|
276
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$6.18M
|
+$203K
|
+10,373
|
+3%
|
|
|
277
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$6.17M
|
+$553K
|
+28,350
|
+9%
|
|
|
278
|
Wealth Architects
Mountain View,
California
|
$6.17M
|
-$21.1K
|
-1,082
|
-0.3%
|
|
|
279
|
Weinberger Asset Management
Los Angeles,
California
|
$6.08M
|
+$278K
|
+14,265
|
+5%
|
|
|
280
|
BOK Financial Private Wealth
Denver,
Colorado
|
$6.06M
|
+$40.7K
|
+2,087
|
+0.6%
|
|
|
281
|
BCK Partners
Corning,
New York
|
$5.9M
|
-$1.55M
|
-79,463
|
-20%
|
|
|
282
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$5.89M
|
-$5.92M
|
-303,435
|
-49%
|
|
|
283
|
Firestone Capital Management
Coral Gables,
Florida
|
$5.87M
|
+$573K
|
+29,326
|
+10%
|
|
|
284
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$5.82M
|
-$153K
|
-7,850
|
-2%
|
|
|
285
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$5.78M
|
-$33.7K
|
-1,727
|
-0.5%
|
|
|
286
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$5.77M
|
+$398K
|
+20,396
|
+7%
|
|
|
287
|
Chilton Capital Management
Houston,
Texas
|
$5.75M
|
-$86.3K
|
-4,419
|
-1%
|
|
|
288
|
Leeward Financial Partners
Bellevue,
Washington
|
$5.72M
|
+$196K
|
+10,027
|
+3%
|
|
|
289
|
SWS Partners
Columbus,
Ohio
|
$5.63M
|
-$5.41M
|
-277,269
|
-48%
|
|
|
290
|
|
$5.61M
|
+$388K
|
+19,876
|
+7%
|
|
|
291
|
Bailard
Foster City,
California
|
$5.58M
|
-$49.1K
|
-2,517
|
-0.8%
|
|
|
292
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.5M
|
-$61.2K
|
-3,133
|
-1%
|
|
|
293
|
Grimes & Company
Westborough,
Massachusetts
|
$5.49M
|
-$1.14M
|
-58,300
|
-16%
|
|
|
294
|
Summit Financial Strategies
Columbus,
Ohio
|
$5.45M
|
-$54.5K
|
-2,791
|
-0.9%
|
|
|
295
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.41M
|
+$514K
|
+26,342
|
+10%
|
|
|
296
|
Destination Wealth Management
Walnut Creek,
California
|
$5.38M
|
+$240K
|
+12,282
|
+4%
|
|
|
297
|
OneAscent Financial Services
Birmingham,
Alabama
|
$5.37M
|
+$5.67M
|
+290,456
|
New
|
|
|
298
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$5.3M
|
+$108K
|
+5,551
|
+2%
|
|
|
299
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$5.26M
|
+$102K
|
+5,211
|
+2%
|
|
|
300
|
RHS Financial
San Francisco,
California
|
$5.26M
|
-$312K
|
-15,967
|
-5%
|
|
