|
351
|
Drive Wealth Management
Lehi,
Utah
|
$10.5M
|
+$2.09M
|
+51,216
|
+26%
|
|
|
352
|
Parker Financial
Silverdale,
Washington
|
$10.5M
|
+$1.26M
|
+30,970
|
+14%
|
|
|
353
|
Peninsula Wealth
San Francisco,
California
|
$10.5M
|
-$3.52M
|
-86,278
|
-26%
|
|
|
354
|
JFG Wealth Management
Denver,
Colorado
|
$10.4M
|
+$823K
|
+20,167
|
+9%
|
|
|
355
|
BIP Wealth
Atlanta,
Georgia
|
$10.4M
|
+$939K
|
+23,014
|
+10%
|
|
|
356
|
Global Retirement Partners
San Rafael,
California
|
$10.4M
|
+$2.01M
|
+49,335
|
+25%
|
|
|
357
|
|
$10.3M
|
+$276K
|
+6,754
|
+3%
|
|
|
358
|
Blue Edge Capital
Richmond,
Virginia
|
$10.3M
|
-$168K
|
-4,122
|
-2%
|
|
|
359
|
|
$10.2M
|
+$10M
|
+244,962
|
New
|
|
|
360
|
Twele Capital Management
Minnetonka,
Minnesota
|
$10.2M
|
+$217K
|
+5,318
|
+2%
|
|
|
361
|
Simmons Bank
Pine Bluff,
Arkansas
|
$10.2M
|
-$158K
|
-3,880
|
-2%
|
|
|
362
|
Trilogy Capital
Irvine,
California
|
$10.2M
|
+$97.9K
|
+2,399
|
+1%
|
|
|
363
|
Sunflower Bank
Dallas,
Texas
|
$10.2M
|
-$58.8K
|
-1,442
|
-0.6%
|
|
|
364
|
Executive Wealth Group
Kirkland,
Washington
|
$10.1M
|
+$6.72M
|
+164,591
|
+200%
|
|
|
365
|
Concurrent Investment Advisors
Tampa,
Florida
|
$10M
|
+$3.06M
|
+75,016
|
+45%
|
|
|
366
|
Citizens Financial Group
Providence,
Rhode Island
|
$10M
|
-$1.59M
|
-39,081
|
-14%
|
|
|
367
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$10M
|
+$52.6K
|
+1,288
|
+0.5%
|
|
|
368
|
Fairview Capital Investment Management
Greenbrae,
California
|
$10M
|
+$32K
|
+785
|
+0.3%
|
|
|
369
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$9.99M
|
+$363K
|
+8,890
|
+4%
|
|
|
370
|
Cahill Financial Advisors
Edina,
Minnesota
|
$9.98M
|
+$176K
|
+4,310
|
+2%
|
|
|
371
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$9.98M
|
-$745K
|
-18,260
|
-7%
|
|
|
372
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$9.88M
|
–
|
–
|
–
|
|
|
373
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$9.81M
|
+$201K
|
+4,923
|
+2%
|
|
|
374
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
$9.81M
|
+$133K
|
+3,251
|
+1%
|
|
|
375
|
&Partners
Nashville,
Tennessee
|
$9.81M
|
+$4.62M
|
+113,296
|
+92%
|
|
