|
226
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$3.72M
|
-$346K
|
-5,387
|
-8%
|
|
|
227
|
CPA Asset Management
West Palm Beach,
Florida
|
$3.71M
|
-$85.8K
|
-1,334
|
-2%
|
|
|
228
|
Wealthspan Partners
Davenport,
Iowa
|
$3.69M
|
+$183K
|
+2,851
|
+5%
|
|
|
229
|
CLG LLC
Long Beach,
California
|
$3.69M
|
-$307K
|
-4,770
|
-7%
|
|
|
230
|
Forza Wealth Management
Sarasota,
Florida
|
$3.68M
|
+$52K
|
+809
|
+1%
|
|
|
231
|
First Western Trust Bank
Denver,
Colorado
|
$3.57M
|
-$63.7K
|
-991
|
-2%
|
|
|
232
|
Cascade Financial Partners
San Diego,
California
|
$3.54M
|
+$153K
|
+2,385
|
+4%
|
|
|
233
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$3.53M
|
+$2.12K
|
+33
|
+0.1%
|
|
|
234
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3.48M
|
-$728K
|
-11,317
|
-19%
|
|
|
235
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.48M
|
-$237K
|
-3,682
|
-6%
|
|
|
236
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$3.48M
|
+$322
|
+5
|
+0%
|
|
|
237
|
Apella Capital
West Hartford,
Connecticut
|
$3.46M
|
-$274K
|
-4,257
|
-7%
|
|
|
238
|
SC&H Financial Advisors
Sparks,
Maryland
|
$3.42M
|
+$111K
|
+1,731
|
+3%
|
|
|
239
|
Grunden Financial Advisory
Denton,
Texas
|
$3.4M
|
+$313K
|
+4,869
|
+9%
|
|
|
240
|
Bank of New York Mellon
New York
|
$3.37M
|
+$218K
|
+3,395
|
+6%
|
|
|
241
|
TME Financial
Huntington Beach,
California
|
$3.34M
|
+$3.59M
|
+55,894
|
New
|
|
|
242
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$3.33M
|
+$135K
|
+2,099
|
+4%
|
|
|
243
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$3.28M
|
–
|
–
|
–
|
|
|
244
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$3.26M
|
+$196K
|
+3,052
|
+6%
|
|
|
245
|
Investment Advisory Group
Hanover,
Massachusetts
|
$3.23M
|
+$836
|
+13
|
+0%
|
|
|
246
|
PFG Advisors
Phoenix,
Arizona
|
$3.2M
|
+$294K
|
+4,574
|
+9%
|
|
|
247
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$3.16M
|
+$611K
|
+9,501
|
+22%
|
|
|
248
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$3.16M
|
–
|
–
|
–
|
|
|
249
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.05M
|
+$772K
|
+12,011
|
+31%
|
|
|
250
|
Sandy Spring Bank
Olney,
Maryland
|
$3.04M
|
+$59.6K
|
+926
|
+2%
|
|
