|
351
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$12.2M
|
-$382K
|
-7,062
|
-3%
|
|
|
352
|
Pure Financial Advisors
San Diego,
California
|
$12.1M
|
+$765K
|
+14,136
|
+7%
|
|
|
353
|
Marks Wealth
Annapolis,
Maryland
|
$12.1M
|
+$11.4M
|
+210,495
|
New
|
|
|
354
|
Concentric Wealth Management
Lafayette,
California
|
$12.1M
|
+$258K
|
+4,766
|
+2%
|
|
|
355
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$12.1M
|
-$16.1M
|
-297,400
|
-59%
|
|
|
356
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$12M
|
+$932K
|
+17,222
|
+9%
|
|
|
357
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$11.9M
|
+$255K
|
+4,707
|
+2%
|
|
|
358
|
RPTC Inc
Jackson,
Wyoming
|
$11.8M
|
-$542K
|
-10,010
|
-5%
|
|
|
359
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$11.7M
|
+$10.9K
|
+201
|
+0.1%
|
|
|
360
|
&Partners
Nashville,
Tennessee
|
$11.6M
|
+$5.9M
|
+108,946
|
+118%
|
|
|
361
|
PDS Planning
Dublin,
Ohio
|
$11.6M
|
-$402K
|
-7,430
|
-4%
|
|
|
362
|
Lazard Asset Management
New York
|
$11.5M
|
-$68.3K
|
-1,261
|
-0.6%
|
|
|
363
|
Iowa State Bank
Urbandale,
Iowa
|
$11.5M
|
+$595K
|
+10,985
|
+6%
|
|
|
364
|
Ascent Wealth Partners
New Hartford,
New York
|
$11.5M
|
+$298K
|
+5,502
|
+3%
|
|
|
365
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$11.4M
|
-$405K
|
-7,481
|
-4%
|
|
|
366
|
GAMMA Investing
Foster City,
California
|
$11.4M
|
+$2.69M
|
+49,748
|
+33%
|
|
|
367
|
HCR Wealth Advisors
Los Angeles,
California
|
$11.3M
|
+$9.58M
|
+176,943
|
+908%
|
|
|
368
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$10.9M
|
+$5.41M
|
+99,985
|
+112%
|
|
|
369
|
Financial Advocates Investment Management
Olympia,
Washington
|
$10.9M
|
+$842K
|
+15,549
|
+9%
|
|
|
370
|
Veery Capital
Wilmington,
Delaware
|
$10.8M
|
+$5.19M
|
+95,891
|
+105%
|
|
|
371
|
Wilshire Advisors
Santa Monica,
California
|
$10.7M
|
-$27.8K
|
-513
|
-0.3%
|
|
|
372
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$10.6M
|
+$265K
|
+4,888
|
+3%
|
|
|
373
|
Klingman & Associates
New York
|
$10.5M
|
+$696K
|
+12,864
|
+8%
|
|
|
374
|
Facet Wealth Inc
Baltimore,
Maryland
|
$10.4M
|
-$416K
|
-7,686
|
-4%
|
|
|
375
|
HUB Investment Partners
Austin,
Texas
|
$10.4M
|
-$2.15M
|
-39,787
|
-18%
|
|
