|
251
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$389K
|
+$373K
|
+15,537
|
New
|
|
|
252
|
Colony Family Offices
Charlotte,
North Carolina
|
$388K
|
+$20.5K
|
+855
|
+6%
|
|
|
253
|
Private Trust Company
Cleveland,
Ohio
|
$382K
|
+$366K
|
+15,258
|
New
|
|
|
254
|
Soundmark Wealth Management
Kirkland,
Washington
|
$380K
|
-$252K
|
-10,500
|
-41%
|
|
|
255
|
Farther Finance Advisors
San Francisco,
California
|
$370K
|
+$355K
|
+14,791
|
New
|
|
|
256
|
Tilson Financial Group
New Providence,
New Jersey
|
$360K
|
+$345K
|
+14,373
|
New
|
|
|
257
|
BOS Asset Management
Springfield,
Illinois
|
$359K
|
+$344K
|
+14,336
|
New
|
|
|
258
|
Integrated Advisors Network
Dallas,
Texas
|
$352K
|
-$73.9K
|
-3,079
|
-18%
|
|
|
259
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$339K
|
-$27.2K
|
-1,135
|
-8%
|
|
|
260
|
Concord Wealth Partners
Abingdon,
Virginia
|
$338K
|
-$564K
|
-23,494
|
-64%
|
|
|
261
|
City State Bank
Norwalk,
Iowa
|
$337K
|
-$581K
|
-24,220
|
-64%
|
|
|
262
|
Evermay Wealth Management
Arlington,
Virginia
|
$327K
|
+$240K
|
+10,002
|
+325%
|
|
|
263
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$325K
|
+$311K
|
+12,961
|
New
|
|
|
264
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$310K
|
+$297K
|
+12,363
|
New
|
|
|
265
|
Passive Capital Management
Baltimore,
Maryland
|
$307K
|
+$294K
|
+12,253
|
New
|
|
|
266
|
Barrett & Company
Providence,
Rhode Island
|
$294K
|
–
|
–
|
–
|
|
|
267
|
Cypress Wealth Services
Palm Desert,
California
|
$291K
|
+$279K
|
+11,635
|
New
|
|
|
268
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$289K
|
+$277K
|
+11,544
|
New
|
|
|
269
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$283K
|
+$170K
|
+7,073
|
New
|
|
|
270
|
Tillman Hartley LLC
Denver,
Colorado
|
$264K
|
+$253K
|
+10,543
|
New
|
|
|
271
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$261K
|
-$43.2K
|
-1,799
|
-15%
|
|
|
272
|
Wealthfront Advisers
Palo Alto,
California
|
$260K
|
+$250K
|
+10,402
|
New
|
|
|
273
|
RS Crum Inc
Newport Beach,
California
|
$259K
|
-$62K
|
-2,581
|
-20%
|
|
|
274
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$253K
|
+$242K
|
+10,093
|
New
|
|
|
275
|
Karpas Strategies
Litchfield,
Connecticut
|
$248K
|
-$33.6K
|
-1,398
|
-12%
|
|
