|
326
|
WealthPLAN Partners
Omaha,
Nebraska
|
$33.1M
|
+$34.9K
|
+158
|
+0.1%
|
|
|
327
|
Modera Wealth Management
Westwood,
New Jersey
|
$33.1M
|
-$750K
|
-3,394
|
-2%
|
|
|
328
|
JVL Associates
Wyoming,
Michigan
|
$32.9M
|
-$789K
|
-3,570
|
-3%
|
|
|
329
|
North Star Investment Management
Chicago,
Illinois
|
$32.7M
|
+$222K
|
+1,002
|
+0.7%
|
|
|
330
|
Concurrent Investment Advisors
Tampa,
Florida
|
$32.5M
|
+$30.2M
|
+136,815
|
New
|
|
|
331
|
JMG Financial Group
Downers Grove,
Illinois
|
$32.4M
|
-$1.7M
|
-7,706
|
-5%
|
|
|
332
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$32.4M
|
+$1.47M
|
+6,632
|
+5%
|
|
|
333
|
TLWM Financial
San Antonio,
Texas
|
$32.4M
|
+$1.06M
|
+4,802
|
+4%
|
|
|
334
|
EP Wealth Advisors
Torrance,
California
|
$32.2M
|
+$4.76M
|
+21,519
|
+19%
|
|
|
335
|
First Western Trust Bank
Denver,
Colorado
|
$32M
|
+$10.5M
|
+47,543
|
+54%
|
|
|
336
|
RWA Wealth Partners
Newton,
Massachusetts
|
$31.9M
|
+$23.3M
|
+105,254
|
+360%
|
|
|
337
|
Perigon Wealth Management
San Francisco,
California
|
$31.6M
|
+$44.7K
|
+202
|
+0.2%
|
|
|
338
|
Pacific Center for Financial Services
San Ramon,
California
|
$31.3M
|
+$218K
|
+986
|
+0.8%
|
|
|
339
|
Global Retirement Partners
San Rafael,
California
|
$31.1M
|
+$960K
|
+4,341
|
+3%
|
|
|
340
|
SYM Financial Corp
Winona Lake,
Indiana
|
$31M
|
-$4.22M
|
-19,078
|
-13%
|
|
|
341
|
Gryphon Financial Partners
Columbus,
Ohio
|
$30.9M
|
+$2.81M
|
+12,707
|
+10%
|
|
|
342
|
Raffa Wealth Management
Washington,
District of Columbia
|
$30.6M
|
+$14.4K
|
+65
|
+0.1%
|
|
|
343
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.3M
|
+$254K
|
+1,149
|
+0.9%
|
|
|
344
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$30.2M
|
+$889K
|
+4,019
|
+3%
|
|
|
345
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$30.2M
|
-$72.5K
|
-328
|
-0.3%
|
|
|
346
|
Telos Capital Management
San Diego,
California
|
$30M
|
+$277K
|
+1,252
|
+1%
|
|
|
347
|
Affiance Financial
St. Louis Park,
Minnesota
|
$29.3M
|
+$6.4M
|
+28,929
|
+31%
|
|
|
348
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$29.2M
|
-$1.28M
|
-5,794
|
-4%
|
|
|
349
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$29.1M
|
+$2.79M
|
+12,612
|
+11%
|
|
|
350
|
Pure Financial Advisors
San Diego,
California
|
$29M
|
-$519K
|
-2,348
|
-2%
|
|
