|
276
|
GEM Asset Management
Plymouth,
Michigan
|
$1.27M
|
–
|
–
|
–
|
|
|
277
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.27M
|
+$15.6K
|
+231
|
+1%
|
|
|
278
|
Rebalance
Palo Alto,
California
|
$1.25M
|
+$17.5K
|
+258
|
+2%
|
|
|
279
|
Rockefeller Capital Management
New York
|
$1.25M
|
+$78.9K
|
+1,166
|
+7%
|
|
|
280
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$1.25M
|
-$960K
|
-14,191
|
-45%
|
|
|
281
|
May Hill Capital
Cohasset,
Massachusetts
|
$1.24M
|
-$414K
|
-6,123
|
-26%
|
|
|
282
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.23M
|
+$338K
|
+5,000
|
+42%
|
|
|
283
|
Tortoise Investment Management
White Plains,
New York
|
$1.21M
|
-$37.2K
|
-550
|
-3%
|
|
|
284
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.2M
|
+$29K
|
+429
|
+3%
|
|
|
285
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.19M
|
+$1.42K
|
+21
|
+0.1%
|
|
|
286
|
EP Wealth Advisors
Torrance,
California
|
$1.18M
|
+$177K
|
+2,610
|
+19%
|
|
|
287
|
American Century Companies
Kansas City,
Missouri
|
$1.18M
|
+$502K
|
+7,412
|
+84%
|
|
|
288
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.17M
|
-$65.4K
|
-966
|
-6%
|
|
|
289
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.17M
|
-$105K
|
-1,547
|
-9%
|
|
|
290
|
Financial Engines Advisors
Santa Clara,
California
|
$1.16M
|
+$1.08M
|
+15,948
|
New
|
|
|
291
|
Squire Investment Management Company
Orem,
Utah
|
$1.16M
|
–
|
–
|
–
|
|
|
292
|
|
$1.15M
|
–
|
–
|
–
|
|
|
293
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.15M
|
-$1.05M
|
-15,523
|
-50%
|
|
|
294
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.11M
|
+$39.8K
|
+588
|
+4%
|
|
|
295
|
BayBridge Capital Group
Pleasanton,
California
|
$1.11M
|
+$4.33K
|
+64
|
+0.4%
|
|
|
296
|
Harbor Group
Bedford,
New Hampshire
|
$1.09M
|
+$4.06K
|
+60
|
+0.4%
|
|
|
297
|
RBF Capital
San Francisco,
California
|
$1.09M
|
–
|
–
|
–
|
|
|
298
|
Argent Trust Co
Nashville,
Tennessee
|
$1.09M
|
+$30.5K
|
+450
|
+3%
|
|
|
299
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.08M
|
-$75.6K
|
-1,117
|
-7%
|
|
|
300
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.07M
|
+$135
|
+2
|
+0%
|
|
