|
401
|
Bay Colony Advisors
Concord,
Massachusetts
|
$42.5M
|
+$247K
|
+690
|
+0.6%
|
|
|
402
|
Roundview Capital
Princeton,
New Jersey
|
$42.5M
|
+$1.96M
|
+5,470
|
+5%
|
|
|
403
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$42.4M
|
-$131K
|
-366
|
-0.3%
|
|
|
404
|
Kings Path Partners
Sugar Land,
Texas
|
$42.2M
|
+$7.13M
|
+19,927
|
+21%
|
|
|
405
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$42.1M
|
+$2.5M
|
+6,979
|
+7%
|
|
|
406
|
BCM Advisors
Lafayette,
Louisiana
|
$42M
|
+$46.8K
|
+131
|
+0.1%
|
|
|
407
|
OLIO Financial Planning
Mclean,
Virginia
|
$41.8M
|
-$1.37M
|
-3,830
|
-3%
|
|
|
408
|
Breakwater Investment Management
Seattle,
Washington
|
$41.7M
|
-$1.67M
|
-4,672
|
-4%
|
|
|
409
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$41.2M
|
+$2.69M
|
+7,524
|
+7%
|
|
|
410
|
Integris Wealth Management
Monterey,
California
|
$41.1M
|
+$320K
|
+895
|
+0.8%
|
|
|
411
|
XY Planning Network
Bozeman,
Montana
|
$41.1M
|
+$1.97M
|
+5,523
|
+5%
|
|
|
412
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$41M
|
+$1.68M
|
+4,693
|
+4%
|
|
|
413
|
Telos Capital Management
San Diego,
California
|
$40.7M
|
-$4.05M
|
-11,331
|
-9%
|
|
|
414
|
Gryphon Financial Partners
Columbus,
Ohio
|
$40.6M
|
+$149K
|
+418
|
+0.4%
|
|
|
415
|
CWA Asset Management Group
Naples,
Florida
|
$40.5M
|
+$2.49M
|
+6,971
|
+7%
|
|
|
416
|
Clark Asset Management
Stratham,
New Hampshire
|
$40.4M
|
+$885K
|
+2,475
|
+2%
|
|
|
417
|
Perigon Wealth Management
San Francisco,
California
|
$40.2M
|
-$515K
|
-1,441
|
-1%
|
|
|
418
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$40.2M
|
+$4.65K
|
+13
|
+0%
|
|
|
419
|
Mayport LLC
Newton,
Massachusetts
|
$40.2M
|
+$5.07M
|
+14,177
|
+15%
|
|
|
420
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$39.9M
|
-$62.6K
|
-175
|
-0.2%
|
|
|
421
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$39.8M
|
+$1.33M
|
+3,709
|
+4%
|
|
|
422
|
My Personal CFO LLC
Vancouver,
Washington
|
$39.7M
|
-$422K
|
-1,179
|
-1%
|
|
|
423
|
KeyBank National Association
Cleveland,
Ohio
|
$39.6M
|
+$4.09M
|
+11,445
|
+12%
|
|
|
424
|
Midwest Trust
Overland Park,
Kansas
|
$38.7M
|
+$410K
|
+1,147
|
+1%
|
|
|
425
|
SVRN Asset Management
Austin,
Texas
|
$38.6M
|
+$14.2M
|
+39,751
|
+62%
|
|
