|
226
|
Running Point Capital Advisors
El Segundo,
California
|
$1.86M
|
–
|
–
|
–
|
|
|
227
|
Cordant Inc
Portland,
Oregon
|
$1.85M
|
-$135K
|
-3,546
|
-7%
|
|
|
228
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.78M
|
-$669K
|
-17,526
|
-29%
|
|
|
229
|
Valued Wealth Advisors
Holladay,
Utah
|
$1.77M
|
-$64.7K
|
-1,695
|
-4%
|
|
|
230
|
William Blair & Company
Chicago,
Illinois
|
$1.75M
|
+$2.06K
|
+54
|
+0.1%
|
|
|
231
|
Tarbox Family Office
Newport Beach,
California
|
$1.73M
|
+$306
|
+8
|
+0%
|
|
|
232
|
Global Retirement Partners
San Rafael,
California
|
$1.71M
|
+$36.5K
|
+955
|
+2%
|
|
|
233
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.7M
|
+$928K
|
+24,296
|
+140%
|
|
|
234
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.7M
|
-$24.1M
|
-631,511
|
-94%
|
|
|
235
|
Curi RMB Capital
Chicago,
Illinois
|
$1.66M
|
+$579K
|
+15,155
|
+60%
|
|
|
236
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.61M
|
–
|
–
|
–
|
|
|
237
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.61M
|
+$624K
|
+16,348
|
+71%
|
|
|
238
|
Family CFO
Los Altos,
California
|
$1.56M
|
+$8.79K
|
+230
|
+0.6%
|
|
|
239
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.55M
|
+$498K
|
+13,043
|
+52%
|
|
|
240
|
Farmers National Bank
Danville,
Kentucky
|
$1.55M
|
-$94.6K
|
-2,477
|
-6%
|
|
|
241
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.53M
|
–
|
–
|
–
|
|
|
242
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.51M
|
-$259K
|
-6,784
|
-16%
|
|
|
243
|
Fidelity Investments
Boston,
Massachusetts
|
$1.5M
|
-$3.78K
|
-99
|
-0.3%
|
|
|
244
|
Comerica Bank
Dallas,
Texas
|
$1.49M
|
-$1.07K
|
-28
|
-0.1%
|
|
|
245
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.49M
|
-$1.38M
|
-36,185
|
-50%
|
|
|
246
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.46M
|
+$54.1K
|
+1,417
|
+4%
|
|
|
247
|
Marcum Wealth
Cleveland,
Ohio
|
$1.43M
|
+$4.2K
|
+110
|
+0.3%
|
|
|
248
|
Private Advisor Group
Morristown,
New Jersey
|
$1.41M
|
-$6.38K
|
-167
|
-0.5%
|
|
|
249
|
RAM Investment Partners
Bellevue,
Washington
|
$1.4M
|
-$76.7K
|
-2,009
|
-6%
|
|
|
250
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.4M
|
-$19.7K
|
-517
|
-1%
|
|
