|
226
|
Bath Savings Trust
Bath,
Maine
|
$4.69M
|
-$973K
|
-12,650
|
-17%
|
|
|
227
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$4.68M
|
+$4.64M
|
+60,411
|
New
|
|
|
228
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$4.67M
|
+$233K
|
+3,034
|
+5%
|
|
|
229
|
Global Retirement Partners
San Rafael,
California
|
$4.67M
|
+$16.1K
|
+210
|
+0.4%
|
|
|
230
|
Van Strum & Towne
San Francisco,
California
|
$4.58M
|
-$32.7K
|
-425
|
-0.7%
|
|
|
231
|
Telos Capital Management
San Diego,
California
|
$4.52M
|
+$39.4K
|
+512
|
+0.9%
|
|
|
232
|
Montag & Associates
Atlanta,
Georgia
|
$4.52M
|
-$1.14M
|
-14,856
|
-20%
|
|
|
233
|
Bull Street Advisors
Savannah,
Georgia
|
$4.51M
|
-$275K
|
-3,580
|
-6%
|
|
|
234
|
TPG Financial Advisors
Portland,
Oregon
|
$4.48M
|
-$4.13M
|
-53,674
|
-48%
|
|
|
235
|
O'Rourke & Company
Boston,
Massachusetts
|
$4.45M
|
-$1.01M
|
-13,154
|
-19%
|
|
|
236
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$4.42M
|
-$94.8K
|
-1,233
|
-2%
|
|
|
237
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$4.4M
|
-$535K
|
-6,960
|
-11%
|
|
|
238
|
SageView Advisory Group
Newport Beach,
California
|
$4.4M
|
+$4.36M
|
+56,762
|
New
|
|
|
239
|
HeadInvest LLC
Portland,
Maine
|
$4.39M
|
-$691K
|
-8,990
|
-14%
|
|
|
240
|
ALPS Advisors
Denver,
Colorado
|
$4.35M
|
+$15K
|
+195
|
+0.3%
|
|
|
241
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$4.26M
|
+$104K
|
+1,358
|
+3%
|
|
|
242
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$4.23M
|
–
|
–
|
–
|
|
|
243
|
Financial Advocates Investment Management
Olympia,
Washington
|
$4.12M
|
+$460K
|
+5,987
|
+13%
|
|
|
244
|
Steward Partners Investment Advisory
New York
|
$4.07M
|
-$10M
|
-130,201
|
-71%
|
|
|
245
|
Corient Private Wealth
Miami,
Florida
|
$4.05M
|
+$4.02M
|
+52,267
|
New
|
|
|
246
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$4.02M
|
-$484K
|
-6,297
|
-11%
|
|
|
247
|
Virtue Capital Management
Brentwood,
Tennessee
|
$3.93M
|
+$2.49M
|
+32,347
|
+176%
|
|
|
248
|
Cetera Advisors
Denver,
Colorado
|
$3.87M
|
+$263K
|
+3,420
|
+7%
|
|
|
249
|
Berkeley Capital Partners
Milton,
Georgia
|
$3.87M
|
-$18.1M
|
-235,721
|
-83%
|
|
|
250
|
Advisory Research
Chicago,
Illinois
|
$3.87M
|
–
|
–
|
–
|
|
