|
226
|
Peninsula Wealth
San Francisco,
California
|
$19.1M
|
+$201K
|
+3,775
|
+1%
|
|
|
227
|
Goldstein Munger & Associates
San Ramon,
California
|
$18.9M
|
+$856K
|
+16,082
|
+5%
|
|
|
228
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$18.9M
|
+$5.7M
|
+107,108
|
+42%
|
|
|
229
|
Freestone Capital Holdings
Seattle,
Washington
|
$18.8M
|
+$1.83M
|
+34,444
|
+11%
|
|
|
230
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$18.5M
|
+$47.9K
|
+900
|
+0.3%
|
|
|
231
|
Banco Santander
Madrid,
Spain
|
$18.5M
|
-$1.08M
|
-20,287
|
-5%
|
|
|
232
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$18.4M
|
+$692
|
+13
|
+0%
|
|
|
233
|
Marcum Wealth
Cleveland,
Ohio
|
$18.3M
|
+$1.18M
|
+22,167
|
+7%
|
|
|
234
|
Portland Global Advisors
Portland,
Maine
|
$18M
|
+$516K
|
+9,685
|
+3%
|
|
|
235
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$17.8M
|
+$1.47M
|
+27,683
|
+9%
|
|
|
236
|
Carlson Capital Management
Northfield,
Minnesota
|
$17.8M
|
-$605K
|
-11,365
|
-3%
|
|
|
237
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$17.7M
|
+$433K
|
+8,131
|
+2%
|
|
|
238
|
Chandler Asset Management
San Diego,
California
|
$17.7M
|
+$326K
|
+6,130
|
+2%
|
|
|
239
|
Callan Capital
La Jolla,
California
|
$17.1M
|
+$959K
|
+18,010
|
+6%
|
|
|
240
|
CIBC World Market
Toronto,
Ontario, Canada
|
$17.1M
|
+$1.07M
|
+20,055
|
+6%
|
|
|
241
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$16.9M
|
-$5.48K
|
-103
|
-0%
|
|
|
242
|
Alesco Advisors
Pittsford,
New York
|
$16.9M
|
-$557K
|
-10,469
|
-3%
|
|
|
243
|
Private Wealth Advisors (California)
Fresno,
California
|
$16.9M
|
+$3.74M
|
+70,344
|
+28%
|
|
|
244
|
Blue Edge Capital
Richmond,
Virginia
|
$16.9M
|
+$13.6K
|
+256
|
+0.1%
|
|
|
245
|
Gofen & Glossberg
Chicago,
Illinois
|
$16.5M
|
+$396K
|
+7,436
|
+2%
|
|
|
246
|
Symmetry Partners
Glastonbury,
Connecticut
|
$16.5M
|
+$3.01M
|
+56,474
|
+22%
|
|
|
247
|
Ratio Wealth Group
Denver,
Colorado
|
$16.5M
|
+$3.16M
|
+59,409
|
+23%
|
|
|
248
|
Rakuten Investment Management
Tokyo,
Japan
|
$16.4M
|
+$1.73M
|
+32,500
|
+11%
|
|
|
249
|
NEPC LLC
Boston,
Massachusetts
|
$16.4M
|
-$4.86M
|
-91,235
|
-22%
|
|
|
250
|
Axiom Financial Strategies
New Albany,
Indiana
|
$16.3M
|
+$8.74M
|
+164,230
|
+111%
|
|
