|
326
|
Steph & Co
Marinette,
Wisconsin
|
$8.99M
|
+$1.35M
|
+6,988
|
+20%
|
|
|
327
|
High Note Wealth
Deephaven,
Minnesota
|
$8.95M
|
+$109K
|
+566
|
+1%
|
|
|
328
|
Lazard Asset Management
New York
|
$8.79M
|
–
|
–
|
–
|
|
|
329
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$8.72M
|
-$28.9M
|
-149,998
|
-79%
|
|
|
330
|
Family Investment Center
Saint Joseph,
Missouri
|
$8.71M
|
-$2.31M
|
-11,982
|
-23%
|
|
|
331
|
Von Berge Wealth Management Group
San Diego,
California
|
$8.71M
|
-$270K
|
-1,402
|
-3%
|
|
|
332
|
Monterey Private Wealth
Monterey,
California
|
$8.7M
|
-$297K
|
-1,543
|
-4%
|
|
|
333
|
Capital Planning
Bellevue,
Washington
|
$8.68M
|
+$638K
|
+3,309
|
+9%
|
|
|
334
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8.67M
|
-$653K
|
-3,391
|
-8%
|
|
|
335
|
Bray Capital Advisors
Naples,
Florida
|
$8.67M
|
+$732K
|
+3,801
|
+10%
|
|
|
336
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$8.64M
|
-$154K
|
-800
|
-2%
|
|
|
337
|
Parkside Advisors
Berkeley,
California
|
$8.61M
|
-$73.8K
|
-383
|
-0.9%
|
|
|
338
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$8.6M
|
-$9.83K
|
-51
|
-0.1%
|
|
|
339
|
Frontier Asset Management
Sheridan,
Wyoming
|
$8.58M
|
+$407K
|
+2,110
|
+6%
|
|
|
340
|
Vawter Financial
Columbus,
Ohio
|
$8.56M
|
+$129K
|
+669
|
+2%
|
|
|
341
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$8.53M
|
+$547K
|
+2,838
|
+8%
|
|
|
342
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$8.52M
|
-$200K
|
-1,038
|
-3%
|
|
|
343
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$8.51M
|
+$540K
|
+2,804
|
+8%
|
|
|
344
|
Halpern Financial
Ashburn,
Virginia
|
$8.49M
|
+$5.05M
|
+26,189
|
+176%
|
|
|
345
|
Summit Global Investments
Bountiful,
Utah
|
$8.46M
|
+$7.64M
|
+39,651
|
New
|
|
|
346
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$8.45M
|
+$1.25M
|
+6,480
|
+20%
|
|
|
347
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$8.44M
|
+$196K
|
+1,017
|
+3%
|
|
|
348
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$8.31M
|
+$416K
|
+2,158
|
+6%
|
|
|
349
|
Focused Wealth Management
Newburgh,
New York
|
$8.31M
|
+$7.2M
|
+37,343
|
+2,334%
|
|
|
350
|
Gray Wealth Management
Bangor,
Maine
|
$8.3M
|
-$125K
|
-647
|
-2%
|
|
