|
226
|
Basso Capital Management
Stamford,
Connecticut
|
$1.81M
|
–
|
–
|
–
|
|
|
227
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.79M
|
-$23.9K
|
-693
|
-1%
|
|
|
228
|
25 LLC
St. Louis,
Missouri
|
$1.78M
|
+$38.7K
|
+1,123
|
+2%
|
|
|
229
|
Brown Advisory
Baltimore,
Maryland
|
$1.78M
|
-$69.4K
|
-2,016
|
-4%
|
|
|
230
|
Bank of America
Charlotte,
North Carolina
|
$1.76M
|
-$315K
|
-9,145
|
-16%
|
|
|
231
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.72M
|
–
|
–
|
–
|
|
|
232
|
Running Point Capital Advisors
El Segundo,
California
|
$1.69M
|
+$2.38K
|
+69
|
+0.2%
|
|
|
233
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.63M
|
-$8.16K
|
-237
|
-0.5%
|
|
|
234
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.63M
|
-$30.6K
|
-888
|
-2%
|
|
|
235
|
William Blair & Company
Chicago,
Illinois
|
$1.59M
|
+$35.7K
|
+1,038
|
+2%
|
|
|
236
|
Tarbox Family Office
Newport Beach,
California
|
$1.57M
|
+$310
|
+9
|
+0%
|
|
|
237
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.53M
|
+$1.55M
|
+44,929
|
New
|
|
|
238
|
Weinberger Asset Management
Los Angeles,
California
|
$1.51M
|
+$108K
|
+3,126
|
+8%
|
|
|
239
|
Farmers National Bank
Danville,
Kentucky
|
$1.5M
|
-$284K
|
-8,248
|
-17%
|
|
|
240
|
Global Retirement Partners
San Rafael,
California
|
$1.49M
|
+$207
|
+6
|
+0%
|
|
|
241
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.47M
|
–
|
–
|
–
|
|
|
242
|
Family CFO
Los Altos,
California
|
$1.42M
|
+$302K
|
+8,776
|
+30%
|
|
|
243
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.39M
|
-$49.9K
|
-1,450
|
-4%
|
|
|
244
|
Fidelity Investments
Boston,
Massachusetts
|
$1.37M
|
-$19K
|
-551
|
-1%
|
|
|
245
|
Comerica Bank
Dallas,
Texas
|
$1.36M
|
+$1.03M
|
+29,787
|
+443%
|
|
|
246
|
RAM Investment Partners
Bellevue,
Washington
|
$1.35M
|
-$215K
|
-6,255
|
-15%
|
|
|
247
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.34M
|
-$52.7K
|
-1,531
|
-4%
|
|
|
248
|
AE Wealth Management
Topeka,
Kansas
|
$1.31M
|
+$646K
|
+18,777
|
+116%
|
|
|
249
|
Marcum Wealth
Cleveland,
Ohio
|
$1.3M
|
+$4.03K
|
+117
|
+0.3%
|
|
|
250
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.29M
|
-$10.3K
|
-299
|
-0.9%
|
|
