|
801
|
Osbon Capital Management
Boston,
Massachusetts
|
$12M
|
+$11.9M
|
+35,722
|
New
|
|
|
802
|
Fiduciary Financial Group
San Rafael,
California
|
$12M
|
+$2.89M
|
+8,683
|
+32%
|
|
|
803
|
Cypress Point Wealth Management
Dallas,
Texas
|
$12M
|
-$854K
|
-2,566
|
-7%
|
|
|
804
|
PFG Investments
Woodbury,
New York
|
$11.9M
|
+$87.5K
|
+263
|
+0.7%
|
|
|
805
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$11.9M
|
-$651K
|
-1,956
|
-5%
|
|
|
806
|
Davenport & Co
Richmond,
Virginia
|
$11.9M
|
+$759K
|
+2,281
|
+7%
|
|
|
807
|
Modus Advisors
Excelsior,
Minnesota
|
$11.9M
|
-$62.2K
|
-187
|
-0.5%
|
|
|
808
|
Partners in Financial Planning
Salem,
Virginia
|
$11.9M
|
-$43.2K
|
-130
|
-0.4%
|
|
|
809
|
Sonata Capital Group
Seattle,
Washington
|
$11.9M
|
-$52.2K
|
-157
|
-0.4%
|
|
|
810
|
Sherman Asset Management
Ventura,
California
|
$11.9M
|
+$258K
|
+776
|
+2%
|
|
|
811
|
Burling Wealth Partners
Chicago,
Illinois
|
$11.9M
|
+$3.3M
|
+9,929
|
+39%
|
|
|
812
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$11.9M
|
-$1.61M
|
-4,852
|
-12%
|
|
|
813
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$11.8M
|
-$190K
|
-570
|
-2%
|
|
|
814
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$11.7M
|
-$185K
|
-555
|
-2%
|
|
|
815
|
Financial Alternatives
La Jolla,
California
|
$11.7M
|
+$178K
|
+535
|
+2%
|
|
|
816
|
|
$11.7M
|
+$11.6M
|
+34,800
|
New
|
|
|
817
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$11.6M
|
-$118K
|
-355
|
-1%
|
|
|
818
|
Essex Financial Services
Essex,
Connecticut
|
$11.6M
|
-$55.2K
|
-166
|
-0.5%
|
|
|
819
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11.6M
|
+$93.8K
|
+282
|
+0.8%
|
|
|
820
|
WealthPLAN Partners
Omaha,
Nebraska
|
$11.6M
|
-$720K
|
-2,163
|
-6%
|
|
|
821
|
Level Four Advisory Services
Dallas,
Texas
|
$11.6M
|
+$652K
|
+1,961
|
+6%
|
|
|
822
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$11.5M
|
-$746K
|
-2,241
|
-6%
|
|
|
823
|
Squire Investment Management Company
Orem,
Utah
|
$11.5M
|
+$1.12M
|
+3,370
|
+11%
|
|
|
824
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$11.5M
|
–
|
–
|
–
|
|
|
825
|
Trust Point Inc
La Crosse,
Wisconsin
|
$11.5M
|
-$16.6K
|
-50
|
-0.1%
|
|
