|
401
|
Burney Company
Reston,
Virginia
|
$3.64M
|
+$628K
|
+12,432
|
+21%
|
|
|
402
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$3.63M
|
-$303K
|
-6,000
|
-8%
|
|
|
403
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$3.63M
|
-$402K
|
-7,957
|
-10%
|
|
|
404
|
High Probability Advisors
Pittsford,
New York
|
$3.6M
|
-$275K
|
-5,442
|
-7%
|
|
|
405
|
Traction Financial Partners
Encampment,
Wyoming
|
$3.57M
|
-$393K
|
-7,793
|
-10%
|
|
|
406
|
Fulton Bank
Lancaster,
Pennsylvania
|
$3.56M
|
+$451K
|
+8,937
|
+14%
|
|
|
407
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.53M
|
-$1.92M
|
-38,074
|
-35%
|
|
|
408
|
Fisher Asset Management
Camas,
Washington
|
$3.52M
|
+$767K
|
+15,198
|
+27%
|
|
|
409
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$3.49M
|
+$49K
|
+970
|
+1%
|
|
|
410
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$3.49M
|
+$615K
|
+12,186
|
+21%
|
|
|
411
|
Cresset Asset Management
Chicago,
Illinois
|
$3.46M
|
+$706K
|
+13,977
|
+25%
|
|
|
412
|
Univest Financial
Souderton,
Pennsylvania
|
$3.43M
|
-$820K
|
-16,238
|
-19%
|
|
|
413
|
Rockbridge Investment Management
Syracuse,
New York
|
$3.42M
|
+$1.36K
|
+27
|
+0%
|
|
|
414
|
SigFig Wealth Management
San Francisco,
California
|
$3.42M
|
+$660K
|
+13,067
|
+24%
|
|
|
415
|
Opes Wealth Management
Menlo Park,
California
|
$3.42M
|
+$374K
|
+7,410
|
+12%
|
|
|
416
|
William Mack & Associates
Troy,
Michigan
|
$3.38M
|
-$64.9K
|
-1,285
|
-2%
|
|
|
417
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.37M
|
+$350K
|
+6,924
|
+11%
|
|
|
418
|
TAGStone Capital
Charlotte,
North Carolina
|
$3.37M
|
-$595K
|
-11,793
|
-15%
|
|
|
419
|
Elmwood Wealth Management
Berkeley,
California
|
$3.35M
|
+$86.4K
|
+1,712
|
+3%
|
|
|
420
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$3.35M
|
+$55.8K
|
+1,106
|
+2%
|
|
|
421
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.35M
|
-$207K
|
-4,106
|
-6%
|
|
|
422
|
Rede Wealth
Charlottesville,
Virginia
|
$3.34M
|
-$19.7K
|
-390
|
-0.6%
|
|
|
423
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$3.33M
|
+$64.9K
|
+1,286
|
+2%
|
|
|
424
|
Christine Messmer PC
Collegeville,
Pennsylvania
|
$3.33M
|
-$72.4K
|
-1,433
|
-2%
|
|
|
425
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$3.33M
|
+$32.2K
|
+638
|
+1%
|
|
