|
326
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.96M
|
+$304K
|
+5,217
|
+7%
|
|
|
327
|
CWC Advisors
Lake Oswego,
Oregon
|
$4.95M
|
+$50.9K
|
+873
|
+1%
|
|
|
328
|
Hancock Whitney
Gulfport,
Mississippi
|
$4.94M
|
-$165K
|
-2,825
|
-3%
|
|
|
329
|
Boston Family Office
Boston,
Massachusetts
|
$4.92M
|
+$213K
|
+3,652
|
+5%
|
|
|
330
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$4.92M
|
-$682K
|
-11,698
|
-12%
|
|
|
331
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$4.92M
|
+$4.93M
|
+84,513
|
New
|
|
|
332
|
Whittier Trust
South Pasadena,
California
|
$4.91M
|
+$64.8K
|
+1,112
|
+1%
|
|
|
333
|
BIP Wealth
Atlanta,
Georgia
|
$4.89M
|
+$1.98M
|
+33,918
|
+68%
|
|
|
334
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$4.86M
|
+$151K
|
+2,590
|
+3%
|
|
|
335
|
Perigon Wealth Management
San Francisco,
California
|
$4.81M
|
-$90.9K
|
-1,559
|
-2%
|
|
|
336
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.77M
|
+$295K
|
+5,056
|
+7%
|
|
|
337
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$4.77M
|
-$201K
|
-3,453
|
-4%
|
|
|
338
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$4.72M
|
+$470K
|
+8,068
|
+11%
|
|
|
339
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.72M
|
+$102K
|
+1,744
|
+2%
|
|
|
340
|
MCF Advisors
Covington,
Kentucky
|
$4.67M
|
+$186K
|
+3,184
|
+4%
|
|
|
341
|
Mather Group
Chicago,
Illinois
|
$4.66M
|
+$773K
|
+13,257
|
+20%
|
|
|
342
|
CBM Financial
Austin,
Texas
|
$4.65M
|
+$204K
|
+3,504
|
+5%
|
|
|
343
|
Thomas Story & Son
Culver,
Indiana
|
$4.59M
|
+$1.17M
|
+20,101
|
+34%
|
|
|
344
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$4.59M
|
+$466
|
+8
|
+0%
|
|
|
345
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$4.56M
|
+$467K
|
+8,013
|
+11%
|
|
|
346
|
Advisory Research
Chicago,
Illinois
|
$4.55M
|
+$502K
|
+8,606
|
+12%
|
|
|
347
|
Excelsior Advisor Network
Denver,
Colorado
|
$4.54M
|
+$914K
|
+15,676
|
+25%
|
|
|
348
|
Americana Partners
Houston,
Texas
|
$4.49M
|
+$4.5M
|
+77,161
|
New
|
|
|
349
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$4.48M
|
-$248K
|
-4,255
|
-5%
|
|
|
350
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.47M
|
+$143K
|
+2,457
|
+3%
|
|
