|
151
|
M Holdings Securities
Portland,
Oregon
|
$4.25M
|
-$520K
|
-9,680
|
-11%
|
|
|
152
|
Solitude Financial Services
Charlottesville,
Virginia
|
$4.24M
|
-$142K
|
-2,638
|
-3%
|
|
|
153
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$4.18M
|
+$38.6K
|
+720
|
+1%
|
|
|
154
|
Latigo Investments
Fort Lauderdale,
Florida
|
$4.18M
|
–
|
–
|
–
|
|
|
155
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$4.15M
|
+$3.95M
|
+73,558
|
New
|
|
|
156
|
DRW Securities
Chicago,
Illinois
|
$4.12M
|
+$3.91M
|
+72,880
|
New
|
|
|
157
|
GW & Wade
Wellesley,
Massachusetts
|
$4.08M
|
+$1.78M
|
+33,192
|
+85%
|
|
|
158
|
Frontier Asset Management
Sheridan,
Wyoming
|
$4.05M
|
+$2.32M
|
+43,290
|
+152%
|
|
|
159
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$3.98M
|
+$1.36M
|
+25,251
|
+56%
|
|
|
160
|
Prudential Financial
Newark,
New Jersey
|
$3.9M
|
-$187K
|
-3,484
|
-5%
|
|
|
161
|
Acropolis Investment Management
St. Louis,
Missouri
|
$3.9M
|
-$244K
|
-4,540
|
-6%
|
|
|
162
|
Single Point Partners
Boston,
Massachusetts
|
$3.89M
|
+$99.1K
|
+1,847
|
+3%
|
|
|
163
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$3.87M
|
+$468K
|
+8,717
|
+15%
|
|
|
164
|
Copperwynd Financial
Scottsdale,
Arizona
|
$3.77M
|
+$3.58M
|
+66,749
|
New
|
|
|
165
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.74M
|
+$1.87M
|
+34,792
|
+110%
|
|
|
166
|
Keel Point
Huntsville,
Alabama
|
$3.74M
|
-$1.23M
|
-22,874
|
-26%
|
|
|
167
|
Abacus Planning Group
Columbia,
South Carolina
|
$3.73M
|
+$366K
|
+6,810
|
+11%
|
|
|
168
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$3.7M
|
-$203K
|
-3,776
|
-5%
|
|
|
169
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$3.69M
|
-$512K
|
-9,541
|
-13%
|
|
|
170
|
Efficient Advisors
Mason,
Ohio
|
$3.67M
|
-$240K
|
-4,468
|
-6%
|
|
|
171
|
|
$3.6M
|
+$82.7K
|
+1,540
|
+2%
|
|
|
172
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$3.5M
|
+$1.07M
|
+19,977
|
+48%
|
|
|
173
|
Disciplined Investments
Tulsa,
Oklahoma
|
$3.5M
|
-$381K
|
-7,105
|
-10%
|
|
|
174
|
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
|
$3.39M
|
-$1.81M
|
-33,700
|
-36%
|
|
|
175
|
Aspiriant LLC
Los Angeles,
California
|
$3.31M
|
-$279K
|
-5,192
|
-8%
|
|
