|
426
|
Bailard
Foster City,
California
|
$3.76M
|
+$627K
|
+12,475
|
+20%
|
|
|
427
|
TRB Wealth Management
Houston,
Texas
|
$3.73M
|
+$488K
|
+9,721
|
+15%
|
|
|
428
|
United Advisor Group
Cincinnati,
Ohio
|
$3.71M
|
+$1.04M
|
+20,631
|
+39%
|
|
|
429
|
William Blair & Company
Chicago,
Illinois
|
$3.7M
|
-$49K
|
-975
|
-1%
|
|
|
430
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.69M
|
-$354K
|
-7,045
|
-9%
|
|
|
431
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3.63M
|
-$233K
|
-4,646
|
-6%
|
|
|
432
|
Sellwood Investment Partners
Portland,
Oregon
|
$3.63M
|
+$251K
|
+5,003
|
+7%
|
|
|
433
|
Fulton Bank
Lancaster,
Pennsylvania
|
$3.6M
|
-$5.33K
|
-106
|
-0.1%
|
|
|
434
|
Brewster Financial Planning
Brooklyn,
New York
|
$3.6M
|
+$447K
|
+8,894
|
+14%
|
|
|
435
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$3.57M
|
-$111K
|
-2,200
|
-3%
|
|
|
436
|
William Mack & Associates
Troy,
Michigan
|
$3.55M
|
+$123K
|
+2,446
|
+4%
|
|
|
437
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.55M
|
-$677K
|
-13,475
|
-16%
|
|
|
438
|
Conquis Financial
Milbrae,
California
|
$3.53M
|
+$525K
|
+10,440
|
+18%
|
|
|
439
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$3.52M
|
+$1.77M
|
+35,280
|
+103%
|
|
|
440
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$3.5M
|
+$184K
|
+3,671
|
+6%
|
|
|
441
|
Midwestern Financial
Iowa City,
Iowa
|
$3.5M
|
+$710K
|
+14,125
|
+26%
|
|
|
442
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.49M
|
+$451K
|
+8,966
|
+15%
|
|
|
443
|
Elmwood Wealth Management
Berkeley,
California
|
$3.48M
|
+$87.4K
|
+1,740
|
+3%
|
|
|
444
|
Rockbridge Investment Management
Syracuse,
New York
|
$3.47M
|
+$3.87K
|
+77
|
+0.1%
|
|
|
445
|
SNS Financial Group
Minneapolis,
Minnesota
|
$3.46M
|
+$3.43M
|
+68,328
|
New
|
|
|
446
|
McNaughton Wealth Management
San Diego,
California
|
$3.43M
|
+$410K
|
+8,158
|
+14%
|
|
|
447
|
Manhattan West Asset Management
Los Angeles,
California
|
$3.39M
|
+$2.64M
|
+52,556
|
+361%
|
|
|
448
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$3.39M
|
+$178K
|
+3,540
|
+6%
|
|
|
449
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$3.36M
|
+$80.6K
|
+1,603
|
+2%
|
|
|
450
|
Joel Isaacson & Co
New York
|
$3.36M
|
-$2.41K
|
-48
|
-0.1%
|
|
