|
226
|
Middleton & Co
Boston,
Massachusetts
|
$5.21M
|
-$946K
|
-16,375
|
-15%
|
|
|
227
|
Seven Post Investment Office
San Francisco,
California
|
$5.2M
|
+$5.2M
|
+89,932
|
New
|
|
|
228
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5.16M
|
+$424K
|
+7,342
|
+9%
|
|
|
229
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5.11M
|
+$25.8K
|
+446
|
+0.5%
|
|
|
230
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.04M
|
+$3.53M
|
+61,094
|
+235%
|
|
|
231
|
Centurion Wealth Management
Mclean,
Virginia
|
$4.99M
|
+$4.98M
|
+86,287
|
New
|
|
|
232
|
Whittier Trust
South Pasadena,
California
|
$4.84M
|
-$820K
|
-14,194
|
-15%
|
|
|
233
|
Blackhawk Capital Partners
Thiensville,
Wisconsin
|
$4.78M
|
-$48.5K
|
-839
|
-1%
|
|
|
234
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$4.73M
|
-$487K
|
-8,432
|
-9%
|
|
|
235
|
Boston Family Office
Boston,
Massachusetts
|
$4.6M
|
+$960K
|
+16,610
|
+26%
|
|
|
236
|
Summit Trail Advisors
New York
|
$4.59M
|
+$4.59M
|
+79,405
|
New
|
|
|
237
|
Anchor Investment Management
Columbia,
South Carolina
|
$4.58M
|
+$162K
|
+2,800
|
+4%
|
|
|
238
|
Oppenheimer & Co
New York
|
$4.56M
|
+$270K
|
+4,667
|
+6%
|
|
|
239
|
InterOcean Capital Group
Nashville,
Tennessee
|
$4.55M
|
+$4.55M
|
+78,755
|
New
|
|
|
240
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.54M
|
-$819K
|
-14,175
|
-15%
|
|
|
241
|
Laidlaw Wealth Management
New York City,
New York
|
$4.49M
|
-$220K
|
-3,800
|
-5%
|
|
|
242
|
Tillman Hartley LLC
Denver,
Colorado
|
$4.4M
|
+$4.39M
|
+76,051
|
New
|
|
|
243
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.39M
|
-$167K
|
-2,884
|
-4%
|
|
|
244
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.34M
|
+$413K
|
+7,141
|
+11%
|
|
|
245
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$4.3M
|
+$434K
|
+7,512
|
+11%
|
|
|
246
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$4.2M
|
-$326K
|
-5,636
|
-7%
|
|
|
247
|
United Services Automobile Association
San Antonio,
Texas
|
$4.2M
|
-$1.19M
|
-20,545
|
-22%
|
|
|
248
|
Empowered Funds
Havertown,
Pennsylvania
|
$4.18M
|
-$442K
|
-7,648
|
-10%
|
|
|
249
|
Lido Advisors
Los Angeles,
California
|
$4.16M
|
-$1.35M
|
-23,446
|
-25%
|
|
|
250
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.15M
|
+$255K
|
+4,416
|
+7%
|
|
