|
401
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$14.8M
|
+$1.49M
|
+7,496
|
+10%
|
|
|
402
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$14.7M
|
+$16.4M
|
+82,151
|
New
|
|
|
403
|
EP Wealth Advisors
Torrance,
California
|
$14.7M
|
-$1.02M
|
-5,094
|
-6%
|
|
|
404
|
Cozad Asset Management
Champaign,
Illinois
|
$14.6M
|
+$355K
|
+1,780
|
+2%
|
|
|
405
|
Latigo Investments
Fort Lauderdale,
Florida
|
$14.5M
|
–
|
–
|
–
|
|
|
406
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.5M
|
-$884K
|
-4,433
|
-5%
|
|
|
407
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.5M
|
+$3.22M
|
+16,180
|
+25%
|
|
|
408
|
BFSG LLC
Irvine,
California
|
$14.4M
|
+$87.1K
|
+437
|
+0.5%
|
|
|
409
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$14.3M
|
+$491K
|
+2,462
|
+3%
|
|
|
410
|
Northwest Wealth Management
Spencer,
Iowa
|
$14.3M
|
-$45.2K
|
-227
|
-0.3%
|
|
|
411
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$14.3M
|
+$13.4M
|
+67,323
|
+549%
|
|
|
412
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$14.2M
|
-$61.8K
|
-310
|
-0.4%
|
|
|
413
|
Clarity Wealth Advisors
San Jose,
California
|
$14.1M
|
+$357K
|
+1,791
|
+2%
|
|
|
414
|
Perigon Wealth Management
San Francisco,
California
|
$14.1M
|
+$528K
|
+2,650
|
+3%
|
|
|
415
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$14.1M
|
-$3.23M
|
-16,205
|
-17%
|
|
|
416
|
Rockbridge Investment Management
Syracuse,
New York
|
$14M
|
-$569K
|
-2,855
|
-4%
|
|
|
417
|
Financial Advocates Investment Management
Olympia,
Washington
|
$13.8M
|
-$2.08M
|
-10,423
|
-12%
|
|
|
418
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$13.8M
|
+$566K
|
+2,842
|
+4%
|
|
|
419
|
Ashford Capital Management
Wilmington,
Delaware
|
$13.8M
|
+$133K
|
+666
|
+0.9%
|
|
|
420
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$13.8M
|
-$1.07M
|
-5,362
|
-7%
|
|
|
421
|
William Blair & Company
Chicago,
Illinois
|
$13.6M
|
-$576K
|
-2,888
|
-4%
|
|
|
422
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$13.5M
|
+$2.09M
|
+10,465
|
+16%
|
|
|
423
|
Washburn Capital Management
Vero Beach,
Florida
|
$13.3M
|
-$427K
|
-2,141
|
-3%
|
|
|
424
|
Frank Rimerman Advisors
Palo Alto,
California
|
$13.3M
|
+$7.57M
|
+38,000
|
+106%
|
|
|
425
|
Asset Management Resources
Hyannis,
Massachusetts
|
$13.2M
|
-$917K
|
-4,600
|
-6%
|
|
