|
301
|
Strategic Financial Planning
Plano,
Texas
|
$15.2M
|
+$276K
|
+5,945
|
+2%
|
|
|
302
|
Partners in Financial Planning
Salem,
Virginia
|
$15.1M
|
-$303K
|
-6,535
|
-2%
|
|
|
303
|
BIP Wealth
Atlanta,
Georgia
|
$14.9M
|
-$503K
|
-10,852
|
-3%
|
|
|
304
|
Petredis Investment Advisors
Warrendale,
Pennsylvania
|
$14.9M
|
+$12.6M
|
+272,032
|
+905%
|
|
|
305
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$14.9M
|
-$6.41M
|
-138,194
|
-31%
|
|
|
306
|
Global Endowment Management
Charlotte,
North Carolina
|
$14.7M
|
–
|
–
|
–
|
|
|
307
|
Global Retirement Partners
San Rafael,
California
|
$14.7M
|
+$13.7M
|
+296,336
|
New
|
|
|
308
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$14.6M
|
-$2M
|
-43,216
|
-13%
|
|
|
309
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$14.6M
|
–
|
–
|
–
|
|
|
310
|
Empirical Wealth Management
Seattle,
Washington
|
$14.6M
|
+$868K
|
+18,712
|
+7%
|
|
|
311
|
Martin & Co
Knoxville,
Tennessee
|
$14.6M
|
-$46.3K
|
-998
|
-0.3%
|
|
|
312
|
Robinswood Financial
Kirkland,
Washington
|
$14.5M
|
-$443K
|
-9,554
|
-3%
|
|
|
313
|
|
$14.5M
|
+$903K
|
+19,473
|
+7%
|
|
|
314
|
Blankinship & Foster
Solana Beach,
California
|
$14.4M
|
-$162K
|
-3,498
|
-1%
|
|
|
315
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$14.4M
|
+$1.4M
|
+30,194
|
+12%
|
|
|
316
|
Crestmont Private Wealth
Houston,
Texas
|
$14.3M
|
+$21.8K
|
+471
|
+0.2%
|
|
|
317
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.2M
|
+$2.14M
|
+46,041
|
+19%
|
|
|
318
|
UMB Bank
Kansas City,
Missouri
|
$14.1M
|
-$551K
|
-11,885
|
-4%
|
|
|
319
|
Parallel Advisors
San Francisco,
California
|
$14.1M
|
+$455K
|
+9,801
|
+4%
|
|
|
320
|
Franklin Resources
San Mateo,
California
|
$14.1M
|
-$5.44M
|
-117,322
|
-29%
|
|
|
321
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$14.1M
|
-$398M
|
-8,580,105
|
-97%
|
|
|
322
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$14M
|
+$360K
|
+7,752
|
+3%
|
|
|
323
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$14M
|
+$47.5K
|
+1,025
|
+0.4%
|
|
|
324
|
Tarbox Family Office
Newport Beach,
California
|
$14M
|
+$56.2K
|
+1,212
|
+0.4%
|
|
|
325
|
WestHill Financial Advisors
San Rafael,
California
|
$13.9M
|
+$6.17K
|
+133
|
+0%
|
|
