|
351
|
Matrix Private Capital Group
New York
|
$19.5M
|
+$796K
|
+4,399
|
+4%
|
|
|
352
|
Tenret Company
Tampa,
Florida
|
$19.5M
|
-$27.7K
|
-153
|
-0.1%
|
|
|
353
|
RFG Advisory
Birmingham,
Alabama
|
$19.3M
|
-$1.5M
|
-8,295
|
-7%
|
|
|
354
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$19.2M
|
+$116K
|
+643
|
+0.6%
|
|
|
355
|
Aspiriant LLC
Los Angeles,
California
|
$19.1M
|
-$304K
|
-1,679
|
-2%
|
|
|
356
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$18.9M
|
+$213K
|
+1,176
|
+1%
|
|
|
357
|
|
$18.9M
|
+$18.4M
|
+101,470
|
New
|
|
|
358
|
Bell Investment Advisors
Oakland,
California
|
$18.9M
|
+$198K
|
+1,094
|
+1%
|
|
|
359
|
Advantage Trust Company
Salina,
Kansas
|
$18.9M
|
+$1.29M
|
+7,150
|
+8%
|
|
|
360
|
NBT Bank
Norwich,
New York
|
$18.6M
|
-$17.7M
|
-97,736
|
-99%
|
|
|
361
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$18.6M
|
+$629K
|
+3,472
|
+4%
|
|
|
362
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$18.5M
|
+$365K
|
+2,016
|
+2%
|
|
|
363
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$18.5M
|
+$695K
|
+3,841
|
+4%
|
|
|
364
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$18.4M
|
+$749K
|
+4,134
|
+4%
|
|
|
365
|
Perkins Coie Trust Company
Seattle,
Washington
|
$18.3M
|
+$471K
|
+2,600
|
+3%
|
|
|
366
|
AE Wealth Management
Topeka,
Kansas
|
$18.2M
|
+$2.19M
|
+12,099
|
+14%
|
|
|
367
|
Lokken Investment Group
Lewes,
Delaware
|
$18.2M
|
-$2.02M
|
-11,145
|
-10%
|
|
|
368
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$18.2M
|
-$401K
|
-2,212
|
-2%
|
|
|
369
|
Quantinno Capital Management
New York
|
$18M
|
+$6.11M
|
+33,757
|
+54%
|
|
|
370
|
Falcon Wealth Planning
Ontario,
California
|
$17.9M
|
-$832K
|
-4,595
|
-5%
|
|
|
371
|
Cresta Advisors
Laredo,
Texas
|
$17.8M
|
-$370K
|
-2,041
|
-2%
|
|
|
372
|
Stone Summit Wealth
Miami,
Florida
|
$17.8M
|
+$783K
|
+4,322
|
+5%
|
|
|
373
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$17.7M
|
-$1.39M
|
-7,665
|
-7%
|
|
|
374
|
Hemington Wealth Management
Falls Church,
Virginia
|
$17.6M
|
-$319K
|
-1,762
|
-2%
|
|
|
375
|
Steele Capital Management
Dubuque,
Iowa
|
$17.6M
|
+$2.28M
|
+12,602
|
+16%
|
|
