|
201
|
Stone Summit Wealth
Miami,
Florida
|
$1.76M
|
+$156K
|
+4,448
|
+9%
|
|
|
202
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.72M
|
+$1.51K
|
+43
|
+0.1%
|
|
|
203
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.71M
|
-$51.2K
|
-1,462
|
-3%
|
|
|
204
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.7M
|
–
|
–
|
–
|
|
|
205
|
Warwick Investment Management
Bryan,
Texas
|
$1.7M
|
+$8.93K
|
+255
|
+0.5%
|
|
|
206
|
Brown Advisory
Baltimore,
Maryland
|
$1.69M
|
-$90.6K
|
-2,585
|
-5%
|
|
|
207
|
BIP Wealth
Atlanta,
Georgia
|
$1.67M
|
+$1.5M
|
+42,763
|
+671%
|
|
|
208
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$1.66M
|
-$191K
|
-5,442
|
-10%
|
|
|
209
|
Farmers National Bank
Danville,
Kentucky
|
$1.66M
|
-$65.3K
|
-1,863
|
-4%
|
|
|
210
|
Basso Capital Management
Stamford,
Connecticut
|
$1.65M
|
–
|
–
|
–
|
|
|
211
|
25 LLC
St. Louis,
Missouri
|
$1.59M
|
-$15.6K
|
-444
|
-0.9%
|
|
|
212
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.57M
|
-$5.78K
|
-165
|
-0.4%
|
|
|
213
|
Running Point Capital Advisors
El Segundo,
California
|
$1.54M
|
+$3.22K
|
+92
|
+0.2%
|
|
|
214
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.52M
|
-$18.4K
|
-525
|
-1%
|
|
|
215
|
Asset Planning Corporation
Knoxville,
Tennessee
|
$1.5M
|
+$2.94K
|
+84
|
+0.2%
|
|
|
216
|
Equitable Holdings
New York
|
$1.47M
|
-$202K
|
-5,762
|
-12%
|
|
|
217
|
RAM Investment Partners
Bellevue,
Washington
|
$1.45M
|
-$11.6K
|
-330
|
-0.8%
|
|
|
218
|
Tarbox Family Office
Newport Beach,
California
|
$1.44M
|
+$7.18K
|
+205
|
+0.5%
|
|
|
219
|
William Blair & Company
Chicago,
Illinois
|
$1.42M
|
+$6.55K
|
+187
|
+0.5%
|
|
|
220
|
Global Retirement Partners
San Rafael,
California
|
$1.36M
|
-$30.4K
|
-867
|
-2%
|
|
|
221
|
Lauer Wealth
Valparaiso,
Indiana
|
$1.35M
|
–
|
–
|
–
|
|
|
222
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.35M
|
-$33.2K
|
-947
|
-2%
|
|
|
223
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.34M
|
+$60K
|
+1,714
|
+5%
|
|
|
224
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.34M
|
–
|
–
|
–
|
|
|
225
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.32M
|
-$4.31K
|
-123
|
-0.3%
|
|
