|
226
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$2.69M
|
-$197K
|
-4,167
|
-7%
|
|
|
227
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.67M
|
-$34.2K
|
-723
|
-1%
|
|
|
228
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.64M
|
-$3M
|
-63,358
|
-53%
|
|
|
229
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$2.62M
|
+$72.4K
|
+1,530
|
+3%
|
|
|
230
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$2.62M
|
+$32K
|
+677
|
+1%
|
|
|
231
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.6M
|
-$6.79M
|
-143,583
|
-72%
|
|
|
232
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$2.59M
|
-$114K
|
-2,406
|
-4%
|
|
|
233
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.58M
|
+$831K
|
+17,556
|
+46%
|
|
|
234
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$2.58M
|
-$8.7M
|
-183,936
|
-77%
|
|
|
235
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$2.49M
|
+$59.3K
|
+1,253
|
+2%
|
|
|
236
|
Moors & Cabot
Boston,
Massachusetts
|
$2.44M
|
+$97.8K
|
+2,067
|
+4%
|
|
|
237
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.43M
|
+$20.4K
|
+431
|
+0.8%
|
|
|
238
|
Forteris Wealth Management
Armonk,
New York
|
$2.42M
|
+$269K
|
+5,676
|
+12%
|
|
|
239
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$2.38M
|
–
|
–
|
–
|
|
|
240
|
Wealthfront Advisers
Palo Alto,
California
|
$2.37M
|
+$262K
|
+5,535
|
+12%
|
|
|
241
|
Well Done LLC
Holland,
Michigan
|
$2.28M
|
-$15.9K
|
-336
|
-0.7%
|
|
|
242
|
Steward Partners Investment Advisory
New York
|
$2.23M
|
-$2.52M
|
-53,329
|
-52%
|
|
|
243
|
RFG Advisory
Birmingham,
Alabama
|
$2.22M
|
-$32.3K
|
-682
|
-1%
|
|
|
244
|
|
$2.22M
|
+$144K
|
+3,046
|
+7%
|
|
|
245
|
Private Trust Company
Cleveland,
Ohio
|
$2.19M
|
-$92.3K
|
-1,951
|
-4%
|
|
|
246
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.18M
|
-$24.5K
|
-517
|
-1%
|
|
|
247
|
IEQ Capital
Foster City,
California
|
$2.12M
|
+$151K
|
+3,195
|
+8%
|
|
|
248
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.11M
|
+$829K
|
+17,533
|
+62%
|
|
|
249
|
Sweeney & Michel
Chico,
California
|
$2.1M
|
+$212K
|
+4,489
|
+12%
|
|
|
250
|
Wealthspire Advisors (New York)
New York
|
$2.09M
|
-$150K
|
-3,177
|
-7%
|
|
