|
226
|
Cedar Wealth Management
Walnut Creek,
California
|
$7.92M
|
–
|
–
|
–
|
|
|
227
|
Capital Group Private Client Services
Los Angeles,
California
|
$7.84M
|
+$8.17M
|
+299,404
|
New
|
|
|
228
|
Pathstone Family Office
Englewood,
New Jersey
|
$7.82M
|
-$362K
|
-13,261
|
-4%
|
|
|
229
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$7.72M
|
-$155K
|
-5,671
|
-2%
|
|
|
230
|
RF&L Wealth Management
Acton,
Massachusetts
|
$7.66M
|
+$123K
|
+4,511
|
+2%
|
|
|
231
|
1900 Wealth Management
San Antonio,
Texas
|
$7.47M
|
-$308K
|
-11,274
|
-4%
|
|
|
232
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$7.4M
|
+$241K
|
+8,816
|
+3%
|
|
|
233
|
Aspiriant LLC
Los Angeles,
California
|
$7.39M
|
+$328
|
+12
|
+0%
|
|
|
234
|
NWAM LLC
Mercer Island,
Washington
|
$7.25M
|
+$3.38M
|
+123,732
|
+81%
|
|
|
235
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$7.24M
|
–
|
–
|
–
|
|
|
236
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$7.17M
|
+$86.4K
|
+3,164
|
+1%
|
|
|
237
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$7.04M
|
-$7.62K
|
-279
|
-0.1%
|
|
|
238
|
Retirement Solution
Redmond,
Washington
|
$7.04M
|
+$3.97M
|
+145,594
|
+118%
|
|
|
239
|
Rockefeller Capital Management
New York
|
$6.96M
|
+$5.31M
|
+194,674
|
+274%
|
|
|
240
|
Fort Point Capital Partners
San Francisco,
California
|
$6.75M
|
–
|
–
|
–
|
|
|
241
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$6.73M
|
+$954K
|
+34,942
|
+16%
|
|
|
242
|
Copperleaf Capital
Raleigh,
North Carolina
|
$6.71M
|
+$1.85M
|
+67,749
|
+36%
|
|
|
243
|
McLean Asset Management
Tysons,
Virginia
|
$6.6M
|
-$61.4K
|
-2,251
|
-0.9%
|
|
|
244
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$6.47M
|
+$2.21M
|
+80,902
|
+49%
|
|
|
245
|
CGN Advisors
Manhattan,
Kansas
|
$6.4M
|
+$180K
|
+6,609
|
+3%
|
|
|
246
|
Investmark Advisory Group
Shelton,
Connecticut
|
$6.2M
|
+$66K
|
+2,418
|
+1%
|
|
|
247
|
|
$6.18M
|
+$389K
|
+14,241
|
+6%
|
|
|
248
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.16M
|
-$1.67M
|
-61,269
|
-21%
|
|
|
249
|
Hutchinson Capital Management
San Rafael,
California
|
$5.89M
|
–
|
–
|
–
|
|
|
250
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$5.81M
|
-$119K
|
-4,375
|
-2%
|
|
