|
226
|
Edge Capital Group
Atlanta,
Georgia
|
$4.15M
|
-$447K
|
-36,504
|
-10%
|
|
|
227
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$4.15M
|
-$218K
|
-17,820
|
-5%
|
|
|
228
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.14M
|
-$142K
|
-11,616
|
-3%
|
|
|
229
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$4.12M
|
+$1.39M
|
+113,232
|
+54%
|
|
|
230
|
Ironwood Financial
Tucson,
Arizona
|
$4.09M
|
-$160K
|
-13,062
|
-4%
|
|
|
231
|
Cypress Wealth Services
Palm Desert,
California
|
$4.02M
|
-$4.51M
|
-368,340
|
-54%
|
|
|
232
|
Fortis Capital Management
Bellevue,
Washington
|
$4M
|
+$3.83M
|
+312,534
|
New
|
|
|
233
|
Arcus Capital Partners
Atlanta,
Georgia
|
$4M
|
-$68.5K
|
-5,592
|
-2%
|
|
|
234
|
Calton & Associates
Tampa,
Florida
|
$3.97M
|
+$1.52M
|
+124,080
|
+67%
|
|
|
235
|
Fidelity Investments
Boston,
Massachusetts
|
$3.94M
|
+$20.6K
|
+1,680
|
+0.5%
|
|
|
236
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$3.92M
|
–
|
–
|
–
|
|
|
237
|
Circle Wealth Management
Summit,
New Jersey
|
$3.86M
|
+$10.7K
|
+870
|
+0.3%
|
|
|
238
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$3.77M
|
+$606K
|
+49,410
|
+20%
|
|
|
239
|
Forte Capital
Rochester,
New York
|
$3.73M
|
-$160K
|
-13,056
|
-4%
|
|
|
240
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.71M
|
+$73.2K
|
+5,976
|
+2%
|
|
|
241
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$3.69M
|
-$277K
|
-22,626
|
-7%
|
|
|
242
|
BOK Financial Private Wealth
Denver,
Colorado
|
$3.65M
|
-$193K
|
-15,762
|
-5%
|
|
|
243
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$3.63M
|
+$793K
|
+64,662
|
+29%
|
|
|
244
|
Element Wealth
Ridgeland,
Mississippi
|
$3.63M
|
+$3.48M
|
+283,752
|
New
|
|
|
245
|
Mission Wealth Management
Santa Barbara,
California
|
$3.54M
|
-$101K
|
-8,202
|
-3%
|
|
|
246
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.51M
|
-$23.5K
|
-1,914
|
-0.7%
|
|
|
247
|
Tortoise Investment Management
White Plains,
New York
|
$3.5M
|
-$109K
|
-8,886
|
-3%
|
|
|
248
|
JBJ Investment Partners
Charleston,
South Carolina
|
$3.47M
|
–
|
–
|
–
|
|
|
249
|
CVA Family Office
Denver,
Colorado
|
$3.43M
|
+$3.28M
|
+267,768
|
New
|
|
|
250
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3.39M
|
+$186K
|
+15,192
|
+6%
|
|
