|
2651
|
Waterfront Wealth
Overland Park,
Kansas
|
$40M
|
+$1.45M
|
10
|
6.19%
|
Increased
|
|
|
2652
|
Fort Point Capital Partners
San Francisco,
California
|
$39.9M
|
+$4.91M
|
7
|
2.77%
|
Increased
|
|
|
2653
|
Drive Wealth Management
Lehi,
Utah
|
$39.9M
|
+$1.22M
|
11
|
7.11%
|
Increased
|
|
|
2654
|
Atwater Malick
Lancaster,
Pennsylvania
|
$39.9M
|
+$1.46M
|
5
|
8.69%
|
Increased
|
|
|
2655
|
Kera Capital Partners
San Jose,
California
|
$39.9M
|
-$1.65M
|
14
|
3.83%
|
Reduced
|
|
|
2656
|
Dutch Asset Corp
Selkirk,
New York
|
$39.9M
|
+$5.98M
|
6
|
19.84%
|
Increased
|
|
|
2657
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$39.8M
|
+$380K
|
7
|
4.68%
|
Increased
|
|
|
2658
|
Haverford Financial Services
Radnor,
Pennsylvania
|
$39.7M
|
-$182K
|
2
|
11.72%
|
Reduced
|
|
|
2659
|
|
$39.6M
|
-$1.03M
|
9
|
20.83%
|
Reduced
|
|
|
2660
|
Cascade Financial Partners
San Diego,
California
|
$39.6M
|
-$162K
|
7
|
3.44%
|
Reduced
|
|
|
2661
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$39.6M
|
-$347K
|
7
|
8.13%
|
Reduced
|
|
|
2662
|
Z3 Capital Partners
Richmond,
Virginia
|
$39.6M
|
+$2.57M
|
7
|
8.31%
|
Increased
|
|
|
2663
|
Gray Foundation
Cohoes,
New York
|
$39.6M
|
$0
|
1
|
8.72%
|
Maintained
|
|
|
2664
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$39.6M
|
+$81.6K
|
6
|
6%
|
Increased
|
|
|
2665
|
Ravenswood Partners
Mclean,
Virginia
|
$39.5M
|
+$6.83M
|
4
|
12.64%
|
Increased
|
|
|
2666
|
Waddell & Associates
Memphis,
Tennessee
|
$39.5M
|
+$5.49M
|
16
|
1.95%
|
Increased
|
|
|
2667
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$39.5M
|
+$861K
|
18
|
4.39%
|
Increased
|
|
|
2668
|
High Note Wealth
Deephaven,
Minnesota
|
$39.5M
|
+$169K
|
17
|
6.73%
|
Increased
|
|
|
2669
|
Ellsworth Advisors
Hudson,
Ohio
|
$39.4M
|
+$10.1M
|
7
|
6.48%
|
Increased
|
|
|
2670
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$39.4M
|
-$749K
|
10
|
10.77%
|
Reduced
|
|
|
2671
|
Unison Asset Management
North Miami Beach,
Florida
|
$39.4M
|
-$1.07M
|
4
|
15.99%
|
Reduced
|
|
|
2672
|
Tyche Wealth Partners
Plano,
Texas
|
$39.3M
|
-$483K
|
7
|
5.52%
|
Reduced
|
|
|
2673
|
Barrier Capital Management
San Francisco,
California
|
$39.3M
|
+$11.8M
|
4
|
28.71%
|
Increased
|
|
|
2674
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$39.2M
|
-$203K
|
7
|
7.25%
|
Reduced
|
|
|
2675
|
Ceeto Capital Group
Coral Gables,
Florida
|
$39.1M
|
+$611K
|
7
|
10.58%
|
Increased
|
|