|
276
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$13.4M
|
+$190K
|
+2,804
|
+1%
|
|
|
277
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$13.4M
|
-$285K
|
-4,200
|
-2%
|
|
|
278
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$13.4M
|
-$131K
|
-1,924
|
-0.9%
|
|
|
279
|
Ruggaard & Associates
Hudson,
Ohio
|
$13.4M
|
+$27.4K
|
+404
|
+0.2%
|
|
|
280
|
M Holdings Securities
Portland,
Oregon
|
$13.1M
|
+$13.4M
|
+197,716
|
New
|
|
|
281
|
Centerline Wealth Advisors
Louisville,
Kentucky
|
$12.9M
|
+$13.3M
|
+196,000
|
New
|
|
|
282
|
Capital Planning
Bellevue,
Washington
|
$12.9M
|
+$153K
|
+2,252
|
+1%
|
|
|
283
|
Scott Capital Advisors
Portland,
Oregon
|
$12.9M
|
+$186K
|
+2,744
|
+1%
|
|
|
284
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$12.8M
|
–
|
–
|
–
|
|
|
285
|
TD Private Client Wealth
New York
|
$12.7M
|
-$18.5K
|
-272
|
-0.1%
|
|
|
286
|
Whelan Financial
Fresno,
California
|
$12.7M
|
-$129K
|
-1,904
|
-1%
|
|
|
287
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$12.6M
|
-$260K
|
-3,828
|
-2%
|
|
|
288
|
Next Level Wealth Planning
Meridian,
Idaho
|
$12.6M
|
+$12.9M
|
+190,704
|
New
|
|
|
289
|
Vanguard Group
Malvern,
Pennsylvania
|
$12.6M
|
+$1.22M
|
+18,016
|
+10%
|
|
|
290
|
Caprock Group
Boise,
Idaho
|
$12.5M
|
+$238K
|
+3,504
|
+2%
|
|
|
291
|
JVL Associates
Wyoming,
Michigan
|
$12.5M
|
-$97.5K
|
-1,436
|
-0.8%
|
|
|
292
|
Manchester Capital Management
Manchester,
Vermont
|
$12.4M
|
+$206K
|
+3,032
|
+2%
|
|
|
293
|
AllianceBernstein
Nashville,
Tennessee
|
$12.4M
|
-$1.26M
|
-18,632
|
-9%
|
|
|
294
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$12.4M
|
+$3.47M
|
+51,060
|
+40%
|
|
|
295
|
|
$12.4M
|
+$3.88M
|
+57,196
|
+44%
|
|
|
296
|
Custos Family Office
Austin,
Texas
|
$12.4M
|
+$841K
|
+12,388
|
+7%
|
|
|
297
|
TriaGen Wealth Management
Calabasas,
California
|
$12.4M
|
+$92.1K
|
+1,356
|
+0.7%
|
|
|
298
|
Roundview Capital
Princeton,
New Jersey
|
$12.4M
|
+$389K
|
+5,724
|
+3%
|
|
|
299
|
First National Corp
Rockland,
Massachusetts
|
$12.3M
|
+$182K
|
+2,684
|
+1%
|
|
|
300
|
Bridges Investment Management
Omaha,
Nebraska
|
$12.3M
|
+$11.7K
|
+172
|
+0.1%
|
|
