|
451
|
Next Level Wealth Planning
Meridian,
Idaho
|
$66.9M
|
+$1.46M
|
+2,197
|
+2%
|
|
|
452
|
Dunhill Financial
London,
United Kingdom
|
$66.9M
|
-$6M
|
-8,997
|
-8%
|
|
|
453
|
Roundview Capital
Princeton,
New Jersey
|
$66.8M
|
-$771K
|
-1,156
|
-1%
|
|
|
454
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$66.5M
|
-$158K
|
-237
|
-0.2%
|
|
|
455
|
Citadel Advisors
Miami,
Florida
|
$66.4M
|
+$64.5M
|
+96,708
|
New
|
|
|
456
|
LM Advisors
San Diego,
California
|
$66.2M
|
+$26.9M
|
+40,340
|
+72%
|
|
|
457
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$66M
|
+$16.6M
|
+24,836
|
+35%
|
|
|
458
|
Curated Wealth Partners
El Segundo,
California
|
$66M
|
+$10.6M
|
+15,973
|
+20%
|
|
|
459
|
Twele Capital Management
Minnetonka,
Minnesota
|
$65.8M
|
-$1.97M
|
-2,950
|
-3%
|
|
|
460
|
Landmark Wealth Management (New York)
Melville,
New York
|
$65.3M
|
-$294K
|
-441
|
-0.5%
|
|
|
461
|
Boston Family Office
Boston,
Massachusetts
|
$65.2M
|
+$10.2M
|
+15,245
|
+19%
|
|
|
462
|
3Chopt Investment Partners
Richmond,
Virginia
|
$64.7M
|
+$1.68M
|
+2,514
|
+3%
|
|
|
463
|
Level Financial Advisors
East Amherst,
New York
|
$64.5M
|
+$1.42M
|
+2,130
|
+2%
|
|
|
464
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$64.1M
|
+$44K
|
+66
|
+0.1%
|
|
|
465
|
United Services Automobile Association
San Antonio,
Texas
|
$63.7M
|
-$1.07M
|
-1,608
|
-2%
|
|
|
466
|
|
$63.2M
|
+$202K
|
+303
|
+0.3%
|
|
|
467
|
Crestmont Private Wealth
Houston,
Texas
|
$63.2M
|
-$9.95M
|
-14,926
|
-14%
|
|
|
468
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$62.9M
|
-$510K
|
-765
|
-0.8%
|
|
|
469
|
Jasper Ridge Partners
Menlo Park,
California
|
$62.8M
|
-$5.51M
|
-8,267
|
-8%
|
|
|
470
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$62.6M
|
+$820K
|
+1,230
|
+1%
|
|
|
471
|
Apella Capital
West Hartford,
Connecticut
|
$62.4M
|
+$5.97M
|
+8,961
|
+11%
|
|
|
472
|
CreativeOne Wealth
Overland Park,
Kansas
|
$62.1M
|
+$5.09M
|
+7,637
|
+9%
|
|
|
473
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$62.1M
|
+$3.63M
|
+5,445
|
+6%
|
|
|
474
|
Steph & Co
Marinette,
Wisconsin
|
$62M
|
+$2.95M
|
+4,425
|
+5%
|
|
|
475
|
Kearns & Associates
Palos Verdes Estates,
California
|
$62M
|
-$315K
|
-472
|
-0.5%
|
|
