|
301
|
Avidian Wealth Enterprises
Houston,
Texas
|
$26.5M
|
+$506K
|
+3,688
|
+2%
|
|
|
302
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$26.5M
|
+$620K
|
+4,517
|
+3%
|
|
|
303
|
Whitcomb & Hess
Ashland,
Ohio
|
$26.4M
|
+$438K
|
+3,192
|
+2%
|
|
|
304
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$26.3M
|
+$21.4K
|
+156
|
+0.1%
|
|
|
305
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$26.2M
|
-$168K
|
-1,225
|
-0.7%
|
|
|
306
|
EFG International
Zurich,
|
$26.2M
|
-$564K
|
-4,107
|
-2%
|
|
|
307
|
Summit Asset Management
Memphis,
Tennessee
|
$26.1M
|
-$106K
|
-771
|
-0.4%
|
|
|
308
|
Keener Financial Planning
Keller,
Texas
|
$26M
|
+$538K
|
+3,919
|
+2%
|
|
|
309
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$25.8M
|
-$570K
|
-4,157
|
-2%
|
|
|
310
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$25.6M
|
+$23.7M
|
+172,840
|
New
|
|
|
311
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$25.6M
|
-$86.2K
|
-628
|
-0.4%
|
|
|
312
|
ESL Trust Services
Rochester,
New York
|
$25.5M
|
+$39.2K
|
+286
|
+0.2%
|
|
|
313
|
Weiss Asset Management
Boston,
Massachusetts
|
$25.5M
|
+$23.6M
|
+171,653
|
New
|
|
|
314
|
Southern Capital Advisors
Jackson,
Tennessee
|
$25.4M
|
+$1.11M
|
+8,124
|
+5%
|
|
|
315
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$25.3M
|
+$425K
|
+3,099
|
+2%
|
|
|
316
|
Pure Financial Advisors
San Diego,
California
|
$25.3M
|
-$120K
|
-873
|
-0.5%
|
|
|
317
|
Lodestar Private Asset Management
Alamo,
California
|
$25.3M
|
+$1.29M
|
+9,406
|
+6%
|
|
|
318
|
Fort Henry Capital
Wheeling,
West Virginia
|
$25.2M
|
-$433K
|
-3,153
|
-2%
|
|
|
319
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$25.2M
|
-$663K
|
-4,831
|
-3%
|
|
|
320
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$25.2M
|
+$2.35M
|
+17,141
|
+11%
|
|
|
321
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$24.9M
|
-$321K
|
-2,340
|
-1%
|
|
|
322
|
Fusion Family Wealth
Woodbury,
New York
|
$24.8M
|
-$946K
|
-6,891
|
-4%
|
|
|
323
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$24.7M
|
-$377K
|
-2,750
|
-2%
|
|
|
324
|
Evergreen Capital Management
Bellevue,
Washington
|
$24.7M
|
+$149K
|
+1,083
|
+0.7%
|
|
|
325
|
Twele Capital Management
Minnetonka,
Minnesota
|
$24.6M
|
-$1.05M
|
-7,667
|
-4%
|
|
