|
+$627K
|
+8,535
|
+8%
|
|
|
177
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$8.61M
|
+$1.82M
|
+24,740
|
+27%
|
|
|
178
|
|
$8.59M
|
+$1.03M
|
+14,036
|
+14%
|
|
|
179
|
SB Capital Management
Encino,
California
|
$8.44M
|
+$8.36M
|
+113,731
|
New
|
|
|
180
|
JDH Wealth Management
Santa Rosa,
California
|
$8.42M
|
+$7.64K
|
+104
|
+0.1%
|
|
|
181
|
FMB Wealth Management
Westlake Village,
California
|
$8.34M
|
+$17.8K
|
+242
|
+0.2%
|
|
|
182
|
Altiora Financial Group
Lebanon,
Ohio
|
$8.28M
|
–
|
–
|
–
|
|
|
183
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$8.23M
|
-$920K
|
-12,528
|
-10%
|
|
|
184
|
Capstone Wealth Management
Billings,
Montana
|
$8.22M
|
+$8.14M
|
+110,788
|
New
|
|
|
185
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$8.21M
|
-$9.04K
|
-123
|
-0.1%
|
|
|
186
|
CPA Asset Management
West Palm Beach,
Florida
|
$8.17M
|
-$592K
|
-8,063
|
-7%
|
|
|
187
|
Bayshore Asset Management
Coral Gables,
Florida
|
$8.15M
|
+$99.3K
|
+1,351
|
+1%
|
|
|
188
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$8.1M
|
-$69.2K
|
-942
|
-0.9%
|
|
|
189
|
Kondo Wealth Advisors
Pasadena,
California
|
$7.95M
|
-$107K
|
-1,451
|
-1%
|
|
|
190
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$7.9M
|
+$379K
|
+5,161
|
+5%
|
|
|
191
|
XY Planning Network
Bozeman,
Montana
|
$7.87M
|
+$2.86M
|
+38,990
|
+58%
|
|
|
192
|
Grunden Financial Advisory
Denton,
Texas
|
$7.78M
|
+$1.8M
|
+24,531
|
+31%
|
|
|
193
|
Quantum Financial Advisors
El Segundo,
California
|
$7.78M
|
-$4.85K
|
-66
|
-0.1%
|
|
|
194
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$7.56M
|
+$201K
|
+2,740
|
+3%
|
|
|
195
|
LVZ Inc
Holland,
Michigan
|
$7.56M
|
+$952K
|
+12,964
|
+15%
|
|
|
196
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7.51M
|
+$57.6K
|
+784
|
+0.8%
|
|
|
197
|
Semitam Bonam
Goshen,
New York
|
$7.43M
|
-$66.3K
|
-902
|
-0.9%
|
|
|
198
|
EnRich Financial Partners
Madison,
Wisconsin
|
$7.2M
|
-$27K
|
-367
|
-0.4%
|
|
|
199
|
Aurelius Family Office
Bedford,
New Hampshire
|
$7.1M
|
-$33.2K
|
-452
|
-0.5%
|
|
|
200
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$7.05M
|
-$3.22M
|
-43,869
|
-32%
|
|
