|
376
|
Penney Financial
Houston,
Texas
|
$41.2M
|
+$1.46M
|
+4,345
|
+4%
|
|
|
377
|
Tide Cove Capital Partners
San Diego,
California
|
$40.9M
|
-$9.06M
|
-27,011
|
-19%
|
|
|
378
|
Cary Street Partners
Richmond,
Virginia
|
$40.8M
|
+$488K
|
+1,455
|
+1%
|
|
|
379
|
BCM Advisors
Lafayette,
Louisiana
|
$40.7M
|
-$4.43M
|
-13,206
|
-10%
|
|
|
380
|
VERITY Wealth Advisors
Sausalito,
United States
|
$40.5M
|
-$1.31M
|
-3,913
|
-3%
|
|
|
381
|
BFSG LLC
Irvine,
California
|
$40.5M
|
+$1.72M
|
+5,137
|
+4%
|
|
|
382
|
Prudent Man Advisors
Naperville,
Illinois
|
$40M
|
-$3.05M
|
-9,076
|
-7%
|
|
|
383
|
Cozad Asset Management
Champaign,
Illinois
|
$39.8M
|
+$723K
|
+2,154
|
+2%
|
|
|
384
|
United Capital Financial Advisors
Irving,
Texas
|
$39.8M
|
-$60.1K
|
-179
|
-0.1%
|
|
|
385
|
RIA Advisory Group
Des Moines,
Iowa
|
$39.7M
|
+$2.26M
|
+6,744
|
+6%
|
|
|
386
|
Prentice Wealth Management
Rochester,
New York
|
$39.5M
|
-$29.3M
|
-87,242
|
-42%
|
|
|
387
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$39.1M
|
+$209K
|
+622
|
+0.5%
|
|
|
388
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$39.1M
|
+$509K
|
+1,517
|
+1%
|
|
|
389
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$39M
|
+$8.66M
|
+25,819
|
+27%
|
|
|
390
|
BWM Planning
The Woodlands,
Texas
|
$39M
|
+$3.56M
|
+10,617
|
+10%
|
|
|
391
|
Telos Capital Management
San Diego,
California
|
$38.9M
|
-$1.03M
|
-3,075
|
-2%
|
|
|
392
|
Fifth Third Securities
Cincinnati,
Ohio
|
$38.9M
|
-$786K
|
-2,342
|
-2%
|
|
|
393
|
Sterling Wealth Management
Champaign,
Illinois
|
$38.7M
|
+$871K
|
+2,595
|
+2%
|
|
|
394
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$38.6M
|
+$6.07M
|
+18,092
|
+18%
|
|
|
395
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$38.5M
|
-$1.06M
|
-3,149
|
-3%
|
|
|
396
|
Root Financial Partners
Encinitas,
California
|
$38.2M
|
+$7.83M
|
+23,331
|
+24%
|
|
|
397
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$38.1M
|
+$9.89M
|
+29,470
|
+33%
|
|
|
398
|
Breakwater Investment Management
Seattle,
Washington
|
$37.7M
|
-$982K
|
-2,926
|
-2%
|
|
|
399
|
OLIO Financial Planning
Mclean,
Virginia
|
$37.4M
|
-$671K
|
-2,001
|
-2%
|
|
|
400
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$37.3M
|
+$3M
|
+8,955
|
+8%
|
|
