|
301
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$54.3M
|
+$4.13M
|
+12,308
|
+8%
|
|
|
302
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$54M
|
+$2.47M
|
+7,373
|
+5%
|
|
|
303
|
Atria Investments
Charlotte,
North Carolina
|
$53.9M
|
+$20.1M
|
+60,056
|
+56%
|
|
|
304
|
RWA Wealth Partners
Newton,
Massachusetts
|
$53.8M
|
+$2.61M
|
+7,779
|
+5%
|
|
|
305
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$53.3M
|
–
|
–
|
–
|
|
|
306
|
Total Investment Management
Scottsdale,
Arizona
|
$53.2M
|
+$55.7M
|
+165,873
|
New
|
|
|
307
|
Morningstar Investment Management
Chicago,
Illinois
|
$53M
|
-$16.1M
|
-48,129
|
-23%
|
|
|
308
|
Tumwater Wealth Management
Boise,
Idaho
|
$52.8M
|
+$536K
|
+1,597
|
+1%
|
|
|
309
|
Evanson Asset Management
Carmel,
California
|
$52.6M
|
+$297K
|
+885
|
+0.5%
|
|
|
310
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$52.5M
|
+$3.65M
|
+10,871
|
+7%
|
|
|
311
|
Diversified Trust
Memphis,
Tennessee
|
$52M
|
+$5.46M
|
+16,282
|
+11%
|
|
|
312
|
INVST
Indianapolis,
Indiana
|
$51.7M
|
-$2.09M
|
-6,233
|
-4%
|
|
|
313
|
Harbour Investments
Madison,
Wisconsin
|
$51.6M
|
+$18.1M
|
+53,820
|
+50%
|
|
|
314
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$51.3M
|
+$107K
|
+318
|
+0.2%
|
|
|
315
|
Opus Investment Management
Worcester,
Massachusetts
|
$50.9M
|
–
|
–
|
–
|
|
|
316
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$50.8M
|
+$1.84M
|
+5,473
|
+4%
|
|
|
317
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$50.5M
|
+$20.5M
|
+61,038
|
+63%
|
|
|
318
|
Ashford Advisors
Pittsford,
New York
|
$50.5M
|
+$4.7K
|
+14
|
+0%
|
|
|
319
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$50.1M
|
-$6.66M
|
-19,853
|
-11%
|
|
|
320
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$49.9M
|
-$23.2M
|
-69,170
|
-31%
|
|
|
321
|
Brookwood Investment Group
Phoenix,
Arizona
|
$49.7M
|
+$3.64M
|
+10,855
|
+8%
|
|
|
322
|
Family CFO
Los Altos,
California
|
$49.5M
|
-$213K
|
-635
|
-0.4%
|
|
|
323
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$49.5M
|
-$5.08M
|
-15,148
|
-9%
|
|
|
324
|
Parallel Advisors
San Francisco,
California
|
$49.3M
|
+$1.46M
|
+4,364
|
+3%
|
|
|
325
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$49.1M
|
-$578K
|
-1,724
|
-1%
|
|
