|
426
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.21M
|
+$3.09K
|
+29
|
+0.3%
|
|
|
427
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.21M
|
-$136K
|
-1,278
|
-10%
|
|
|
428
|
D.J. St. Germain
Springfield,
Massachusetts
|
$1.17M
|
+$112K
|
+1,048
|
+11%
|
|
|
429
|
Jasper Ridge Partners
Menlo Park,
California
|
$1.17M
|
-$270K
|
-2,535
|
-19%
|
|
|
430
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$1.17M
|
–
|
–
|
–
|
|
|
431
|
Nuveen
Charlotte,
North Carolina
|
$1.16M
|
+$1.16M
|
+10,908
|
New
|
|
|
432
|
Orin Green Financial
San Diego,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
433
|
Foronjy Financial
Santa Barbara,
California
|
$1.13M
|
-$761K
|
-7,151
|
-40%
|
|
|
434
|
Joel Adams & Associates
Asheville,
North Carolina
|
$1.12M
|
+$281K
|
+2,643
|
+33%
|
|
|
435
|
Timonier Family Office
Winston Salem,
North Carolina
|
$1.12M
|
+$1.12M
|
+10,526
|
New
|
|
|
436
|
KeyBank National Association
Cleveland,
Ohio
|
$1.12M
|
+$224K
|
+2,100
|
+25%
|
|
|
437
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.12M
|
+$747K
|
+7,018
|
+201%
|
|
|
438
|
Tompkins Financial
Ithaca,
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
439
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.11M
|
–
|
–
|
–
|
|
|
440
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.11M
|
-$159K
|
-1,490
|
-12%
|
|
|
441
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.11M
|
-$33.2K
|
-312
|
-3%
|
|
|
442
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$1.11M
|
+$23.4K
|
+220
|
+2%
|
|
|
443
|
&Partners
Nashville,
Tennessee
|
$1.1M
|
+$464K
|
+4,362
|
+73%
|
|
|
444
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$1.1M
|
–
|
–
|
–
|
|
|
445
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$1.09M
|
–
|
–
|
–
|
|
|
446
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.08M
|
+$106
|
+1
|
+0%
|
|
|
447
|
Peak Wealth Management
Nashua,
New Hampshire
|
$1.08M
|
-$216K
|
-2,033
|
-17%
|
|
|
448
|
Sonata Capital Group
Seattle,
Washington
|
$1.07M
|
-$10.6K
|
-100
|
-1%
|
|
|
449
|
Gould Asset Management
Claremont,
California
|
$1.07M
|
+$34.1K
|
+320
|
+3%
|
|
|
450
|
Silver Grove Financial Group
Orchard Park,
New York
|
$1.07M
|
+$134K
|
+1,257
|
+14%
|
|
