|
301
|
Bath Savings Trust
Bath,
Maine
|
$5.45M
|
-$85.9K
|
-1,093
|
-2%
|
|
|
302
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$5.42M
|
+$41.4K
|
+527
|
+0.8%
|
|
|
303
|
United Financial Planning Group
Hauppauge,
New York
|
$5.41M
|
+$5.4M
|
+68,659
|
New
|
|
|
304
|
Signal Tree Financial Partners
Copley,
Ohio
|
$5.28M
|
+$142K
|
+1,801
|
+3%
|
|
|
305
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$5.28M
|
-$144K
|
-1,826
|
-3%
|
|
|
306
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$5.26M
|
-$177K
|
-2,246
|
-3%
|
|
|
307
|
Rockefeller Capital Management
New York
|
$5.23M
|
+$1.1M
|
+13,991
|
+27%
|
|
|
308
|
Arrowroot Family Office
Marina Del Rey,
California
|
$5.18M
|
+$933K
|
+11,863
|
+22%
|
|
|
309
|
Bull Oak Capital
San Diego,
California
|
$5.18M
|
+$171K
|
+2,177
|
+3%
|
|
|
310
|
Slow Capital
Greenbrae,
California
|
$5.17M
|
+$592K
|
+7,535
|
+13%
|
|
|
311
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$5.09M
|
+$492K
|
+6,251
|
+11%
|
|
|
312
|
Integrity Investment Advisors
Fort Collins,
Colorado
|
$5.06M
|
+$78.5K
|
+998
|
+2%
|
|
|
313
|
Perigon Wealth Management
San Francisco,
California
|
$5.02M
|
-$1.93M
|
-24,579
|
-28%
|
|
|
314
|
Integrated Advisors Network
Dallas,
Texas
|
$5M
|
+$270K
|
+3,435
|
+6%
|
|
|
315
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$4.96M
|
+$270K
|
+3,438
|
+6%
|
|
|
316
|
Consilium Wealth Advisory
Richardson,
Texas
|
$4.96M
|
+$330K
|
+4,195
|
+7%
|
|
|
317
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$4.88M
|
-$1.06M
|
-13,527
|
-18%
|
|
|
318
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$4.88M
|
-$3.06M
|
-38,946
|
-39%
|
|
|
319
|
Fonville Wealth Management
Richmond,
Virginia
|
$4.88M
|
+$279K
|
+3,551
|
+6%
|
|
|
320
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4.86M
|
+$4.84M
|
+61,615
|
New
|
|
|
321
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4.8M
|
+$1.78M
|
+22,636
|
+59%
|
|
|
322
|
Boston Family Office
Boston,
Massachusetts
|
$4.77M
|
-$258K
|
-3,285
|
-5%
|
|
|
323
|
Cambridge Associates
Boston,
Massachusetts
|
$4.73M
|
–
|
–
|
–
|
|
|
324
|
Valpey Financial Services
Concord,
New Hampshire
|
$4.72M
|
+$201K
|
+2,551
|
+4%
|
|
|
325
|
Karpus Investment Management
Pittsford,
New York
|
$4.71M
|
-$74.7K
|
-950
|
-2%
|
|
