|
301
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$36.6M
|
+$2.47M
|
+4,853
|
+7%
|
|
|
302
|
Aragon Global Management
Miami,
Florida
|
$36.6M
|
–
|
–
|
–
|
|
|
303
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$36.3M
|
-$694K
|
-1,365
|
-2%
|
|
|
304
|
Round Rock Advisors
Wilton,
Connecticut
|
$36.3M
|
+$4.26M
|
+8,376
|
+12%
|
|
|
305
|
Golden Reserve Retirement
Dublin,
Ohio
|
$36M
|
+$39.1M
|
+76,866
|
New
|
|
|
306
|
Client First Capital
San Diego,
California
|
$35.8M
|
+$204K
|
+401
|
+0.5%
|
|
|
307
|
Madrona Financial Services
Everett,
Washington
|
$35.3M
|
-$228K
|
-449
|
-0.6%
|
|
|
308
|
Presidio Capital Management
San Diego,
California
|
$35.2M
|
+$10.3M
|
+20,276
|
+37%
|
|
|
309
|
Banco Santander
Madrid,
Spain
|
$35.2M
|
+$19.1M
|
+37,605
|
+100%
|
|
|
310
|
CreativeOne Wealth
Overland Park,
Kansas
|
$34.9M
|
+$5.01M
|
+9,856
|
+15%
|
|
|
311
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$34.7M
|
-$1.65M
|
-3,240
|
-4%
|
|
|
312
|
Pacific Capital Wealth Advisors
Corona,
California
|
$34.6M
|
+$1.33M
|
+2,612
|
+4%
|
|
|
313
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$34.6M
|
-$2.33M
|
-4,591
|
-6%
|
|
|
314
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$34.6M
|
–
|
–
|
–
|
|
|
315
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$34.2M
|
+$18.2M
|
+35,751
|
+96%
|
|
|
316
|
Caprock Group
Boise,
Idaho
|
$34M
|
+$2.62M
|
+5,150
|
+8%
|
|
|
317
|
Klingenstein Fields & Co
New York
|
$33.9M
|
-$328K
|
-646
|
-0.9%
|
|
|
318
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$33.7M
|
+$357K
|
+703
|
+1%
|
|
|
319
|
IFG Advisors
St. Louis,
Missouri
|
$33.6M
|
-$1.14M
|
-2,235
|
-3%
|
|
|
320
|
Lodestar Private Asset Management
Alamo,
California
|
$33.6M
|
-$184K
|
-362
|
-0.5%
|
|
|
321
|
Capital Fund Management (CFM)
Paris,
France
|
$33.4M
|
+$36.1M
|
+71,140
|
New
|
|
|
322
|
FORM Wealth Advisors
Lake Geneva,
Wisconsin
|
$33.3M
|
+$36.1M
|
+71,019
|
New
|
|
|
323
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$33.1M
|
+$890K
|
+1,751
|
+3%
|
|
|
324
|
Savoie Capital
Chicago,
Illinois
|
$33M
|
–
|
–
|
–
|
|
|
325
|
Summit Financial
Parsippany,
New Jersey
|
$32.7M
|
+$16.3M
|
+32,139
|
+85%
|
|
