|
451
|
Planned Solutions
Folsom,
California
|
$14.1M
|
+$13M
|
+36,552
|
+1,505%
|
|
|
452
|
Golden State Wealth Management
Santa Ana,
California
|
$14.1M
|
-$220K
|
-620
|
-2%
|
|
|
453
|
Dimension Capital Management
Coral Gables,
Florida
|
$14M
|
+$3.41M
|
+9,614
|
+33%
|
|
|
454
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$14M
|
-$651K
|
-1,833
|
-5%
|
|
|
455
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$14M
|
+$249K
|
+700
|
+2%
|
|
|
456
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$14M
|
-$5.24M
|
-14,745
|
-28%
|
|
|
457
|
Washburn Capital Management
Vero Beach,
Florida
|
$13.9M
|
-$133K
|
-374
|
-1%
|
|
|
458
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$13.9M
|
-$678K
|
-1,909
|
-5%
|
|
|
459
|
Starfox Financial Services
The Woodlands,
Texas
|
$13.8M
|
+$2.95M
|
+8,314
|
+22%
|
|
|
460
|
KeyBank National Association
Cleveland,
Ohio
|
$13.8M
|
-$13.6M
|
-38,170
|
-50%
|
|
|
461
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$13.8M
|
+$961K
|
+2,707
|
+8%
|
|
|
462
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.8M
|
-$54.7K
|
-154
|
-0.4%
|
|
|
463
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$13.7M
|
+$13.5M
|
+37,883
|
New
|
|
|
464
|
Wealthfront Advisers
Palo Alto,
California
|
$13.7M
|
+$4.91M
|
+13,824
|
+58%
|
|
|
465
|
First United Bank & Trust
Oakland,
Maryland
|
$13.5M
|
+$335K
|
+943
|
+3%
|
|
|
466
|
Tradition Wealth Management
Edina,
Minnesota
|
$13.5M
|
+$95.9K
|
+270
|
+0.7%
|
|
|
467
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$13.4M
|
+$197K
|
+555
|
+2%
|
|
|
468
|
Foster Group
West Des Moines,
Iowa
|
$13.3M
|
+$108K
|
+304
|
+0.8%
|
|
|
469
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$13.3M
|
+$1.18M
|
+3,327
|
+10%
|
|
|
470
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$13.2M
|
+$4.45M
|
+12,517
|
+52%
|
|
|
471
|
Darrow Company
Needham,
Massachusetts
|
$13.2M
|
+$192K
|
+541
|
+2%
|
|
|
472
|
Madrona Financial Services
Everett,
Washington
|
$13.2M
|
+$815K
|
+2,296
|
+7%
|
|
|
473
|
Bessemer Group
Woodbridge,
New Jersey
|
$13.1M
|
-$500K
|
-1,407
|
-4%
|
|
|
474
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$13M
|
+$762K
|
+2,146
|
+6%
|
|
|
475
|
Cypress Capital Group
Palm Beach,
Florida
|
$12.9M
|
+$227K
|
+638
|
+2%
|
|
