|
376
|
Tiemann Investment Advisors
Menlo Park,
California
|
$14.7M
|
+$520K
|
+5,388
|
+4%
|
|
|
377
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$14.6M
|
+$8.84M
|
+91,572
|
+156%
|
|
|
378
|
Prospera Financial Services
Dallas,
Texas
|
$14.4M
|
+$261K
|
+2,704
|
+2%
|
|
|
379
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$14.3M
|
-$502K
|
-5,198
|
-3%
|
|
|
380
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$14.3M
|
+$1.04M
|
+10,820
|
+8%
|
|
|
381
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$14.2M
|
+$629K
|
+6,521
|
+5%
|
|
|
382
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$14.2M
|
+$6.08K
|
+63
|
+0%
|
|
|
383
|
SYM Financial Corp
Winona Lake,
Indiana
|
$13.9M
|
-$7.14M
|
-73,932
|
-34%
|
|
|
384
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.9M
|
-$900K
|
-9,328
|
-6%
|
|
|
385
|
Webster Bank
Waterbury,
Connecticut
|
$13.8M
|
+$63.5K
|
+658
|
+0.5%
|
|
|
386
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$13.7M
|
+$417K
|
+4,322
|
+3%
|
|
|
387
|
Alpha Financial Partners
Lexington,
Kentucky
|
$13.6M
|
+$1.17M
|
+12,150
|
+10%
|
|
|
388
|
9258 Wealth Management
Blue Ash,
Ohio
|
$13.5M
|
-$1.45M
|
-15,052
|
-10%
|
|
|
389
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$13.5M
|
+$13.4M
|
+138,872
|
New
|
|
|
390
|
Permanent Capital Management
Chicago,
Illinois
|
$13.5M
|
+$13.1M
|
+135,958
|
New
|
|
|
391
|
Waverly Advisors
Birmingham,
Alabama
|
$13.5M
|
+$7.07M
|
+73,199
|
+112%
|
|
|
392
|
New Capital Management
Houston,
Texas
|
$13.4M
|
-$3.93M
|
-40,722
|
-23%
|
|
|
393
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$13.1M
|
+$21.4K
|
+222
|
+0.2%
|
|
|
394
|
Sunesis Advisors
Overland Park,
Kansas
|
$12.8M
|
+$422K
|
+4,375
|
+3%
|
|
|
395
|
Easterly Investment Partners
Beverly,
Massachusetts
|
$12.8M
|
–
|
–
|
–
|
|
|
396
|
Canton Hathaway
Providence,
Rhode Island
|
$12.7M
|
–
|
–
|
–
|
|
|
397
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$12.7M
|
-$2.76M
|
-28,643
|
-18%
|
|
|
398
|
Oppenheimer Asset Management
New York
|
$12.7M
|
+$2.11M
|
+21,887
|
+20%
|
|
|
399
|
Providence First Trust
Scottsdale,
Arizona
|
$12.6M
|
-$199K
|
-2,064
|
-2%
|
|
|
400
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$12.5M
|
+$201K
|
+2,087
|
+2%
|
|
