|
276
|
GSB Wealth Management
Guilford,
Connecticut
|
$4.22M
|
+$109K
|
+2,093
|
+3%
|
|
|
277
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$4.2M
|
+$251K
|
+4,823
|
+6%
|
|
|
278
|
Trajan Wealth
Scottsdale,
Arizona
|
$4.12M
|
+$449K
|
+8,635
|
+12%
|
|
|
279
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.06M
|
+$35.1K
|
+675
|
+0.9%
|
|
|
280
|
William Blair & Company
Chicago,
Illinois
|
$4.05M
|
+$698K
|
+13,425
|
+21%
|
|
|
281
|
Investment Partners
New Philadelphia,
Ohio
|
$4.04M
|
+$473K
|
+9,102
|
+13%
|
|
|
282
|
Diversify Wealth Management
Sandy,
Utah
|
$4.03M
|
+$108K
|
+2,086
|
+3%
|
|
|
283
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$4.02M
|
+$1.9M
|
+36,640
|
+89%
|
|
|
284
|
Gradient Capital Advisors
San Diego,
California
|
$4.01M
|
+$691K
|
+13,298
|
+21%
|
|
|
285
|
HM Payson & Co
Portland,
Maine
|
$3.96M
|
–
|
–
|
–
|
|
|
286
|
Comerica Bank
Dallas,
Texas
|
$3.96M
|
-$893K
|
-17,188
|
-18%
|
|
|
287
|
Welch & Forbes
Boston,
Massachusetts
|
$3.94M
|
-$152K
|
-2,921
|
-4%
|
|
|
288
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.91M
|
+$168K
|
+3,230
|
+4%
|
|
|
289
|
Tableaux
Stockbridge,
Massachusetts
|
$3.91M
|
+$3.93M
|
+75,542
|
New
|
|
|
290
|
Chesley Taft & Associates
Chicago,
Illinois
|
$3.9M
|
-$295K
|
-5,675
|
-7%
|
|
|
291
|
Avantax Advisory Services
Dallas,
Texas
|
$3.85M
|
+$58.4K
|
+1,124
|
+2%
|
|
|
292
|
Longview Asset Management (California)
San Rafael,
California
|
$3.85M
|
+$3.87M
|
+74,446
|
New
|
|
|
293
|
Independent Financial Group
San Diego,
California
|
$3.84M
|
+$1.08M
|
+20,711
|
+39%
|
|
|
294
|
Focus Financial Network
Minneapolis,
Minnesota
|
$3.83M
|
+$137K
|
+2,630
|
+4%
|
|
|
295
|
Amara Financial
San Francisco,
California
|
$3.82M
|
-$279K
|
-5,375
|
-7%
|
|
|
296
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$3.81M
|
-$44.1K
|
-848
|
-1%
|
|
|
297
|
J.W. Burns & Co
Dewitt,
New York
|
$3.75M
|
+$1.05M
|
+20,215
|
+39%
|
|
|
298
|
United Bank (Virginia)
Vienna,
Virginia
|
$3.74M
|
+$254K
|
+4,884
|
+7%
|
|
|
299
|
Apella Capital
West Hartford,
Connecticut
|
$3.73M
|
+$254K
|
+4,890
|
+7%
|
|
|
300
|
Lodestar Private Asset Management
Alamo,
California
|
$3.73M
|
+$210K
|
+4,040
|
+6%
|
|
