|
251
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$3.59M
|
–
|
–
|
–
|
|
|
252
|
Zhang Financial
Portage,
Michigan
|
$3.45M
|
-$279K
|
-5,307
|
-8%
|
|
|
253
|
Navigate Wealth Management
Birmingham,
Alabama
|
$3.44M
|
-$33.7K
|
-642
|
-1%
|
|
|
254
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$3.42M
|
-$7.88K
|
-150
|
-0.2%
|
|
|
255
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.42M
|
-$178K
|
-3,396
|
-5%
|
|
|
256
|
Clark Asset Management
Stratham,
New Hampshire
|
$3.38M
|
+$176K
|
+3,349
|
+6%
|
|
|
257
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$3.29M
|
-$136K
|
-2,590
|
-4%
|
|
|
258
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$3.28M
|
+$27.9K
|
+531
|
+0.9%
|
|
|
259
|
Westmount Partners
Los Angeles,
California
|
$3.28M
|
-$34.5K
|
-658
|
-1%
|
|
|
260
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.23M
|
+$263
|
+5
|
+0%
|
|
|
261
|
Triumph Capital Management
Denver,
Colorado
|
$3.16M
|
+$630
|
+12
|
+0%
|
|
|
262
|
Cresset Asset Management
Chicago,
Illinois
|
$3.15M
|
-$409K
|
-7,781
|
-12%
|
|
|
263
|
Central Trust Company
Jefferson City,
Missouri
|
$3.14M
|
+$1.96M
|
+37,325
|
+188%
|
|
|
264
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$3.12M
|
–
|
–
|
–
|
|
|
265
|
Cypress Wealth Services
Palm Desert,
California
|
$3.08M
|
-$124K
|
-2,353
|
-4%
|
|
|
266
|
Fonville Wealth Management
Richmond,
Virginia
|
$3.05M
|
-$893
|
-17
|
-0%
|
|
|
267
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$3.01M
|
+$2.05K
|
+39
|
+0.1%
|
|
|
268
|
Family CFO
Los Altos,
California
|
$3.01M
|
-$40.8K
|
-777
|
-1%
|
|
|
269
|
Bank of New York Mellon
New York
|
$3M
|
-$305K
|
-5,808
|
-10%
|
|
|
270
|
Daybright Advisory Services
Miami,
Florida
|
$2.97M
|
+$3.36K
|
+64
|
+0.1%
|
|
|
271
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$2.96M
|
–
|
–
|
–
|
|
|
272
|
Quantum Financial Advisors
El Segundo,
California
|
$2.92M
|
–
|
–
|
–
|
|
|
273
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$2.92M
|
-$473K
|
-9,001
|
-16%
|
|
|
274
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.9M
|
+$1.89K
|
+36
|
+0.1%
|
|
|
275
|
Generations Wealth LLC
Mason,
Ohio
|
$2.87M
|
-$873K
|
-16,628
|
-24%
|
|
