|
326
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$37.4M
|
+$1.95M
|
+3,851
|
+6%
|
|
|
327
|
Klingenstein Fields & Co
New York
|
$37.3M
|
-$1.9M
|
-3,765
|
-5%
|
|
|
328
|
Falcon Wealth Planning
Ontario,
California
|
$37.1M
|
+$1.89M
|
+3,739
|
+5%
|
|
|
329
|
Affinity Wealth Management
Wilmington,
Delaware
|
$36.9M
|
-$141K
|
-279
|
-0.4%
|
|
|
330
|
Congress Wealth Management
Boston,
Massachusetts
|
$36.8M
|
+$1.85M
|
+3,662
|
+5%
|
|
|
331
|
Lodestar Private Asset Management
Alamo,
California
|
$36.8M
|
+$199K
|
+394
|
+0.5%
|
|
|
332
|
|
$36.5M
|
+$12.6M
|
+24,962
|
+54%
|
|
|
333
|
Pacific Capital Wealth Advisors
Corona,
California
|
$36.4M
|
+$2.7M
|
+5,336
|
+8%
|
|
|
334
|
Kennicott Capital Management
Corte Madera,
California
|
$36M
|
-$25.9M
|
-51,290
|
-42%
|
|
|
335
|
Arete Wealth Advisors
Chicago,
Illinois
|
$35.5M
|
+$3M
|
+5,927
|
+9%
|
|
|
336
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$35.5M
|
+$81.4K
|
+161
|
+0.2%
|
|
|
337
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$35.4M
|
+$214K
|
+424
|
+0.6%
|
|
|
338
|
Impact Partnership Wealth
Marietta,
Georgia
|
$35.3M
|
+$10.3M
|
+20,360
|
+42%
|
|
|
339
|
Round Rock Advisors
Wilton,
Connecticut
|
$35.2M
|
+$103K
|
+204
|
+0.3%
|
|
|
340
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$35.2M
|
+$520K
|
+1,028
|
+2%
|
|
|
341
|
Tucker Asset Management
Littleton,
Colorado
|
$35.1M
|
+$1.97M
|
+3,903
|
+6%
|
|
|
342
|
Gratus Wealth Advisors
Virginia Beach,
Virginia
|
$34.8M
|
+$410K
|
+810
|
+1%
|
|
|
343
|
NWAM LLC
Mercer Island,
Washington
|
$34.7M
|
-$4.56M
|
-9,021
|
-12%
|
|
|
344
|
|
$34.7M
|
+$34.3M
|
+67,863
|
New
|
|
|
345
|
AE Wealth Management
Topeka,
Kansas
|
$34.6M
|
-$10.8M
|
-21,266
|
-24%
|
|
|
346
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$34.6M
|
+$34.2M
|
+67,670
|
New
|
|
|
347
|
Prostatis Group
Hanover,
Maryland
|
$34.6M
|
-$428K
|
-846
|
-1%
|
|
|
348
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$34.6M
|
+$20.2K
|
+40
|
+0.1%
|
|
|
349
|
Caprock Group
Boise,
Idaho
|
$34.4M
|
+$34M
|
+67,210
|
New
|
|
|
350
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$34.2M
|
-$1.73M
|
-3,419
|
-5%
|
|
