|
201
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$545K
|
–
|
–
|
–
|
|
|
202
|
Bangor Savings Bank
Bangor,
Maine
|
$528K
|
+$108K
|
+2,304
|
+26%
|
|
|
203
|
Perigon Wealth Management
San Francisco,
California
|
$526K
|
+$86.1K
|
+1,830
|
+20%
|
|
|
204
|
Davenport & Co
Richmond,
Virginia
|
$525K
|
-$4.85K
|
-103
|
-0.9%
|
|
|
205
|
Fermata Advisors
Sonoma,
California
|
$525K
|
+$3.2K
|
+68
|
+0.6%
|
|
|
206
|
Commerce Bank
Kansas City,
Missouri
|
$521K
|
–
|
–
|
–
|
|
|
207
|
Manning & Napier Group
Fairport,
New York
|
$513K
|
–
|
–
|
–
|
|
|
208
|
Painted Porch Advisors
Santa Barbara,
California
|
$509K
|
+$509K
|
+10,821
|
New
|
|
|
209
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$504K
|
–
|
–
|
–
|
|
|
210
|
|
$503K
|
+$14.9K
|
+316
|
+3%
|
|
|
211
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$503K
|
–
|
–
|
–
|
|
|
212
|
Lido Advisors
Los Angeles,
California
|
$499K
|
+$35.1K
|
+745
|
+8%
|
|
|
213
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$498K
|
+$15.9K
|
+337
|
+3%
|
|
|
214
|
Symmetry Partners
Glastonbury,
Connecticut
|
$495K
|
+$14.4K
|
+305
|
+3%
|
|
|
215
|
Old Mission Capital
Chicago,
Illinois
|
$492K
|
-$2.17M
|
-46,045
|
-81%
|
|
|
216
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$481K
|
-$2.07K
|
-44
|
-0.4%
|
|
|
217
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$476K
|
–
|
–
|
–
|
|
|
218
|
Venturi Wealth Management
Austin,
Texas
|
$475K
|
-$43.5K
|
-924
|
-8%
|
|
|
219
|
Ameraudi Asset Management
New York
|
$473K
|
–
|
–
|
–
|
|
|
220
|
Private Advisor Group
Morristown,
New Jersey
|
$470K
|
+$14.7K
|
+313
|
+3%
|
|
|
221
|
Orin Green Financial
San Diego,
California
|
$466K
|
-$466K
|
-9,903
|
Closed
|
|
|
222
|
Gould Asset Management
Claremont,
California
|
$465K
|
+$76.3K
|
+1,622
|
+20%
|
|
|
223
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$456K
|
+$4.14K
|
+88
|
+0.9%
|
|
|
224
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$455K
|
-$203K
|
-4,314
|
-31%
|
|
|
225
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$441K
|
-$75.5K
|
-1,605
|
-15%
|
|
