|
251
|
Forum Private Client Group
Fishers,
Indiana
|
$300K
|
-$72.4K
|
-1,775
|
-20%
|
|
|
252
|
Aufman Associates
Sewickley,
Pennsylvania
|
$296K
|
+$3.31K
|
+81
|
+1%
|
|
|
253
|
Keel Point
Huntsville,
Alabama
|
$296K
|
+$38.1K
|
+935
|
+15%
|
|
|
254
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$290K
|
+$51.7K
|
+1,266
|
+22%
|
|
|
255
|
Heritage Financial Services
Westwood,
Massachusetts
|
$280K
|
–
|
–
|
–
|
|
|
256
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$277K
|
–
|
–
|
–
|
|
|
257
|
Towerpoint Wealth
Sacramento,
California
|
$277K
|
+$1.35K
|
+33
|
+0.5%
|
|
|
258
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$271K
|
–
|
–
|
–
|
|
|
259
|
Congress Wealth Management
Boston,
Massachusetts
|
$267K
|
-$20.8K
|
-510
|
-7%
|
|
|
260
|
Perigon Wealth Management
San Francisco,
California
|
$266K
|
–
|
–
|
–
|
|
|
261
|
Vise Technologies
New York
|
$260K
|
+$22.9K
|
+561
|
+10%
|
|
|
262
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$259K
|
+$255K
|
+6,255
|
New
|
|
|
263
|
L.J. Altfest & Co
New York
|
$256K
|
+$6.12K
|
+150
|
+2%
|
|
|
264
|
Sachetta
Lynnfield,
Massachusetts
|
$252K
|
+$2K
|
+49
|
+0.8%
|
|
|
265
|
Arrowroot Family Office
Marina Del Rey,
California
|
$250K
|
-$50.9K
|
-1,248
|
-17%
|
|
|
266
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$244K
|
+$240K
|
+5,891
|
New
|
|
|
267
|
Brookstone Capital Management
Wheaton,
Illinois
|
$239K
|
-$4.28K
|
-105
|
-2%
|
|
|
268
|
Hilltop Holdings
Dallas,
Texas
|
$237K
|
+$234K
|
+5,733
|
New
|
|
|
269
|
Leo Wealth LLC
Hurst,
Texas
|
$237K
|
+$234K
|
+5,726
|
New
|
|
|
270
|
Dock Street Asset Management
Palm Beach,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
271
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$228K
|
+$612
|
+15
|
+0.3%
|
|
|
272
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$226K
|
+$223K
|
+5,457
|
New
|
|
|
273
|
Symphony Financial
Houston,
Texas
|
$226K
|
+$223K
|
+5,457
|
New
|
|
|
274
|
Deltec Asset Management
New York
|
$224K
|
–
|
–
|
–
|
|
|
275
|
Csenge Advisory Group
Clearwater,
Florida
|
$218K
|
+$219K
|
+5,359
|
New
|
|
