|
351
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$34.9M
|
+$1.12M
|
+18,284
|
+3%
|
|
|
352
|
Montis Financial
Waltham,
Massachusetts
|
$34.8M
|
+$1.59M
|
+26,024
|
+5%
|
|
|
353
|
Inlight Wealth Management
Atlanta,
Georgia
|
$34.8M
|
+$7.33M
|
+119,636
|
+27%
|
|
|
354
|
Valeo Financial Advisors
Carmel,
Indiana
|
$34.7M
|
+$638K
|
+10,417
|
+2%
|
|
|
355
|
Kestra Private Wealth Services
Austin,
Texas
|
$34.5M
|
+$1.45M
|
+23,724
|
+4%
|
|
|
356
|
Cambridge Advisors
Omaha,
Nebraska
|
$34.3M
|
-$1.44M
|
-23,497
|
-4%
|
|
|
357
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$34.3M
|
-$750K
|
-12,249
|
-2%
|
|
|
358
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$34.3M
|
+$1.01M
|
+16,530
|
+3%
|
|
|
359
|
Seven Mile Advisory
Ewing,
New Jersey
|
$34.2M
|
+$903K
|
+14,735
|
+3%
|
|
|
360
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$33.8M
|
+$3.92M
|
+63,930
|
+13%
|
|
|
361
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$33.8M
|
+$33.2M
|
+541,700
|
New
|
|
|
362
|
Affiance Financial
St. Louis Park,
Minnesota
|
$33.8M
|
-$250K
|
-4,085
|
-0.7%
|
|
|
363
|
Abacus Planning Group
Columbia,
South Carolina
|
$33.8M
|
-$884K
|
-14,433
|
-3%
|
|
|
364
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$33.3M
|
+$3.24M
|
+52,908
|
+11%
|
|
|
365
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$33.3M
|
+$16.8M
|
+273,578
|
+106%
|
|
|
366
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$33.2M
|
+$775K
|
+12,647
|
+2%
|
|
|
367
|
VPR Management
Houston,
Texas
|
$32.8M
|
–
|
–
|
–
|
|
|
368
|
VestGen Advisors
Inverness,
Illinois
|
$32.7M
|
+$8.58M
|
+140,083
|
+36%
|
|
|
369
|
Cordant Inc
Portland,
Oregon
|
$32.7M
|
+$1.26M
|
+20,569
|
+4%
|
|
|
370
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$32.5M
|
+$411K
|
+6,702
|
+1%
|
|
|
371
|
IEQ Capital
Foster City,
California
|
$32.4M
|
+$3.88M
|
+63,379
|
+14%
|
|
|
372
|
Advocate Group
Minnetonka,
Minnesota
|
$32.4M
|
+$1.3M
|
+21,215
|
+4%
|
|
|
373
|
Operose Advisors
Milwaukee,
Wisconsin
|
$32.3M
|
+$5.04M
|
+82,300
|
+19%
|
|
|
374
|
Fairview Capital Investment Management
Greenbrae,
California
|
$32.2M
|
+$1.03M
|
+16,805
|
+3%
|
|
|
375
|
Parallel Advisors
San Francisco,
California
|
$32.2M
|
+$434K
|
+7,086
|
+1%
|
|
