|
301
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$7.83M
|
-$112K
|
-2,108
|
-1%
|
|
|
302
|
SVB Wealth
Boston,
Massachusetts
|
$7.8M
|
-$21.9K
|
-412
|
-0.3%
|
|
|
303
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$7.77M
|
-$398K
|
-7,472
|
-5%
|
|
|
304
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$7.7M
|
-$68.5K
|
-1,288
|
-0.9%
|
|
|
305
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.67M
|
-$1.18M
|
-22,140
|
-13%
|
|
|
306
|
Crane Advisory
Fullerton,
California
|
$7.66M
|
+$1.91M
|
+35,844
|
+32%
|
|
|
307
|
TD Private Client Wealth
New York
|
$7.65M
|
+$247K
|
+4,644
|
+3%
|
|
|
308
|
TriaGen Wealth Management
Calabasas,
California
|
$7.62M
|
+$200K
|
+3,752
|
+3%
|
|
|
309
|
Family Investment Center
Saint Joseph,
Missouri
|
$7.6M
|
+$1.17M
|
+22,080
|
+18%
|
|
|
310
|
Aspire Capital Advisors
Seattle,
Washington
|
$7.57M
|
+$272K
|
+5,112
|
+4%
|
|
|
311
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$7.55M
|
+$165K
|
+3,096
|
+2%
|
|
|
312
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$7.54M
|
+$26.2K
|
+492
|
+0.3%
|
|
|
313
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$7.54M
|
-$5.46M
|
-102,596
|
-42%
|
|
|
314
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7.49M
|
–
|
–
|
–
|
|
|
315
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7.39M
|
+$252K
|
+4,736
|
+3%
|
|
|
316
|
TD Capital Management
Memphis,
Tennessee
|
$7.39M
|
+$77.7K
|
+1,460
|
+1%
|
|
|
317
|
Custos Family Office
Austin,
Texas
|
$7.38M
|
+$4.36M
|
+81,956
|
+141%
|
|
|
318
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$7.37M
|
-$71.1K
|
-1,336
|
-0.9%
|
|
|
319
|
Transparent Wealth Partners
Little Rock,
Arkansas
|
$7.34M
|
+$206K
|
+3,868
|
+3%
|
|
|
320
|
HoyleCohen
San Diego,
California
|
$7.2M
|
+$1.34M
|
+25,276
|
+23%
|
|
|
321
|
Aries Wealth Management
Portland,
Maine
|
$7.18M
|
+$282K
|
+5,300
|
+4%
|
|
|
322
|
Principle Wealth Partners
Madison,
Connecticut
|
$7.15M
|
+$763K
|
+14,340
|
+12%
|
|
|
323
|
Royal Fund Management
Lady Lake,
Florida
|
$7.15M
|
-$436K
|
-8,200
|
-6%
|
|
|
324
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$7.14M
|
+$120K
|
+2,264
|
+2%
|
|
|
325
|
KeyBank National Association
Cleveland,
Ohio
|
$7.13M
|
-$207K
|
-3,884
|
-3%
|
|
