|
301
|
TABR Capital Management
Orange,
California
|
$11.7M
|
+$11.5M
|
+115,313
|
New
|
|
|
302
|
United Bank (Virginia)
Vienna,
Virginia
|
$11.7M
|
+$1.4M
|
+14,000
|
+14%
|
|
|
303
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$11.6M
|
+$25.6K
|
+257
|
+0.2%
|
|
|
304
|
Avid Wealth Partners
San Antonio,
Texas
|
$11.5M
|
+$118K
|
+1,185
|
+1%
|
|
|
305
|
Ascent Capital Management
Bend,
Oregon
|
$11.5M
|
+$11.3M
|
+113,469
|
New
|
|
|
306
|
CX Institutional
Auburn,
Indiana
|
$11.4M
|
-$539K
|
-5,406
|
-5%
|
|
|
307
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$11.4M
|
–
|
–
|
–
|
|
|
308
|
Level Four Advisory Services
Dallas,
Texas
|
$11.3M
|
-$2.69K
|
-27
|
-0%
|
|
|
309
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$11.3M
|
-$993K
|
-9,958
|
-8%
|
|
|
310
|
Midwest Financial Group
Overland Park,
Kansas
|
$11.3M
|
+$350K
|
+3,513
|
+3%
|
|
|
311
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$11.2M
|
-$272K
|
-2,722
|
-2%
|
|
|
312
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$11.1M
|
-$1.53M
|
-15,379
|
-12%
|
|
|
313
|
Pacific Financial Group
Bellevue,
Washington
|
$11.1M
|
+$1.14M
|
+11,448
|
+12%
|
|
|
314
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$11.1M
|
+$10.9M
|
+109,693
|
New
|
|
|
315
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.1M
|
-$452K
|
-4,530
|
-4%
|
|
|
316
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$11M
|
+$10.8M
|
+108,180
|
New
|
|
|
317
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$10.9M
|
+$13.7K
|
+137
|
+0.1%
|
|
|
318
|
Buck Wealth Strategies
Denver,
Colorado
|
$10.9M
|
+$4.78M
|
+47,892
|
+80%
|
|
|
319
|
Financial Advisors Network
Tustin,
California
|
$10.9M
|
+$10.7M
|
+107,064
|
New
|
|
|
320
|
Howard Capital Management
Roswell,
Georgia
|
$10.8M
|
-$70.4K
|
-706
|
-0.7%
|
|
|
321
|
Perigon Wealth Management
San Francisco,
California
|
$10.8M
|
+$393K
|
+3,942
|
+4%
|
|
|
322
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$10.8M
|
+$5.15M
|
+51,638
|
+95%
|
|
|
323
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$10.8M
|
-$161K
|
-1,609
|
-1%
|
|
|
324
|
Brown Advisory
Baltimore,
Maryland
|
$10.8M
|
+$3.99K
|
+40
|
+0%
|
|
|
325
|
Hancock Whitney
Gulfport,
Mississippi
|
$10.6M
|
+$260K
|
+2,605
|
+3%
|
|
