|
251
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$228K
|
+$140K
|
+1,067
|
+159%
|
|
|
252
|
Avantax Advisory Services
Dallas,
Texas
|
$225K
|
+$1.05K
|
+8
|
+0.5%
|
|
|
253
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$224K
|
–
|
–
|
–
|
|
|
254
|
Ferris Capital
Marlborough,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
255
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$224K
|
–
|
–
|
–
|
|
|
256
|
Excalibur Management
Waltham,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
257
|
Old Port Advisors
Portland,
Maine
|
$219K
|
–
|
–
|
–
|
|
|
258
|
IFG Advisory
Atlanta,
Georgia
|
$219K
|
+$219K
|
+1,672
|
New
|
|
|
259
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$216K
|
–
|
–
|
–
|
|
|
260
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$214K
|
–
|
–
|
–
|
|
|
261
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$214K
|
+$3.27K
|
+25
|
+2%
|
|
|
262
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$210K
|
-$39.3K
|
-300
|
-16%
|
|
|
263
|
King Wealth Management Group
Naples,
Florida
|
$210K
|
-$393
|
-3
|
-0.2%
|
|
|
264
|
Gould Asset Management
Claremont,
California
|
$210K
|
–
|
–
|
–
|
|
|
265
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$209K
|
+$208K
|
+1,590
|
New
|
|
|
266
|
Glenview Trust
Louisville,
Kentucky
|
$206K
|
-$7.99K
|
-61
|
-4%
|
|
|
267
|
RWA Wealth Partners
Newton,
Massachusetts
|
$203K
|
–
|
–
|
–
|
|
|
268
|
TAP Consulting
Kirkwood,
Missouri
|
$203K
|
+$202K
|
+1,545
|
New
|
|
|
269
|
Litman Gregory Wealth Management
Larkspur,
California
|
$202K
|
–
|
–
|
–
|
|
|
270
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$177K
|
–
|
–
|
–
|
|
|
271
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$168K
|
–
|
–
|
–
|
|
|
272
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$161K
|
+$35K
|
+267
|
+28%
|
|
|
273
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$159K
|
–
|
–
|
–
|
|
|
274
|
Asset Dedication LLC
San Francisco,
California
|
$154K
|
–
|
–
|
–
|
|
|
275
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$139K
|
+$655
|
+5
|
+0.5%
|
|
