|
301
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$14.7M
|
-$197K
|
-2,712
|
-1%
|
|
|
302
|
Fidelis Capital Partners
Tampa,
Florida
|
$14.7M
|
-$1.59M
|
-21,868
|
-10%
|
|
|
303
|
Franklin Resources
San Mateo,
California
|
$14.6M
|
+$560K
|
+7,700
|
+4%
|
|
|
304
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$14.6M
|
-$116K
|
-1,600
|
-0.8%
|
|
|
305
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$14.4M
|
-$53.5K
|
-736
|
-0.4%
|
|
|
306
|
Commerce Bank
Kansas City,
Missouri
|
$14.3M
|
-$269K
|
-3,692
|
-2%
|
|
|
307
|
Global Retirement Partners
San Rafael,
California
|
$14.3M
|
+$12.5K
|
+172
|
+0.1%
|
|
|
308
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$14.3M
|
+$1.53M
|
+21,048
|
+12%
|
|
|
309
|
HUB Investment Partners
Austin,
Texas
|
$14.1M
|
+$265K
|
+3,644
|
+2%
|
|
|
310
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$14.1M
|
-$59.1K
|
-812
|
-0.4%
|
|
|
311
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$14M
|
+$189K
|
+2,600
|
+1%
|
|
|
312
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$13.9M
|
+$1.77M
|
+24,384
|
+15%
|
|
|
313
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13.9M
|
-$241K
|
-3,316
|
-2%
|
|
|
314
|
Belpointe Asset Management
Reno,
Nevada
|
$13.8M
|
+$775K
|
+10,660
|
+6%
|
|
|
315
|
Somnio Financial Group
Glastonbury,
Connecticut
|
$13.7M
|
+$261K
|
+3,592
|
+2%
|
|
|
316
|
AQR Capital Management
Greenwich,
Connecticut
|
$13.7M
|
+$3.13M
|
+42,960
|
+29%
|
|
|
317
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$13.7M
|
+$209K
|
+2,868
|
+2%
|
|
|
318
|
Freedom Financial Partners
Oakdale,
Minnesota
|
$13.6M
|
+$615K
|
+8,452
|
+5%
|
|
|
319
|
Pinnacle Associates
New York
|
$13.6M
|
-$203K
|
-2,792
|
-1%
|
|
|
320
|
Whelan Financial
Fresno,
California
|
$13.5M
|
+$140K
|
+1,928
|
+1%
|
|
|
321
|
Acropolis Investment Management
St. Louis,
Missouri
|
$13.4M
|
-$29.4K
|
-404
|
-0.2%
|
|
|
322
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$13.3M
|
+$193K
|
+2,660
|
+1%
|
|
|
323
|
Roundview Capital
Princeton,
New Jersey
|
$13.1M
|
+$416K
|
+5,724
|
+3%
|
|
|
324
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$13.1M
|
+$1.09M
|
+14,956
|
+9%
|
|
|
325
|
Financial Futures
Brielle,
New Jersey
|
$13.1M
|
+$1.03M
|
+14,204
|
+9%
|
|
