|
326
|
Global Retirement Partners
San Rafael,
California
|
$1.78M
|
+$1.84M
|
+36,215
|
New
|
|
|
327
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.76M
|
-$1.58M
|
-31,043
|
-47%
|
|
|
328
|
MayTech Global Investments
New York
|
$1.76M
|
–
|
–
|
–
|
|
|
329
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.76M
|
+$1.5M
|
+29,568
|
+546%
|
|
|
330
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$1.76M
|
+$319K
|
+6,279
|
+22%
|
|
|
331
|
Alera Investment Advisors
Deerfield,
Illinois
|
$1.74M
|
+$680K
|
+13,378
|
+63%
|
|
|
332
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.73M
|
+$314K
|
+6,181
|
+22%
|
|
|
333
|
Private Capital Group
West Hartford,
Connecticut
|
$1.69M
|
-$30.1K
|
-593
|
-2%
|
|
|
334
|
Angeles Wealth Management
Santa Monica,
California
|
$1.66M
|
+$1.68M
|
+33,094
|
New
|
|
|
335
|
United Capital Financial Advisors
Irving,
Texas
|
$1.65M
|
-$341K
|
-6,710
|
-17%
|
|
|
336
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.63M
|
-$171K
|
-3,354
|
-9%
|
|
|
337
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.61M
|
-$26.8K
|
-527
|
-2%
|
|
|
338
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.6M
|
-$7.31M
|
-143,758
|
-82%
|
|
|
339
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$1.6M
|
-$179K
|
-3,516
|
-10%
|
|
|
340
|
Neumann Capital Management
Foster City,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
341
|
American Portfolios Advisors
Holbrook,
New York
|
$1.56M
|
+$94.7K
|
+1,862
|
+6%
|
|
|
342
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.56M
|
+$55.3K
|
+1,088
|
+4%
|
|
|
343
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.54M
|
+$238K
|
+4,687
|
+18%
|
|
|
344
|
Strategic Asset Management
Rochester,
Minnesota
|
$1.52M
|
+$9.81K
|
+193
|
+0.6%
|
|
|
345
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.52M
|
-$126K
|
-2,469
|
-8%
|
|
|
346
|
Franklin Resources
San Mateo,
California
|
$1.46M
|
+$57.2K
|
+1,126
|
+4%
|
|
|
347
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1.46M
|
-$3.46K
|
-68
|
-0.2%
|
|
|
348
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.45M
|
+$627K
|
+12,335
|
+75%
|
|
|
349
|
Unison Advisors
Washington,
District of Columbia
|
$1.44M
|
-$274K
|
-5,381
|
-16%
|
|
|
350
|
Western Wealth Management
Golden,
Colorado
|
$1.43M
|
+$101K
|
+1,983
|
+7%
|
|
