|
326
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$40.2M
|
+$7.61M
|
+26,209
|
+22%
|
|
|
327
|
Auto-Owners Insurance
Lansing,
Michigan
|
$40.1M
|
+$234M
|
+805,716
|
+2,201%
|
|
|
328
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$40.1M
|
+$1.28M
|
+4,395
|
+3%
|
|
|
329
|
REDW Wealth
Albuquerque,
New Mexico
|
$39.8M
|
-$3.56M
|
-12,257
|
-8%
|
|
|
330
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$39.6M
|
-$2.35M
|
-8,093
|
-5%
|
|
|
331
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39.5M
|
+$3.2K
|
+11
|
+0%
|
|
|
332
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$39.3M
|
-$1.52M
|
-5,232
|
-4%
|
|
|
333
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$39.2M
|
+$2.62M
|
+9,003
|
+7%
|
|
|
334
|
White Wing Wealth Management
The Wodlands,
Texas
|
$39.1M
|
+$727K
|
+2,502
|
+2%
|
|
|
335
|
Karpus Investment Management
Pittsford,
New York
|
$39M
|
-$544K
|
-1,871
|
-1%
|
|
|
336
|
REAP Financial Group
Austin,
Texas
|
$38.5M
|
+$3.86M
|
+13,279
|
+10%
|
|
|
337
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$38.5M
|
-$919K
|
-3,162
|
-2%
|
|
|
338
|
Pacific Center for Financial Services
San Ramon,
California
|
$38.5M
|
-$418K
|
-1,439
|
-1%
|
|
|
339
|
Victory Capital Management
San Antonio,
Texas
|
$38.3M
|
-$3.98M
|
-13,685
|
-9%
|
|
|
340
|
Clearstead Advisors
Cleveland,
Ohio
|
$38.2M
|
+$3.75M
|
+12,914
|
+10%
|
|
|
341
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$38.2M
|
+$3.02M
|
+10,409
|
+8%
|
|
|
342
|
Manske Wealth Management
Houston,
Texas
|
$37.8M
|
+$4.76M
|
+16,400
|
+14%
|
|
|
343
|
Gibson Wealth Advisors
Tyler,
Texas
|
$37.8M
|
+$456K
|
+1,569
|
+1%
|
|
|
344
|
|
$37.4M
|
+$975K
|
+3,356
|
+3%
|
|
|
345
|
OLIO Financial Planning
Mclean,
Virginia
|
$37.1M
|
-$2.71M
|
-9,333
|
-6%
|
|
|
346
|
First Western Trust Bank
Denver,
Colorado
|
$37.1M
|
+$7.84K
|
+27
|
+0%
|
|
|
347
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$37M
|
-$650K
|
-2,238
|
-2%
|
|
|
348
|
VERITY Wealth Advisors
Sausalito,
United States
|
$36.8M
|
+$45.6K
|
+157
|
+0.1%
|
|
|
349
|
Independent Financial Group
San Diego,
California
|
$36.6M
|
+$1.39M
|
+4,778
|
+4%
|
|
|
350
|
Tide Cove Capital Partners
San Diego,
California
|
$36.6M
|
+$66.5K
|
+229
|
+0.2%
|
|
