|
301
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$21.6M
|
–
|
–
|
–
|
|
|
302
|
Fusion Family Wealth
Woodbury,
New York
|
$21.6M
|
-$108K
|
-850
|
-0.5%
|
|
|
303
|
Crewe Advisors
Salt Lake City,
Utah
|
$21.6M
|
+$3.3M
|
+25,952
|
+18%
|
|
|
304
|
Twele Capital Management
Minnetonka,
Minnesota
|
$21.6M
|
-$175K
|
-1,381
|
-0.8%
|
|
|
305
|
Fort Henry Capital
Wheeling,
West Virginia
|
$21.5M
|
+$189K
|
+1,486
|
+0.9%
|
|
|
306
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$21.5M
|
-$374K
|
-2,944
|
-2%
|
|
|
307
|
Baron Wealth Management
Troy,
Michigan
|
$21.4M
|
-$2.36M
|
-18,598
|
-10%
|
|
|
308
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$21.4M
|
+$578K
|
+4,552
|
+3%
|
|
|
309
|
ESL Trust Services
Rochester,
New York
|
$21.3M
|
+$135K
|
+1,064
|
+0.6%
|
|
|
310
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$21.3M
|
+$534K
|
+4,201
|
+3%
|
|
|
311
|
Keener Financial Planning
Keller,
Texas
|
$21.3M
|
+$639K
|
+5,033
|
+3%
|
|
|
312
|
Pure Financial Advisors
San Diego,
California
|
$21.3M
|
+$351K
|
+2,762
|
+2%
|
|
|
313
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$21.2M
|
-$239K
|
-1,885
|
-1%
|
|
|
314
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$21M
|
-$592K
|
-4,662
|
-3%
|
|
|
315
|
Washington Trust
Westerly,
Rhode Island
|
$21M
|
-$25K
|
-197
|
-0.1%
|
|
|
316
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$20.8M
|
+$481K
|
+3,787
|
+2%
|
|
|
317
|
Navalign LLC
Encino,
California
|
$20.7M
|
+$71.8K
|
+565
|
+0.3%
|
|
|
318
|
Evergreen Capital Management
Bellevue,
Washington
|
$20.5M
|
-$659K
|
-5,191
|
-3%
|
|
|
319
|
Harbor Group
Bedford,
New Hampshire
|
$20.4M
|
-$1.08M
|
-8,464
|
-5%
|
|
|
320
|
Journey Strategic Wealth
Summit,
New Jersey
|
$20.3M
|
-$64.3K
|
-506
|
-0.3%
|
|
|
321
|
Southern Capital Advisors
Jackson,
Tennessee
|
$20.2M
|
+$1.28M
|
+10,097
|
+7%
|
|
|
322
|
Callan Family Office
Radnor,
Pennsylvania
|
$20.2M
|
+$2.54M
|
+19,964
|
+14%
|
|
|
323
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$20.2M
|
-$248K
|
-1,954
|
-1%
|
|
|
324
|
Oppenheimer Asset Management
New York
|
$20M
|
+$13.1M
|
+103,172
|
+178%
|
|
|
325
|
Lodestar Private Asset Management
Alamo,
California
|
$20M
|
+$1.09M
|
+8,571
|
+6%
|
|
