|
351
|
R.W. Roge & Company
Bohemia,
New York
|
$18.7M
|
-$1.35M
|
-8,012
|
-7%
|
|
|
352
|
Janus Henderson Group
London,
|
$18.7M
|
-$270K
|
-1,599
|
-1%
|
|
|
353
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$18.5M
|
+$392K
|
+2,322
|
+2%
|
|
|
354
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$18.5M
|
+$1.48M
|
+8,751
|
+9%
|
|
|
355
|
EdgeRock Capital
Denver,
Colorado
|
$18.5M
|
+$17.6M
|
+104,442
|
New
|
|
|
356
|
Tenret Company
Tampa,
Florida
|
$18.5M
|
-$1.3M
|
-7,706
|
-7%
|
|
|
357
|
Aspiriant LLC
Los Angeles,
California
|
$18.4M
|
+$2.74M
|
+16,204
|
+18%
|
|
|
358
|
Elite Financial
Lewiston,
Idaho
|
$18.3M
|
+$605K
|
+3,579
|
+4%
|
|
|
359
|
Miracle Mile Advisors
Los Angeles,
California
|
$18.2M
|
+$951K
|
+5,629
|
+6%
|
|
|
360
|
Aspire Private Capital
Cornelius,
North Carolina
|
$18.2M
|
+$471K
|
+2,788
|
+3%
|
|
|
361
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$18.1M
|
-$2.17M
|
-12,848
|
-11%
|
|
|
362
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$18.1M
|
-$688K
|
-4,076
|
-4%
|
|
|
363
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$17.9M
|
+$304K
|
+1,798
|
+2%
|
|
|
364
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$17.9M
|
+$472K
|
+2,793
|
+3%
|
|
|
365
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$17.9M
|
+$494K
|
+2,926
|
+3%
|
|
|
366
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$17.8M
|
-$11M
|
-65,059
|
-39%
|
|
|
367
|
Falcon Wealth Planning
Ontario,
California
|
$17.8M
|
-$401K
|
-2,372
|
-2%
|
|
|
368
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$17.7M
|
+$232K
|
+1,371
|
+1%
|
|
|
369
|
Matrix Private Capital Group
New York
|
$17.7M
|
-$108K
|
-640
|
-0.6%
|
|
|
370
|
Bell Investment Advisors
Oakland,
California
|
$17.7M
|
+$566K
|
+3,351
|
+3%
|
|
|
371
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$17.6M
|
+$3.25M
|
+19,219
|
+24%
|
|
|
372
|
NBT Bank
Norwich,
New York
|
$17.5M
|
+$294K
|
+1,740
|
+2%
|
|
|
373
|
REAP Financial Group
Austin,
Texas
|
$17.5M
|
+$3.27M
|
+19,351
|
+24%
|
|
|
374
|
Valence8 US
Cambridge,
Massachusetts
|
$17.4M
|
-$2.59M
|
-15,358
|
-13%
|
|
|
375
|
Cresta Advisors
Laredo,
Texas
|
$17.3M
|
+$734K
|
+4,348
|
+5%
|
|
