|
301
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$3.27M
|
+$518K
|
+2,360
|
+17%
|
|
|
302
|
CM Wealth Advisors
Beachwood,
Ohio
|
$3.22M
|
+$2.16M
|
+9,859
|
+100%
|
|
|
303
|
McCutchen Group
Seattle,
Washington
|
$3.22M
|
–
|
–
|
–
|
|
|
304
|
EP Wealth Advisors
Torrance,
California
|
$3.19M
|
+$352K
|
+1,606
|
+11%
|
|
|
305
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$3.18M
|
–
|
–
|
–
|
|
|
306
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3.13M
|
–
|
–
|
–
|
|
|
307
|
AJ Wealth Strategies
New York
|
$3.1M
|
-$9.43K
|
-43
|
-0.3%
|
|
|
308
|
Evanson Asset Management
Carmel,
California
|
$3.08M
|
–
|
–
|
–
|
|
|
309
|
Corrigan Financial
Middletown,
Rhode Island
|
$3.07M
|
-$70K
|
-319
|
-2%
|
|
|
310
|
LMCG Investments
Boston,
Massachusetts
|
$3.07M
|
+$102K
|
+464
|
+3%
|
|
|
311
|
KeyBank National Association
Cleveland,
Ohio
|
$3.06M
|
+$2.28M
|
+10,390
|
+203%
|
|
|
312
|
Spire Wealth Management
Mclean,
Virginia
|
$3M
|
-$502K
|
-2,287
|
-13%
|
|
|
313
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$2.99M
|
+$1.03M
|
+4,679
|
+45%
|
|
|
314
|
HFG Advisors
Cincinatti,
Ohio
|
$2.99M
|
+$159K
|
+723
|
+5%
|
|
|
315
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$2.98M
|
-$253K
|
-1,155
|
-7%
|
|
|
316
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.96M
|
+$11K
|
+50
|
+0.3%
|
|
|
317
|
Ascent Group
Virginia Beach,
Virginia
|
$2.95M
|
-$1.1K
|
-5
|
-0%
|
|
|
318
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$2.95M
|
+$99.3K
|
+453
|
+3%
|
|
|
319
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$2.9M
|
+$51.5K
|
+235
|
+2%
|
|
|
320
|
WMS Partners
Towson,
Maryland
|
$2.9M
|
-$2.19K
|
-10
|
-0.1%
|
|
|
321
|
Cetera Advisors
Denver,
Colorado
|
$2.88M
|
-$89.5K
|
-408
|
-3%
|
|
|
322
|
Advisory Services Network
Atlanta,
Georgia
|
$2.82M
|
-$191K
|
-869
|
-6%
|
|
|
323
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.78M
|
+$2.15M
|
+9,823
|
+230%
|
|
|
324
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$2.74M
|
-$46.9K
|
-214
|
-2%
|
|
|
325
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.67M
|
-$154K
|
-704
|
-4%
|
|
