|
226
|
M Financial Asset Management
Portland,
Oregon
|
$3.98M
|
-$293K
|
-4,383
|
-7%
|
|
|
227
|
Forza Wealth Management
Sarasota,
Florida
|
$3.95M
|
+$809K
|
+12,103
|
+25%
|
|
|
228
|
First Western Trust Bank
Denver,
Colorado
|
$3.95M
|
+$28.7K
|
+429
|
+0.7%
|
|
|
229
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$3.84M
|
+$2.67K
|
+40
|
+0.1%
|
|
|
230
|
Wealthspan Partners
Davenport,
Iowa
|
$3.83M
|
+$362K
|
+5,415
|
+10%
|
|
|
231
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.82M
|
+$316K
|
+4,724
|
+8%
|
|
|
232
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$3.79M
|
-$25.9K
|
-388
|
-0.7%
|
|
|
233
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.76M
|
+$45.8K
|
+685
|
+1%
|
|
|
234
|
IronBridge Private Wealth
Austin,
Texas
|
$3.71M
|
-$108K
|
-1,615
|
-3%
|
|
|
235
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$3.7M
|
+$158K
|
+2,356
|
+4%
|
|
|
236
|
Cascade Financial Partners
San Diego,
California
|
$3.7M
|
+$109K
|
+1,624
|
+3%
|
|
|
237
|
Webster Bank
Waterbury,
Connecticut
|
$3.68M
|
+$3.78M
|
+56,574
|
New
|
|
|
238
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.62M
|
+$256K
|
+3,835
|
+7%
|
|
|
239
|
Investment Advisory Group
Hanover,
Massachusetts
|
$3.52M
|
+$8.29K
|
+124
|
+0.2%
|
|
|
240
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$3.49M
|
+$128K
|
+1,911
|
+4%
|
|
|
241
|
Harper Investing
Santa Clara,
California
|
$3.48M
|
-$383K
|
-5,722
|
-10%
|
|
|
242
|
Bank of New York Mellon
New York
|
$3.44M
|
+$75.8K
|
+1,133
|
+2%
|
|
|
243
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.44M
|
–
|
–
|
–
|
|
|
244
|
TAGStone Capital
Charlotte,
North Carolina
|
$3.43M
|
-$13.8K
|
-207
|
-0.4%
|
|
|
245
|
Grunden Financial Advisory
Denton,
Texas
|
$3.38M
|
+$15K
|
+224
|
+0.4%
|
|
|
246
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$3.35M
|
+$1.27K
|
+19
|
+0%
|
|
|
247
|
Blue Trust Inc
Alpharetta,
Georgia
|
$3.33M
|
+$1.39M
|
+20,776
|
+69%
|
|
|
248
|
M Wealth Management LLC
San Diego,
California
|
$3.29M
|
+$3.38M
|
+50,530
|
New
|
|
|
249
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$3.28M
|
-$85.7K
|
-1,281
|
-2%
|
|
|
250
|
Sandy Spring Bank
Olney,
Maryland
|
$3.26M
|
+$198K
|
+2,956
|
+6%
|
|
