|
276
|
XML Financial
Bethesda,
Maryland
|
$5.23M
|
+$370K
|
+8,588
|
+7%
|
|
|
277
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$5.22M
|
-$103K
|
-2,392
|
-2%
|
|
|
278
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$5.15M
|
+$476K
|
+11,048
|
+9%
|
|
|
279
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$5.12M
|
+$65.5K
|
+1,520
|
+1%
|
|
|
280
|
Meeder Asset Management
Dublin,
Ohio
|
$5.03M
|
-$8.41M
|
-195,076
|
-59%
|
|
|
281
|
|
$5.03M
|
-$15.9M
|
-368,832
|
-73%
|
|
|
282
|
SlateStone Wealth
Jupiter,
Florida
|
$5.02M
|
-$214K
|
-4,968
|
-4%
|
|
|
283
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$4.99M
|
+$27.6K
|
+640
|
+0.5%
|
|
|
284
|
Tompkins Financial
Ithaca,
New York
|
$4.99M
|
-$672K
|
-15,604
|
-11%
|
|
|
285
|
Eaton Vance Management
Boston,
Massachusetts
|
$4.99M
|
-$184K
|
-4,276
|
-3%
|
|
|
286
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.92M
|
-$448K
|
-10,388
|
-7%
|
|
|
287
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.81M
|
-$6.4M
|
-148,548
|
-54%
|
|
|
288
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$4.8M
|
-$314K
|
-7,296
|
-5%
|
|
|
289
|
Tolleson Wealth Management
Dallas,
Texas
|
$4.78M
|
-$28.4K
|
-660
|
-0.5%
|
|
|
290
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$4.78M
|
-$70.3K
|
-1,632
|
-1%
|
|
|
291
|
Boston Financial Management
Boston,
Massachusetts
|
$4.76M
|
-$176K
|
-4,092
|
-3%
|
|
|
292
|
Norris Perne & French
Grand Rapids,
Michigan
|
$4.73M
|
-$242K
|
-5,616
|
-4%
|
|
|
293
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$4.68M
|
-$322K
|
-7,464
|
-6%
|
|
|
294
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$4.65M
|
-$160K
|
-3,708
|
-3%
|
|
|
295
|
Sustainable Growth Advisers
Stamford,
Connecticut
|
$4.65M
|
+$3.27M
|
+75,940
|
+159%
|
|
|
296
|
Colorado Capital Management
Boulder,
Colorado
|
$4.63M
|
-$304K
|
-7,056
|
-5%
|
|
|
297
|
Affinity Capital Advisors
Berkeley,
California
|
$4.63M
|
-$96.4K
|
-2,236
|
-2%
|
|
|
298
|
Certuity
North Palm Beach,
Florida
|
$4.61M
|
-$73.1K
|
-1,696
|
-1%
|
|
|
299
|
Private Vista
Chicago,
Illinois
|
$4.61M
|
-$98.1K
|
-2,276
|
-2%
|
|
|
300
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$4.6M
|
-$101K
|
-2,332
|
-2%
|
|
