|
1051
|
Halter Ferguson Financial
Carmel,
Indiana
|
$18M
|
+$625K
|
+925
|
+4%
|
|
|
1052
|
Sachetta
Lynnfield,
Massachusetts
|
$18M
|
+$896K
|
+1,326
|
+5%
|
|
|
1053
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18M
|
-$62.9K
|
-93
|
-0.4%
|
|
|
1054
|
Family Capital Management
Grand Rapids,
Michigan
|
$18M
|
+$604K
|
+894
|
+4%
|
|
|
1055
|
Marco Investment Management
Atlanta,
Georgia
|
$18M
|
+$524K
|
+776
|
+3%
|
|
|
1056
|
Cypress Capital
Franklin,
Tennessee
|
$18M
|
+$151K
|
+224
|
+0.9%
|
|
|
1057
|
Magnus Financial Group
New York
|
$17.9M
|
+$836K
|
+1,237
|
+5%
|
|
|
1058
|
Fiducient Advisors
Chicago,
Illinois
|
$17.9M
|
+$1.55M
|
+2,290
|
+10%
|
|
|
1059
|
Bell Bank
Fargo,
North Dakota
|
$17.9M
|
-$183K
|
-271
|
-1%
|
|
|
1060
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$17.9M
|
+$4.38M
|
+6,474
|
+33%
|
|
|
1061
|
Capital Research Global Investors
Los Angeles,
California
|
$17.8M
|
+$14.7M
|
+21,807
|
+525%
|
|
|
1062
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$17.8M
|
-$957K
|
-1,416
|
-5%
|
|
|
1063
|
Gridiron Partners
Wexford,
Pennsylvania
|
$17.8M
|
–
|
–
|
–
|
|
|
1064
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$17.7M
|
+$455K
|
+673
|
+3%
|
|
|
1065
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$17.7M
|
+$17.5M
|
+25,893
|
New
|
|
|
1066
|
G&S Capital
Denver,
Colorado
|
$17.6M
|
-$698K
|
-1,032
|
-4%
|
|
|
1067
|
Tolleson Wealth Management
Dallas,
Texas
|
$17.6M
|
-$1.41M
|
-2,080
|
-7%
|
|
|
1068
|
Oldfather Financial Services
Kearney,
Nebraska
|
$17.6M
|
-$124K
|
-183
|
-0.7%
|
|
|
1069
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$17.6M
|
-$379K
|
-561
|
-2%
|
|
|
1070
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$17.5M
|
-$108K
|
-160
|
-0.6%
|
|
|
1071
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$17.5M
|
-$62.2K
|
-92
|
-0.4%
|
|
|
1072
|
Neumann Capital Management
Foster City,
California
|
$17.5M
|
-$301K
|
-446
|
-2%
|
|
|
1073
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$17.4M
|
+$923K
|
+1,366
|
+6%
|
|
|
1074
|
Icon Wealth Advisors
Houston,
Texas
|
$17.4M
|
-$414K
|
-612
|
-2%
|
|
|
1075
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$17.4M
|
+$29.9M
|
+44,280
|
+173%
|
|
