|
226
|
Copperleaf Capital
Raleigh,
North Carolina
|
$4.87M
|
-$2.84M
|
-61,347
|
-37%
|
|
|
227
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$4.83M
|
-$264K
|
-5,706
|
-5%
|
|
|
228
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.74M
|
-$1.22M
|
-26,392
|
-21%
|
|
|
229
|
Redwood Investment Management
Scottsdale,
Arizona
|
$4.69M
|
+$426K
|
+9,209
|
+10%
|
|
|
230
|
Pinion Investment Advisors
Wichita,
Kansas
|
$4.51M
|
+$1.78M
|
+38,385
|
+67%
|
|
|
231
|
Mercer Global Advisors
Denver,
Colorado
|
$4.46M
|
-$5.95M
|
-128,547
|
-57%
|
|
|
232
|
City National Bank of Florida
Miami,
Florida
|
$4.45M
|
-$408K
|
-8,827
|
-8%
|
|
|
233
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4.39M
|
-$1.11M
|
-23,899
|
-20%
|
|
|
234
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$4.36M
|
+$4.32M
|
+93,336
|
New
|
|
|
235
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.35M
|
-$104K
|
-2,251
|
-2%
|
|
|
236
|
Financial Engines Advisors
Santa Clara,
California
|
$4.26M
|
+$95.1K
|
+2,057
|
+2%
|
|
|
237
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$4.19M
|
-$85.3K
|
-1,845
|
-2%
|
|
|
238
|
Moneywise Inc
Forest,
Virginia
|
$4.18M
|
+$447K
|
+9,658
|
+12%
|
|
|
239
|
|
$4.17M
|
-$4.03M
|
-87,225
|
-49%
|
|
|
240
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.13M
|
-$1.64M
|
-35,494
|
-29%
|
|
|
241
|
Maridea Wealth Management
Brooklyn,
New York
|
$4.13M
|
+$4.06M
|
+87,744
|
New
|
|
|
242
|
Natixis Advisors
Boston,
Massachusetts
|
$4.02M
|
+$750K
|
+16,224
|
+23%
|
|
|
243
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.01M
|
-$715K
|
-15,461
|
-15%
|
|
|
244
|
Shira Ridge Wealth Management
Larkspur,
California
|
$3.99M
|
-$236K
|
-5,092
|
-6%
|
|
|
245
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$3.92M
|
+$117K
|
+2,522
|
+3%
|
|
|
246
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$3.92M
|
-$188K
|
-4,070
|
-5%
|
|
|
247
|
Life Planning Partners
Jacksonville,
Florida
|
$3.87M
|
-$170K
|
-3,679
|
-4%
|
|
|
248
|
Howard Capital Management
Roswell,
Georgia
|
$3.77M
|
+$117K
|
+2,540
|
+3%
|
|
|
249
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.74M
|
+$196K
|
+4,246
|
+6%
|
|
|
250
|
BOS Asset Management
Springfield,
Illinois
|
$3.73M
|
+$164K
|
+3,543
|
+5%
|
|
