|
226
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.78M
|
–
|
–
|
–
|
|
|
227
|
Bank of America
Charlotte,
North Carolina
|
$1.77M
|
-$65.6K
|
-1,657
|
-4%
|
|
|
228
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.74M
|
-$62.5K
|
-1,579
|
-3%
|
|
|
229
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.7M
|
+$63.6K
|
+1,607
|
+4%
|
|
|
230
|
William Blair & Company
Chicago,
Illinois
|
$1.69M
|
+$6.57K
|
+166
|
+0.4%
|
|
|
231
|
Tarbox Family Office
Newport Beach,
California
|
$1.66M
|
+$435
|
+11
|
+0%
|
|
|
232
|
Cordant Inc
Portland,
Oregon
|
$1.64M
|
-$142K
|
-3,587
|
-8%
|
|
|
233
|
Global Retirement Partners
San Rafael,
California
|
$1.61M
|
-$37.3K
|
-943
|
-2%
|
|
|
234
|
Curi RMB Capital
Chicago,
Illinois
|
$1.6M
|
+$2.73K
|
+69
|
+0.2%
|
|
|
235
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.59M
|
-$35.9K
|
-907
|
-2%
|
|
|
236
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.55M
|
–
|
–
|
–
|
|
|
237
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.5M
|
+$101K
|
+2,559
|
+7%
|
|
|
238
|
Family CFO
Los Altos,
California
|
$1.5M
|
-$2.41K
|
-61
|
-0.2%
|
|
|
239
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.47M
|
-$18.2K
|
-461
|
-1%
|
|
|
240
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.45M
|
-$91.6K
|
-2,315
|
-6%
|
|
|
241
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.44M
|
+$6.53K
|
+165
|
+0.5%
|
|
|
242
|
Farmers National Bank
Danville,
Kentucky
|
$1.43M
|
-$61.2K
|
-1,547
|
-4%
|
|
|
243
|
Comerica Bank
Dallas,
Texas
|
$1.43M
|
-$4.95K
|
-125
|
-0.3%
|
|
|
244
|
Fidelity Investments
Boston,
Massachusetts
|
$1.42M
|
-$20K
|
-506
|
-1%
|
|
|
245
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.4M
|
+$72.5K
|
+1,832
|
+6%
|
|
|
246
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.39M
|
+$699K
|
+17,664
|
+100%
|
|
|
247
|
Marcum Wealth
Cleveland,
Ohio
|
$1.38M
|
+$5.42K
|
+137
|
+0.4%
|
|
|
248
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.37M
|
–
|
–
|
–
|
|
|
249
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.37M
|
-$83.6K
|
-2,114
|
-6%
|
|
|
250
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.36M
|
-$116K
|
-2,922
|
-8%
|
|
