|
326
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$13.9M
|
-$21.1K
|
-213
|
-0.2%
|
|
|
327
|
Arete Wealth Advisors
Chicago,
Illinois
|
$13.8M
|
+$696K
|
+7,040
|
+5%
|
|
|
328
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$13.8M
|
+$2.78M
|
+28,148
|
+26%
|
|
|
329
|
Citizens Financial Group
Providence,
Rhode Island
|
$13.7M
|
-$847K
|
-8,572
|
-6%
|
|
|
330
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$13.7M
|
+$451K
|
+4,564
|
+3%
|
|
|
331
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$13.7M
|
+$3.17M
|
+32,123
|
+31%
|
|
|
332
|
Resource Planning Group
Atlanta,
Georgia
|
$13.7M
|
-$1.21M
|
-12,287
|
-8%
|
|
|
333
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$13.6M
|
-$929K
|
-9,400
|
-6%
|
|
|
334
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$13.5M
|
-$1.99M
|
-20,170
|
-13%
|
|
|
335
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$13.4M
|
-$191K
|
-1,935
|
-1%
|
|
|
336
|
Fairview Capital Investment Management
Greenbrae,
California
|
$13.4M
|
+$1.82M
|
+18,420
|
+16%
|
|
|
337
|
Regimen Wealth
Atlanta,
Georgia
|
$13.4M
|
+$11.9M
|
+120,104
|
+2,495%
|
|
|
338
|
LPWM LLC
Minneapolis,
Minnesota
|
$13.3M
|
+$2.56M
|
+25,925
|
+24%
|
|
|
339
|
9258 Wealth Management
Blue Ash,
Ohio
|
$13.1M
|
+$761K
|
+7,699
|
+6%
|
|
|
340
|
TCP Asset Management
Columbus,
Ohio
|
$13.1M
|
+$2.61M
|
+26,375
|
+25%
|
|
|
341
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$13.1M
|
+$1.75M
|
+17,677
|
+16%
|
|
|
342
|
Canton Hathaway
Providence,
Rhode Island
|
$13.1M
|
–
|
–
|
–
|
|
|
343
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$13M
|
+$36.7K
|
+371
|
+0.3%
|
|
|
344
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$13M
|
+$2.69M
|
+27,187
|
+26%
|
|
|
345
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$12.9M
|
+$1.25M
|
+12,615
|
+11%
|
|
|
346
|
Madison Wealth Partners
Madison,
Wisconsin
|
$12.8M
|
+$10.7M
|
+107,897
|
+513%
|
|
|
347
|
William Blair & Company
Chicago,
Illinois
|
$12.7M
|
-$2.13M
|
-21,554
|
-14%
|
|
|
348
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$12.6M
|
–
|
–
|
–
|
|
|
349
|
Tiemann Investment Advisors
Menlo Park,
California
|
$12.6M
|
+$265K
|
+2,684
|
+2%
|
|
|
350
|
Bowman & Company
Oshkosh,
Wisconsin
|
$12.5M
|
-$25K
|
-253
|
-0.2%
|
|
