|
226
|
SigFig Wealth Management
San Francisco,
California
|
$3.23M
|
+$81.5K
|
+738
|
+3%
|
|
|
227
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.22M
|
+$270K
|
+2,447
|
+9%
|
|
|
228
|
James Investment Research
Alpha,
Ohio
|
$3.14M
|
-$121K
|
-1,099
|
-4%
|
|
|
229
|
Samalin Investment Counsel
Chappaqua,
New York
|
$3.13M
|
+$299K
|
+2,703
|
+11%
|
|
|
230
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.12M
|
-$75.2K
|
-681
|
-2%
|
|
|
231
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.07M
|
+$9.5K
|
+86
|
+0.3%
|
|
|
232
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.05M
|
-$40.3K
|
-365
|
-1%
|
|
|
233
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$3.01M
|
+$241K
|
+2,184
|
+9%
|
|
|
234
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$3M
|
+$74.6K
|
+675
|
+3%
|
|
|
235
|
United Services Automobile Association
San Antonio,
Texas
|
$3M
|
+$301K
|
+2,725
|
+11%
|
|
|
236
|
MAI Capital Management
Independence,
Ohio
|
$2.95M
|
+$1.53M
|
+13,814
|
+109%
|
|
|
237
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$2.94M
|
+$33.7K
|
+305
|
+1%
|
|
|
238
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$2.87M
|
+$161K
|
+1,457
|
+6%
|
|
|
239
|
Calton & Associates
Tampa,
Florida
|
$2.82M
|
+$1.02M
|
+9,224
|
+57%
|
|
|
240
|
Ameraudi Asset Management
New York
|
$2.81M
|
-$159K
|
-1,440
|
-5%
|
|
|
241
|
Scratch Capital
Boise,
Idaho
|
$2.81M
|
–
|
–
|
–
|
|
|
242
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.8M
|
-$95.8K
|
-867
|
-3%
|
|
|
243
|
Cordant Inc
Portland,
Oregon
|
$2.78M
|
+$172K
|
+1,555
|
+7%
|
|
|
244
|
Private Advisory Group
Redmond,
Washington
|
$2.78M
|
+$352K
|
+3,187
|
+15%
|
|
|
245
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.77M
|
+$77.9K
|
+705
|
+3%
|
|
|
246
|
Lyell Wealth Management
Menlo Park,
California
|
$2.75M
|
+$50.8K
|
+460
|
+2%
|
|
|
247
|
Hughes Financial Services
Herndon,
Virginia
|
$2.58M
|
+$137K
|
+1,244
|
+6%
|
|
|
248
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$2.51M
|
+$1.96M
|
+17,738
|
+370%
|
|
|
249
|
Retirement Capital Strategies
San Jose,
California
|
$2.5M
|
-$30.9K
|
-280
|
-1%
|
|
|
250
|
Farther Finance Advisors
San Francisco,
California
|
$2.5M
|
-$124K
|
-1,118
|
-5%
|
|
