|
351
|
Oak Root LLC
Santa Barbara,
California
|
$22.3M
|
-$664K
|
-3,317
|
-3%
|
|
|
352
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$22.3M
|
+$17M
|
+85,090
|
+298%
|
|
|
353
|
Spire Wealth Management
Mclean,
Virginia
|
$22.2M
|
-$281K
|
-1,401
|
-1%
|
|
|
354
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$22.2M
|
+$162K
|
+808
|
+0.7%
|
|
|
355
|
Elite Financial
Lewiston,
Idaho
|
$22.2M
|
+$1.28M
|
+6,372
|
+6%
|
|
|
356
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$21.9M
|
+$1.74M
|
+8,668
|
+8%
|
|
|
357
|
Tenret Company
Tampa,
Florida
|
$21.9M
|
+$1.54M
|
+7,667
|
+7%
|
|
|
358
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$21.7M
|
-$37.4K
|
-187
|
-0.2%
|
|
|
359
|
Matrix Private Capital Group
New York
|
$21.4M
|
+$133K
|
+663
|
+0.6%
|
|
|
360
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$21.4M
|
+$165K
|
+825
|
+0.8%
|
|
|
361
|
RFG Advisory
Birmingham,
Alabama
|
$21.3M
|
+$741K
|
+3,700
|
+4%
|
|
|
362
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$21.3M
|
+$233K
|
+1,165
|
+1%
|
|
|
363
|
Renaissance Technologies
New York
|
$21.1M
|
+$19.3M
|
+96,500
|
+877%
|
|
|
364
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$21.1M
|
+$196K
|
+978
|
+0.9%
|
|
|
365
|
Cresta Advisors
Laredo,
Texas
|
$21.1M
|
+$1.9M
|
+9,470
|
+10%
|
|
|
366
|
Sapient Capital
Indianapolis,
Indiana
|
$21M
|
-$2.11M
|
-10,540
|
-9%
|
|
|
367
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$20.9M
|
+$611K
|
+3,050
|
+3%
|
|
|
368
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$20.6M
|
-$1.21M
|
-6,055
|
-5%
|
|
|
369
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$20.5M
|
+$1.61M
|
+8,028
|
+8%
|
|
|
370
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$20.3M
|
+$955K
|
+4,772
|
+5%
|
|
|
371
|
Affiance Financial
St. Louis Park,
Minnesota
|
$20.3M
|
+$2.88M
|
+14,405
|
+16%
|
|
|
372
|
R.W. Roge & Company
Bohemia,
New York
|
$20.3M
|
-$413K
|
-2,061
|
-2%
|
|
|
373
|
Perkins Coie Trust Company
Seattle,
Washington
|
$20.2M
|
+$714K
|
+3,565
|
+4%
|
|
|
374
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$20.1M
|
-$609K
|
-3,044
|
-3%
|
|
|
375
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$20.1M
|
+$305K
|
+1,525
|
+2%
|
|
