|
601
|
Bull Oak Capital
San Diego,
California
|
$18.4M
|
+$3.84M
|
+9,607
|
+23%
|
|
|
602
|
Daiwa Securities Group
Tokyo,
Japan
|
$18.3M
|
+$1.82M
|
+4,556
|
+10%
|
|
|
603
|
Lantz Financial
Naperville,
Illinois
|
$18.2M
|
+$1.14M
|
+2,864
|
+6%
|
|
|
604
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$18.2M
|
–
|
–
|
–
|
|
|
605
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$18.2M
|
+$801K
|
+2,005
|
+4%
|
|
|
606
|
Sentinus LLC
Oak Brook,
Illinois
|
$18.1M
|
+$16.6M
|
+41,672
|
New
|
|
|
607
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$18.1M
|
+$435K
|
+1,089
|
+2%
|
|
|
608
|
Monumental Financial Group
Rockville,
Maryland
|
$18M
|
+$3.41M
|
+8,543
|
+21%
|
|
|
609
|
US Financial Advisors
Braintree,
Massachusetts
|
$18M
|
-$879K
|
-2,202
|
-4%
|
|
|
610
|
Campbell Wealth Management
Alexandria,
Virginia
|
$17.9M
|
-$275K
|
-689
|
-1%
|
|
|
611
|
Capital Planning
Bellevue,
Washington
|
$17.9M
|
+$353K
|
+884
|
+2%
|
|
|
612
|
WealthBridge Capital Management
Westerville,
Ohio
|
$17.9M
|
–
|
–
|
–
|
|
|
613
|
Eagle Bay Advisors
New York
|
$17.9M
|
+$1.89M
|
+4,738
|
+11%
|
|
|
614
|
Middleton & Co
Boston,
Massachusetts
|
$17.8M
|
-$277K
|
-694
|
-1%
|
|
|
615
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$17.8M
|
-$79.1K
|
-198
|
-0.4%
|
|
|
616
|
Naples Global Advisors
Naples,
Florida
|
$17.6M
|
+$3.07M
|
+7,687
|
+19%
|
|
|
617
|
Kanawha Capital Management
Richmond,
Virginia
|
$17.6M
|
+$857K
|
+2,147
|
+5%
|
|
|
618
|
Dimension Capital Management
Coral Gables,
Florida
|
$17.6M
|
-$203K
|
-509
|
-1%
|
|
|
619
|
Avalon Investment & Advisory
Houston,
Texas
|
$17.6M
|
+$896K
|
+2,244
|
+5%
|
|
|
620
|
Congress Wealth Management
Boston,
Massachusetts
|
$17.6M
|
-$539K
|
-1,350
|
-3%
|
|
|
621
|
Kestra Private Wealth Services
Austin,
Texas
|
$17.5M
|
+$3.06M
|
+7,655
|
+19%
|
|
|
622
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$17.5M
|
-$308K
|
-771
|
-2%
|
|
|
623
|
PACK Private Wealth
Wayzata,
Minnesota
|
$17.5M
|
+$815K
|
+2,040
|
+4%
|
|
|
624
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$17.4M
|
+$407K
|
+1,019
|
+2%
|
|
|
625
|
Elk River Wealth Management
Denver,
Colorado
|
$17.3M
|
+$308K
|
+771
|
+2%
|
|
