|
226
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.12M
|
+$2.63K
|
+27
|
+0.1%
|
|
|
227
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.11M
|
+$2.08M
|
+21,369
|
New
|
|
|
228
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2.08M
|
-$202K
|
-2,075
|
-9%
|
|
|
229
|
Rockefeller Capital Management
New York
|
$2.04M
|
+$476K
|
+4,883
|
+31%
|
|
|
230
|
Passive Capital Management
Baltimore,
Maryland
|
$2.04M
|
+$607K
|
+6,225
|
+43%
|
|
|
231
|
Hudson Portfolio Management
Garrison,
New York
|
$2.02M
|
-$161K
|
-1,650
|
-7%
|
|
|
232
|
SVB Wealth
Boston,
Massachusetts
|
$2M
|
+$652K
|
+6,690
|
+49%
|
|
|
233
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.99M
|
–
|
–
|
–
|
|
|
234
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$1.97M
|
-$265K
|
-2,724
|
-12%
|
|
|
235
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$1.97M
|
-$29.9K
|
-307
|
-2%
|
|
|
236
|
Evexia Wealth
Stevens Point,
Wisconsin
|
$1.92M
|
-$539K
|
-5,533
|
-22%
|
|
|
237
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.92M
|
-$475K
|
-4,874
|
-20%
|
|
|
238
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$1.92M
|
-$60.5K
|
-621
|
-3%
|
|
|
239
|
Fermata Advisors
Sonoma,
California
|
$1.87M
|
+$88K
|
+903
|
+5%
|
|
|
240
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.86M
|
-$1.42M
|
-14,535
|
-43%
|
|
|
241
|
Savvy Advisors Inc
New York
|
$1.85M
|
+$1.83M
|
+18,801
|
New
|
|
|
242
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.82M
|
+$1.8M
|
+18,484
|
New
|
|
|
243
|
MGO One Seven
Beachwood,
Ohio
|
$1.82M
|
-$2.14M
|
-21,987
|
-54%
|
|
|
244
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$1.8M
|
+$1.78M
|
+18,285
|
New
|
|
|
245
|
FOCUS Wealth Advisors
Houston,
Texas
|
$1.75M
|
+$93.2K
|
+957
|
+6%
|
|
|
246
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.72M
|
-$1.64M
|
-16,882
|
-49%
|
|
|
247
|
Stone Summit Wealth
Miami,
Florida
|
$1.72M
|
-$121K
|
-1,245
|
-7%
|
|
|
248
|
|
$1.7M
|
+$180K
|
+1,849
|
+12%
|
|
|
249
|
Sharper & Granite
El Segundo,
California
|
$1.68M
|
-$293K
|
-3,005
|
-15%
|
|
|
250
|
Roundview Capital
Princeton,
New Jersey
|
$1.64M
|
-$67.8K
|
-696
|
-4%
|
|
