|
326
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$10.4M
|
+$25.7K
|
+113
|
+0.3%
|
|
|
327
|
Kestra Private Wealth Services
Austin,
Texas
|
$10.3M
|
+$1.28M
|
+5,632
|
+15%
|
|
|
328
|
Principal Securities
Des Moines,
Iowa
|
$10.2M
|
+$4.42M
|
+19,454
|
+82%
|
|
|
329
|
Bear Mountain Capital
Seattle,
Washington
|
$10.2M
|
-$23.6K
|
-104
|
-0.2%
|
|
|
330
|
Steph & Co
Marinette,
Wisconsin
|
$10.1M
|
-$104K
|
-457
|
-1%
|
|
|
331
|
JDM Financial Group
Austin,
Texas
|
$10.1M
|
+$953K
|
+4,193
|
+11%
|
|
|
332
|
Evolution Wealth Advisors
Aventura,
Florida
|
$10.1M
|
+$27.3K
|
+120
|
+0.3%
|
|
|
333
|
Vawter Financial
Columbus,
Ohio
|
$10.1M
|
+$160K
|
+703
|
+2%
|
|
|
334
|
Trust Company of the South
Greensboro,
North Carolina
|
$10M
|
+$1.08M
|
+4,740
|
+13%
|
|
|
335
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$10M
|
+$2.41M
|
+10,626
|
+34%
|
|
|
336
|
Lokken Investment Group
Lewes,
Delaware
|
$10M
|
+$231K
|
+1,015
|
+2%
|
|
|
337
|
World Investment Advisors
Santa Barbara,
California
|
$10M
|
+$4.18M
|
+18,387
|
+77%
|
|
|
338
|
Parkside Advisors
Berkeley,
California
|
$9.98M
|
-$38.2K
|
-168
|
-0.4%
|
|
|
339
|
TD Capital Management
Memphis,
Tennessee
|
$9.97M
|
-$41.6K
|
-183
|
-0.4%
|
|
|
340
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$9.95M
|
+$660K
|
+2,905
|
+7%
|
|
|
341
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$9.89M
|
-$30.7K
|
-135
|
-0.3%
|
|
|
342
|
Gray Wealth Management
Bangor,
Maine
|
$9.89M
|
+$324K
|
+1,425
|
+4%
|
|
|
343
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$9.88M
|
-$549K
|
-2,418
|
-5%
|
|
|
344
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.74M
|
+$3.21M
|
+14,120
|
+42%
|
|
|
345
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$9.7M
|
-$106K
|
-465
|
-1%
|
|
|
346
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$9.66M
|
+$95.4K
|
+420
|
+1%
|
|
|
347
|
Frontier Asset Management
Sheridan,
Wyoming
|
$9.66M
|
+$232K
|
+1,019
|
+3%
|
|
|
348
|
Circle Wealth Management
Summit,
New Jersey
|
$9.65M
|
–
|
–
|
–
|
|
|
349
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$9.63M
|
+$118K
|
+518
|
+1%
|
|
|
350
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$9.63M
|
+$88.2K
|
+388
|
+1%
|
|
