|
326
|
Brucke Financial
Indianapolis,
Indiana
|
$4.96M
|
+$1.4M
|
+23,812
|
+39%
|
|
|
327
|
Perigon Wealth Management
San Francisco,
California
|
$4.93M
|
-$356K
|
-6,063
|
-7%
|
|
|
328
|
CWC Advisors
Lake Oswego,
Oregon
|
$4.93M
|
+$199K
|
+3,391
|
+4%
|
|
|
329
|
Journey Advisory Group
Covington,
Kentucky
|
$4.87M
|
-$1.68M
|
-28,619
|
-26%
|
|
|
330
|
Whittier Trust
South Pasadena,
California
|
$4.86M
|
+$145K
|
+2,478
|
+3%
|
|
|
331
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$4.75M
|
+$274K
|
+4,670
|
+6%
|
|
|
332
|
Boston Family Office
Boston,
Massachusetts
|
$4.74M
|
+$594K
|
+10,125
|
+14%
|
|
|
333
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$4.74M
|
-$36.7K
|
-625
|
-0.8%
|
|
|
334
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.69M
|
+$1.56M
|
+26,598
|
+50%
|
|
|
335
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$4.65M
|
+$293K
|
+4,986
|
+7%
|
|
|
336
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$4.61M
|
-$223K
|
-3,800
|
-5%
|
|
|
337
|
Oppenheimer & Co
New York
|
$4.61M
|
+$244K
|
+4,152
|
+6%
|
|
|
338
|
Belpointe Asset Management
Reno,
Nevada
|
$4.54M
|
+$310K
|
+5,282
|
+7%
|
|
|
339
|
MCF Advisors
Covington,
Kentucky
|
$4.52M
|
-$352K
|
-5,992
|
-7%
|
|
|
340
|
Koshinski Asset Management
Decatur,
Illinois
|
$4.5M
|
+$663K
|
+11,298
|
+17%
|
|
|
341
|
Truepoint Inc
Cincinnati,
Ohio
|
$4.5M
|
+$71.4K
|
+1,216
|
+2%
|
|
|
342
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$4.5M
|
+$426K
|
+7,265
|
+10%
|
|
|
343
|
Prospera Financial Services
Dallas,
Texas
|
$4.5M
|
+$4.51M
|
+76,798
|
New
|
|
|
344
|
CBM Financial
Austin,
Texas
|
$4.48M
|
+$157K
|
+2,681
|
+4%
|
|
|
345
|
Impact Investors
San Francisco,
California
|
$4.47M
|
+$884K
|
+15,058
|
+25%
|
|
|
346
|
GeoWealth Management
Chicago,
Illinois
|
$4.43M
|
+$1.99M
|
+33,858
|
+81%
|
|
|
347
|
HB Wealth Management
Atlanta,
Georgia
|
$4.38M
|
-$1.08M
|
-18,364
|
-20%
|
|
|
348
|
Arvest Investments
Lowell,
Arkansas
|
$4.37M
|
+$95.7K
|
+1,631
|
+2%
|
|
|
349
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.35M
|
+$1.21M
|
+20,559
|
+38%
|
|
|
350
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$4.33M
|
-$7.96M
|
-135,658
|
-65%
|
|
