|
351
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.51M
|
-$186K
|
-2,180
|
-7%
|
|
|
352
|
Private Trust Company
Cleveland,
Ohio
|
$2.51M
|
+$181K
|
+2,121
|
+8%
|
|
|
353
|
Western Wealth Management
Golden,
Colorado
|
$2.49M
|
-$2.52M
|
-29,515
|
-50%
|
|
|
354
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$2.48M
|
–
|
–
|
–
|
|
|
355
|
Tarbox Family Office
Newport Beach,
California
|
$2.46M
|
+$891K
|
+10,441
|
+56%
|
|
|
356
|
|
$2.42M
|
+$34.1K
|
+400
|
+1%
|
|
|
357
|
Capital Planning
Bellevue,
Washington
|
$2.42M
|
+$167K
|
+1,960
|
+7%
|
|
|
358
|
Forte Asset Management
Bedford,
New York
|
$2.42M
|
+$2.11M
|
+24,722
|
+650%
|
|
|
359
|
Verus Financial Partners
Richmond,
Virginia
|
$2.38M
|
+$10.7K
|
+125
|
+0.5%
|
|
|
360
|
Gofen & Glossberg
Chicago,
Illinois
|
$2.38M
|
-$159K
|
-1,861
|
-6%
|
|
|
361
|
Regatta Capital Group
El Segundo,
California
|
$2.38M
|
+$567K
|
+6,642
|
+31%
|
|
|
362
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$2.37M
|
+$2.39M
|
+27,964
|
New
|
|
|
363
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.37M
|
-$1.22M
|
-14,250
|
-34%
|
|
|
364
|
First Ascent Asset Management
Denver,
Colorado
|
$2.35M
|
-$565K
|
-6,625
|
-19%
|
|
|
365
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.33M
|
-$42.8K
|
-502
|
-2%
|
|
|
366
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.33M
|
-$199K
|
-2,333
|
-8%
|
|
|
367
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$2.29M
|
+$145K
|
+1,700
|
+7%
|
|
|
368
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$2.28M
|
-$12.5K
|
-147
|
-0.5%
|
|
|
369
|
TFC Financial Management
Boston,
Massachusetts
|
$2.27M
|
-$100K
|
-1,176
|
-4%
|
|
|
370
|
PFG Advisors
Phoenix,
Arizona
|
$2.24M
|
-$108K
|
-1,271
|
-5%
|
|
|
371
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$2.22M
|
+$229K
|
+2,678
|
+11%
|
|
|
372
|
Allie Family Office
Miami,
Florida
|
$2.19M
|
+$236K
|
+2,767
|
+12%
|
|
|
373
|
RFP Financial Group
Atlanta,
Georgia
|
$2.18M
|
+$2.19M
|
+25,678
|
New
|
|
|
374
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.18M
|
-$38.2K
|
-448
|
-2%
|
|
|
375
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.15M
|
-$429K
|
-5,032
|
-17%
|
|
