|
201
|
Copperleaf Capital
Raleigh,
North Carolina
|
$3.45M
|
-$1.64M
|
-23,939
|
-28%
|
|
|
202
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$3.45M
|
-$1.03M
|
-15,010
|
-20%
|
|
|
203
|
Epstein & White Financial
San Diego,
California
|
$3.44M
|
+$597K
|
+8,702
|
+17%
|
|
|
204
|
Level Four Advisory Services
Dallas,
Texas
|
$3.4M
|
-$2.02M
|
-29,446
|
-33%
|
|
|
205
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.39M
|
+$123K
|
+1,787
|
+3%
|
|
|
206
|
Icon Wealth Partners
Houston,
Texas
|
$3.37M
|
-$3.81M
|
-55,520
|
-48%
|
|
|
207
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.33M
|
-$4.3M
|
-62,601
|
-51%
|
|
|
208
|
Summit X LLC
Chesterfield,
Missouri
|
$3.33M
|
-$823K
|
-11,988
|
-17%
|
|
|
209
|
FAS Wealth Partners
Leawood,
Kansas
|
$3.29M
|
+$1.94M
|
+28,320
|
+97%
|
|
|
210
|
Trek Financial
Scottsdale,
Arizona
|
$3.27M
|
-$2.71M
|
-39,551
|
-41%
|
|
|
211
|
Grove Bank & Trust
Miami,
Florida
|
$3.15M
|
+$278K
|
+4,050
|
+8%
|
|
|
212
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$3.1M
|
+$1.04M
|
+15,115
|
+39%
|
|
|
213
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
$3.07M
|
-$4.14M
|
-60,295
|
-53%
|
|
|
214
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.05M
|
+$2.75M
|
+40,092
|
+302%
|
|
|
215
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$3.03M
|
-$215K
|
-3,128
|
-6%
|
|
|
216
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$2.96M
|
+$2.67M
|
+38,880
|
+303%
|
|
|
217
|
Soltis Investment Advisors
St. George,
Utah
|
$2.95M
|
-$83.1K
|
-1,211
|
-2%
|
|
|
218
|
Human Investing
Lake Oswego,
Oregon
|
$2.93M
|
-$132K
|
-1,929
|
-4%
|
|
|
219
|
|
$2.89M
|
-$15.5M
|
-225,646
|
-82%
|
|
|
220
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.88M
|
-$8.29M
|
-120,842
|
-71%
|
|
|
221
|
JGP Wealth Management
Bend,
Oregon
|
$2.88M
|
+$535K
|
+7,793
|
+20%
|
|
|
222
|
United Services Automobile Association
San Antonio,
Texas
|
$2.85M
|
-$12.6M
|
-183,922
|
-81%
|
|
|
223
|
Vivid Financial Management
Orcutt,
California
|
$2.85M
|
+$3.42M
|
+49,838
|
New
|
|
|
224
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.85M
|
-$48.6K
|
-708
|
-1%
|
|
|
225
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.84M
|
+$92.6K
|
+1,349
|
+3%
|
|
