|
351
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$37.3M
|
+$29.8M
|
+101,983
|
+379%
|
|
|
352
|
RWA Wealth Partners
Newton,
Massachusetts
|
$37.3M
|
-$51.6K
|
-177
|
-0.1%
|
|
|
353
|
Independent Financial Group
San Diego,
California
|
$37.3M
|
+$890K
|
+3,049
|
+2%
|
|
|
354
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$37.3M
|
+$28.4M
|
+97,341
|
+312%
|
|
|
355
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$37.1M
|
+$18.7M
|
+64,000
|
+100%
|
|
|
356
|
REAP Financial Group
Austin,
Texas
|
$36.8M
|
-$873K
|
-2,992
|
-2%
|
|
|
357
|
Telos Capital Management
San Diego,
California
|
$36.6M
|
+$230K
|
+787
|
+0.6%
|
|
|
358
|
Clearstead Advisors
Cleveland,
Ohio
|
$36.6M
|
+$600K
|
+2,058
|
+2%
|
|
|
359
|
Principal Securities
Des Moines,
Iowa
|
$36.5M
|
+$4.12M
|
+14,120
|
+13%
|
|
|
360
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$36.4M
|
+$16.5M
|
+56,488
|
+82%
|
|
|
361
|
BCM Advisors
Lafayette,
Louisiana
|
$36.4M
|
+$657K
|
+2,251
|
+2%
|
|
|
362
|
Iconiq Capital
San Francisco,
California
|
$36.3M
|
+$1.73M
|
+5,925
|
+5%
|
|
|
363
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$36.3M
|
–
|
–
|
–
|
|
|
364
|
Diversified Trust
Memphis,
Tennessee
|
$36.1M
|
-$174K
|
-595
|
-0.5%
|
|
|
365
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$35.7M
|
+$14.6M
|
+50,096
|
+69%
|
|
|
366
|
CGN Advisors
Manhattan,
Kansas
|
$35.6M
|
+$371K
|
+1,270
|
+1%
|
|
|
367
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$35.4M
|
+$2.34M
|
+8,004
|
+7%
|
|
|
368
|
Manske Wealth Management
Houston,
Texas
|
$35.1M
|
+$35.4M
|
+121,251
|
New
|
|
|
369
|
Perigon Wealth Management
San Francisco,
California
|
$35.1M
|
+$325K
|
+1,115
|
+0.9%
|
|
|
370
|
Portfolio Strategies
Monsey,
New York
|
$35.1M
|
-$10.6M
|
-36,262
|
-23%
|
|
|
371
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$35M
|
+$203K
|
+695
|
+0.6%
|
|
|
372
|
One Degree Advisors
San Diego,
California
|
$35M
|
-$215K
|
-738
|
-0.6%
|
|
|
373
|
TownSquare Capital
Provo,
Utah
|
$34.9M
|
+$2.15M
|
+7,355
|
+6%
|
|
|
374
|
Breakwater Investment Management
Seattle,
Washington
|
$34.9M
|
+$599K
|
+2,052
|
+2%
|
|
|
375
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$34.8M
|
+$1.63M
|
+5,578
|
+5%
|
|
