|
251
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.76M
|
–
|
–
|
–
|
|
|
252
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.75M
|
+$1.64M
|
+17,362
|
New
|
|
|
253
|
Private Capital Group
West Hartford,
Connecticut
|
$1.74M
|
+$141K
|
+1,493
|
+9%
|
|
|
254
|
Perigon Wealth Management
San Francisco,
California
|
$1.73M
|
+$1.23M
|
+13,025
|
+317%
|
|
|
255
|
Neuberger Berman Group
New York
|
$1.71M
|
+$1.61M
|
+16,991
|
New
|
|
|
256
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.7M
|
+$1.59M
|
+16,802
|
New
|
|
|
257
|
SigFig Wealth Management
San Francisco,
California
|
$1.67M
|
+$267K
|
+2,818
|
+21%
|
|
|
258
|
Belpointe Asset Management
Reno,
Nevada
|
$1.63M
|
+$295K
|
+3,113
|
+24%
|
|
|
259
|
James Investment Research
Alpha,
Ohio
|
$1.62M
|
+$57.3K
|
+606
|
+4%
|
|
|
260
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.61M
|
+$65.4K
|
+691
|
+5%
|
|
|
261
|
Autus Asset Management
Scottsdale,
Arizona
|
$1.61M
|
-$2.84K
|
-30
|
-0.2%
|
|
|
262
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.6M
|
+$101K
|
+1,069
|
+7%
|
|
|
263
|
Dowling & Yahnke
San Diego,
California
|
$1.58M
|
-$267K
|
-2,825
|
-15%
|
|
|
264
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.54M
|
-$378
|
-4
|
-0%
|
|
|
265
|
World Investment Advisors
Santa Barbara,
California
|
$1.53M
|
+$937K
|
+9,908
|
+212%
|
|
|
266
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.5M
|
+$281K
|
+2,965
|
+25%
|
|
|
267
|
Brown Advisory
Baltimore,
Maryland
|
$1.47M
|
+$9.18K
|
+97
|
+0.7%
|
|
|
268
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.47M
|
+$607K
|
+6,421
|
+79%
|
|
|
269
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.47M
|
–
|
–
|
–
|
|
|
270
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.45M
|
+$856K
|
+9,047
|
+170%
|
|
|
271
|
Insight Wealth Strategies
San Ramon,
California
|
$1.43M
|
+$598K
|
+6,324
|
+80%
|
|
|
272
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.43M
|
+$635K
|
+6,710
|
+90%
|
|
|
273
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.4M
|
-$93.5K
|
-988
|
-7%
|
|
|
274
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$1.4M
|
+$41.6K
|
+440
|
+3%
|
|
|
275
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$1.39M
|
-$11.4K
|
-120
|
-0.9%
|
|
