|
326
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$41.7M
|
+$207K
|
+708
|
+0.5%
|
|
|
327
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$41.6M
|
+$9.34K
|
+32
|
+0%
|
|
|
328
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$41.5M
|
-$587K
|
-2,012
|
-1%
|
|
|
329
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$41.5M
|
+$2.49M
|
+8,538
|
+6%
|
|
|
330
|
Concurrent Investment Advisors
Tampa,
Florida
|
$41.4M
|
-$3.38M
|
-11,594
|
-8%
|
|
|
331
|
Pacific Center for Financial Services
San Ramon,
California
|
$41M
|
+$624K
|
+2,137
|
+2%
|
|
|
332
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$41M
|
+$1.83M
|
+6,266
|
+5%
|
|
|
333
|
Raffa Wealth Management
Washington,
District of Columbia
|
$40.2M
|
+$1.87M
|
+6,393
|
+5%
|
|
|
334
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$40M
|
+$40.1M
|
+137,484
|
+30,895%
|
|
|
335
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$39.7M
|
+$4.47M
|
+15,328
|
+13%
|
|
|
336
|
RIA Advisory Group
Des Moines,
Iowa
|
$39.5M
|
-$9.63M
|
-32,998
|
-19%
|
|
|
337
|
Gibson Wealth Advisors
Tyler,
Texas
|
$39.4M
|
-$398K
|
-1,363
|
-1%
|
|
|
338
|
First Western Trust Bank
Denver,
Colorado
|
$39.1M
|
–
|
–
|
–
|
|
|
339
|
Capitol Family Office
Beaverton,
Oregon
|
$39.1M
|
-$2.11M
|
-7,218
|
-5%
|
|
|
340
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$38.8M
|
+$1.69M
|
+5,802
|
+5%
|
|
|
341
|
VERITY Wealth Advisors
Sausalito,
United States
|
$38.7M
|
-$35.9K
|
-123
|
-0.1%
|
|
|
342
|
United Capital Financial Advisors
Irving,
Texas
|
$38.5M
|
-$808K
|
-2,771
|
-2%
|
|
|
343
|
|
$38.5M
|
+$1.55M
|
+5,305
|
+4%
|
|
|
344
|
Tide Cove Capital Partners
San Diego,
California
|
$38.3M
|
+$38.8M
|
+133,002
|
New
|
|
|
345
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$38.3M
|
-$1.18M
|
-4,046
|
-3%
|
|
|
346
|
Balentine LLC
Atlanta,
Georgia
|
$38.1M
|
+$366K
|
+1,253
|
+1%
|
|
|
347
|
JVL Associates
Wyoming,
Michigan
|
$38.1M
|
-$148K
|
-507
|
-0.4%
|
|
|
348
|
Everhart Financial Group
Dublin,
Ohio
|
$37.8M
|
+$1.43M
|
+4,909
|
+4%
|
|
|
349
|
PFG Advisors
Phoenix,
Arizona
|
$37.6M
|
+$11.4M
|
+39,017
|
+43%
|
|
|
350
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$37.6M
|
+$37.8M
|
+129,706
|
New
|
|
