|
351
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$15.6M
|
+$353K
|
+4,415
|
+2%
|
|
|
352
|
CVFG LLC
Shelbyville,
Indiana
|
$15.5M
|
+$16.2M
|
+202,616
|
New
|
|
|
353
|
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
|
$15.4M
|
+$652K
|
+8,153
|
+4%
|
|
|
354
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$15.3M
|
+$1.57M
|
+19,676
|
+11%
|
|
|
355
|
NovaPoint Capital
Atlanta,
Georgia
|
$15.3M
|
+$118K
|
+1,471
|
+0.7%
|
|
|
356
|
Park Place Capital
Homewood,
Alabama
|
$15.3M
|
+$3.33M
|
+41,625
|
+26%
|
|
|
357
|
Independent Wealth Network
Urbandale,
Iowa
|
$15.3M
|
+$3.78M
|
+47,214
|
+31%
|
|
|
358
|
Triad Wealth Partners
Lawrence,
Kansas
|
$15.2M
|
+$7.05M
|
+88,118
|
+79%
|
|
|
359
|
Perennial Investment Advisors
Los Angeles,
California
|
$15.2M
|
+$4.2M
|
+52,555
|
+36%
|
|
|
360
|
Tortoise Investment Management
White Plains,
New York
|
$15M
|
+$2.24M
|
+28,027
|
+17%
|
|
|
361
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$15M
|
+$1.31M
|
+16,398
|
+9%
|
|
|
362
|
Daviman Financial
Noblesville,
Indiana
|
$14.8M
|
+$2.82M
|
+35,218
|
+22%
|
|
|
363
|
Rational Advisors
Huntington,
New York
|
$14.8M
|
+$16.2K
|
+203
|
+0.1%
|
|
|
364
|
MKT Advisors
Escondido,
California
|
$14.7M
|
+$1.99M
|
+24,913
|
+15%
|
|
|
365
|
SkyOak Wealth
Southfield,
Michigan
|
$14.7M
|
+$134K
|
+1,670
|
+0.9%
|
|
|
366
|
Hobbs Group Advisors
Columbia,
South Carolina
|
$14.5M
|
+$116K
|
+1,449
|
+0.8%
|
|
|
367
|
My Portfolio Guide
Seal Beach,
California
|
$14.5M
|
+$15.1M
|
+189,081
|
New
|
|
|
368
|
Mattson Financial Services
Kentwood,
Michigan
|
$14.1M
|
-$1.26M
|
-15,812
|
-8%
|
|
|
369
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$14.1M
|
+$289K
|
+3,607
|
+2%
|
|
|
370
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$14M
|
+$306K
|
+3,826
|
+2%
|
|
|
371
|
William Blair & Company
Chicago,
Illinois
|
$13.9M
|
+$679K
|
+8,484
|
+5%
|
|
|
372
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$13.9M
|
-$212K
|
-2,654
|
-1%
|
|
|
373
|
Waterloo Capital
Austin,
Texas
|
$13.9M
|
-$980K
|
-12,249
|
-6%
|
|
|
374
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$13.9M
|
+$6.86M
|
+85,752
|
+90%
|
|
|
375
|
Mutual Advisors
Omaha,
Nebraska
|
$13.8M
|
-$1.06M
|
-13,249
|
-7%
|
|
