|
226
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$36.3M
|
+$36.2M
|
+540,117
|
New
|
|
|
227
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$36.2M
|
+$733K
|
+10,931
|
+2%
|
|
|
228
|
Syon Capital
San Francisco,
California
|
$35.8M
|
+$265K
|
+3,951
|
+0.7%
|
|
|
229
|
Pure Financial Advisors
San Diego,
California
|
$35.1M
|
+$521K
|
+7,771
|
+2%
|
|
|
230
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$34.9M
|
+$1.18M
|
+17,581
|
+4%
|
|
|
231
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$34.4M
|
-$245K
|
-3,645
|
-0.7%
|
|
|
232
|
Myriad Asset Management Advisors
West Palm Beach,
Florida
|
$34.4M
|
+$34.4M
|
+512,235
|
New
|
|
|
233
|
SteelPeak Wealth
Woodland Hills,
California
|
$33.8M
|
+$6.67M
|
+99,424
|
+25%
|
|
|
234
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$33.5M
|
+$2.11M
|
+31,521
|
+7%
|
|
|
235
|
Simon Quick Advisors
Morristown,
New Jersey
|
$33.3M
|
-$168K
|
-2,500
|
-0.5%
|
|
|
236
|
Financial Management Professionals
Austin,
Texas
|
$33.3M
|
+$8.74M
|
+130,268
|
+36%
|
|
|
237
|
Global Retirement Partners
San Rafael,
California
|
$32.9M
|
+$12.6M
|
+188,356
|
+63%
|
|
|
238
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$32.5M
|
+$6.65M
|
+99,079
|
+26%
|
|
|
239
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$32.4M
|
-$755K
|
-11,251
|
-2%
|
|
|
240
|
Sterling Capital Management
Charlotte,
North Carolina
|
$32.4M
|
-$25.8M
|
-383,897
|
-44%
|
|
|
241
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$32.3M
|
-$2.4M
|
-35,833
|
-7%
|
|
|
242
|
First Command Advisory Services
Fort Worth,
Texas
|
$32.1M
|
+$5.29M
|
+78,893
|
+20%
|
|
|
243
|
Foster Group
West Des Moines,
Iowa
|
$32M
|
+$254K
|
+3,793
|
+0.8%
|
|
|
244
|
Concurrent Investment Advisors
Tampa,
Florida
|
$31.9M
|
+$9.34M
|
+139,198
|
+42%
|
|
|
245
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$31.8M
|
-$1.38M
|
-20,573
|
-4%
|
|
|
246
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$31.7M
|
+$459K
|
+6,835
|
+1%
|
|
|
247
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$31.3M
|
-$317K
|
-4,725
|
-1%
|
|
|
248
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$31.1M
|
+$2.41M
|
+35,886
|
+8%
|
|
|
249
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$31.1M
|
+$2.74M
|
+40,870
|
+6%
|
|
|
250
|
Klingman & Associates
New York
|
$31M
|
+$133K
|
+1,979
|
+0.4%
|
|
