|
301
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$10M
|
+$4.33M
|
+50,274
|
+87%
|
|
|
302
|
Howard Capital Management
Roswell,
Georgia
|
$9.99M
|
-$603
|
-7
|
-0%
|
|
|
303
|
Level Four Advisory Services
Dallas,
Texas
|
$9.97M
|
-$667K
|
-7,738
|
-7%
|
|
|
304
|
Pacific Financial Group
Bellevue,
Washington
|
$9.95M
|
-$508K
|
-5,894
|
-5%
|
|
|
305
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$9.95M
|
+$7.33K
|
+85
|
+0.1%
|
|
|
306
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$9.89M
|
-$23.1K
|
-268
|
-0.3%
|
|
|
307
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$9.84M
|
+$132K
|
+1,526
|
+1%
|
|
|
308
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$9.78M
|
+$101K
|
+1,170
|
+1%
|
|
|
309
|
SigFig Wealth Management
San Francisco,
California
|
$9.75M
|
+$3.66M
|
+42,466
|
+68%
|
|
|
310
|
United Bank (Virginia)
Vienna,
Virginia
|
$9.69M
|
-$184K
|
-2,135
|
-2%
|
|
|
311
|
Asset Allocation Strategies
Farmington,
Michigan
|
$9.67M
|
-$544K
|
-6,309
|
-6%
|
|
|
312
|
Hancock Whitney
Gulfport,
Mississippi
|
$9.66M
|
+$126K
|
+1,464
|
+1%
|
|
|
313
|
Belpointe Asset Management
Reno,
Nevada
|
$9.63M
|
+$805K
|
+9,338
|
+10%
|
|
|
314
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$9.58M
|
-$25.4K
|
-295
|
-0.3%
|
|
|
315
|
&Partners
Nashville,
Tennessee
|
$9.57M
|
+$7.5M
|
+86,941
|
+528%
|
|
|
316
|
Maia Wealth
Denver,
Colorado
|
$9.57M
|
+$8.59M
|
+99,621
|
New
|
|
|
317
|
Brown Advisory
Baltimore,
Maryland
|
$9.53M
|
+$215K
|
+2,495
|
+2%
|
|
|
318
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$9.42M
|
+$169K
|
+1,965
|
+2%
|
|
|
319
|
Coldstream Capital Management
Bellevue,
Washington
|
$9.36M
|
+$502K
|
+5,828
|
+6%
|
|
|
320
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$9.33M
|
-$650K
|
-7,541
|
-7%
|
|
|
321
|
Elevation Capital Advisory
Bend,
Oregon
|
$9.3M
|
+$8.66M
|
+100,472
|
New
|
|
|
322
|
Perigon Wealth Management
San Francisco,
California
|
$9.24M
|
+$390K
|
+4,521
|
+5%
|
|
|
323
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.19M
|
-$134K
|
-1,552
|
-2%
|
|
|
324
|
AssetMark Inc
Concord,
California
|
$9.11M
|
+$3.5M
|
+40,558
|
+70%
|
|
|
325
|
Harbour Investments
Madison,
Wisconsin
|
$9.06M
|
+$1.48M
|
+17,121
|
+21%
|
|
