|
301
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$12.7M
|
+$262K
|
+5,365
|
+2%
|
|
|
302
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$12.6M
|
+$176K
|
+3,603
|
+1%
|
|
|
303
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$12.6M
|
+$859K
|
+17,582
|
+7%
|
|
|
304
|
Relative Value Partners Group
|
$12.6M
|
+$812K
|
+16,629
|
+7%
|
|
|
305
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$12.5M
|
+$348K
|
+7,133
|
+3%
|
|
|
306
|
Condor Capital Management
Martinsville,
New Jersey
|
$12.5M
|
+$189K
|
+3,876
|
+2%
|
|
|
307
|
Alaska Permanent Fund
Juneau,
Alaska
|
$12.4M
|
+$12.3M
|
+251,000
|
New
|
|
|
308
|
Kestra Private Wealth Services
Austin,
Texas
|
$12.4M
|
+$1.06M
|
+21,630
|
+9%
|
|
|
309
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$12.3M
|
-$1.1M
|
-22,450
|
-8%
|
|
|
310
|
Allworth Financial
Folsom,
California
|
$12.3M
|
-$61.2K
|
-1,254
|
-0.5%
|
|
|
311
|
Lazard Asset Management
New York
|
$12.3M
|
+$2.46M
|
+50,400
|
+25%
|
|
|
312
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$12.1M
|
+$103K
|
+2,119
|
+0.9%
|
|
|
313
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$12.1M
|
-$198K
|
-4,058
|
-2%
|
|
|
314
|
Fidelity International
Hamilton,
Bermuda
|
$12M
|
-$1.08M
|
-22,141
|
-8%
|
|
|
315
|
Frontier Asset Management
Sheridan,
Wyoming
|
$11.8M
|
-$15.1K
|
-309
|
-0.1%
|
|
|
316
|
Compton Financial Group
Towson,
Maryland
|
$11.8M
|
+$472K
|
+9,660
|
+4%
|
|
|
317
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$11.8M
|
-$1.62M
|
-33,134
|
-12%
|
|
|
318
|
Regis Acquisition
Denver,
Colorado
|
$11.8M
|
+$1.75M
|
+35,843
|
+18%
|
|
|
319
|
Affinity Capital Advisors
Berkeley,
California
|
$11.5M
|
+$382K
|
+7,829
|
+3%
|
|
|
320
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$11.5M
|
+$2.44M
|
+49,928
|
+27%
|
|
|
321
|
1900 Wealth Management
San Antonio,
Texas
|
$11.3M
|
+$1.05M
|
+21,519
|
+10%
|
|
|
322
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$11.1M
|
-$288K
|
-5,906
|
-3%
|
|
|
323
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$11.1M
|
-$381K
|
-7,808
|
-3%
|
|
|
324
|
Connable Office Inc
Kalamazoo,
Michigan
|
$11M
|
+$6.84K
|
+140
|
+0.1%
|
|
|
325
|
Appleton Partners
Boston,
Massachusetts
|
$11M
|
+$814K
|
+16,668
|
+8%
|
|
