|
351
|
Clear Retirement Advice
San Mateo,
California
|
$4.54M
|
+$4.35M
|
+77,367
|
New
|
|
|
352
|
United Advisor Group
Cincinnati,
Ohio
|
$4.45M
|
+$172K
|
+3,069
|
+4%
|
|
|
353
|
EP Wealth Advisors
Torrance,
California
|
$4.43M
|
+$4.38M
|
+77,901
|
New
|
|
|
354
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$4.42M
|
+$4.34M
|
+77,300
|
New
|
|
|
355
|
Private Trust Company
Cleveland,
Ohio
|
$4.38M
|
+$196K
|
+3,480
|
+5%
|
|
|
356
|
Freestone Capital Holdings
Seattle,
Washington
|
$4.38M
|
+$871K
|
+15,497
|
+25%
|
|
|
357
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$4.34M
|
+$1.3M
|
+23,193
|
+44%
|
|
|
358
|
Penobscot Wealth Management
Portland,
Maine
|
$4.28M
|
+$62.5K
|
+1,112
|
+1%
|
|
|
359
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.27M
|
+$135K
|
+2,410
|
+3%
|
|
|
360
|
Advisory Services Network
Atlanta,
Georgia
|
$4.26M
|
+$2.92M
|
+51,969
|
+225%
|
|
|
361
|
Benchmark Financial
Wilmington,
Delaware
|
$4.24M
|
+$4.19M
|
+74,552
|
New
|
|
|
362
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.23M
|
-$242K
|
-4,314
|
-5%
|
|
|
363
|
American Money Management
Rancho Santa Fe,
California
|
$4.22M
|
+$77.3K
|
+1,376
|
+2%
|
|
|
364
|
Integrity Alliance
Urbandale,
Iowa
|
$4.19M
|
+$233K
|
+4,156
|
+6%
|
|
|
365
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$4.05M
|
–
|
–
|
–
|
|
|
366
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.05M
|
+$187K
|
+3,329
|
+5%
|
|
|
367
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$4.04M
|
+$4M
|
+71,158
|
New
|
|
|
368
|
Red Tortoise LLC
Atlanta,
Georgia
|
$4.01M
|
+$15.3K
|
+273
|
+0.4%
|
|
|
369
|
Copia Wealth Management
Bend,
Oregon
|
$4.01M
|
-$201K
|
-3,577
|
-5%
|
|
|
370
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$3.98M
|
+$1.55M
|
+27,626
|
+65%
|
|
|
371
|
Partners in Financial Planning
Salem,
Virginia
|
$3.97M
|
-$460K
|
-8,185
|
-10%
|
|
|
372
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$3.97M
|
-$111K
|
-1,979
|
-3%
|
|
|
373
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$3.89M
|
–
|
–
|
–
|
|
|
374
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.83M
|
+$393
|
+7
|
+0%
|
|
|
375
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.81M
|
+$142K
|
+2,521
|
+4%
|
|
