|
301
|
James J. Burns & Company
Melville,
New York
|
$13.3M
|
+$302K
|
+4,608
|
+2%
|
|
|
302
|
Gemmer Asset Management
Walnut Creek,
California
|
$13.3M
|
+$476K
|
+7,248
|
+4%
|
|
|
303
|
ASB Consultores
Aventura,
Florida
|
$13.3M
|
+$12.4M
|
+189,492
|
New
|
|
|
304
|
Whelan Financial
Fresno,
California
|
$13.2M
|
-$38.3K
|
-584
|
-0.3%
|
|
|
305
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$13.2M
|
+$1.07M
|
+16,272
|
+10%
|
|
|
306
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$13.1M
|
+$918K
|
+13,980
|
+8%
|
|
|
307
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$13.1M
|
+$190K
|
+2,892
|
+2%
|
|
|
308
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$13.1M
|
+$501K
|
+7,632
|
+4%
|
|
|
309
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$13M
|
-$771K
|
-11,748
|
-6%
|
|
|
310
|
Somnio Financial Group
Glastonbury,
Connecticut
|
$13M
|
+$12.2M
|
+185,584
|
New
|
|
|
311
|
Vestwell Advisors
New York
|
$13M
|
–
|
–
|
–
|
|
|
312
|
Scott Capital Advisors
Portland,
Oregon
|
$12.8M
|
-$192K
|
-2,932
|
-2%
|
|
|
313
|
Huntington National Bank
Columbus,
Ohio
|
$12.7M
|
–
|
–
|
–
|
|
|
314
|
Graypoint LLC
Albany,
New York
|
$12.6M
|
+$420K
|
+6,404
|
+4%
|
|
|
315
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$12.6M
|
+$897K
|
+13,664
|
+8%
|
|
|
316
|
Acropolis Investment Management
St. Louis,
Missouri
|
$12.5M
|
+$3.37M
|
+51,288
|
+40%
|
|
|
317
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12.4M
|
+$9.71K
|
+148
|
+0.1%
|
|
|
318
|
Prospera Financial Services
Dallas,
Texas
|
$12.4M
|
+$3.35M
|
+50,968
|
+40%
|
|
|
319
|
CRA Financial Services
Northfield,
New Jersey
|
$12.4M
|
+$482K
|
+7,340
|
+4%
|
|
|
320
|
Operose Advisors
Milwaukee,
Wisconsin
|
$12.4M
|
+$7.31M
|
+111,320
|
+170%
|
|
|
321
|
Sebold Capital Management
Lisle,
Illinois
|
$12.3M
|
+$158K
|
+2,412
|
+1%
|
|
|
322
|
Roundview Capital
Princeton,
New Jersey
|
$12.2M
|
-$845K
|
-12,876
|
-7%
|
|
|
323
|
Tribridge Partners Financial
Columbia,
Maryland
|
$12.2M
|
+$11.5M
|
+174,660
|
New
|
|
|
324
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$12.1M
|
+$571K
|
+8,704
|
+5%
|
|
|
325
|
Belpointe Asset Management
Reno,
Nevada
|
$12.1M
|
+$170K
|
+2,588
|
+2%
|
|
