|
276
|
SVB Wealth
Boston,
Massachusetts
|
$6.4M
|
-$897K
|
-10,441
|
-12%
|
|
|
277
|
KCM Investment Advisors
Greenbrae,
California
|
$6.36M
|
+$303K
|
+3,524
|
+5%
|
|
|
278
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$6.34M
|
-$1.17M
|
-13,621
|
-15%
|
|
|
279
|
|
$6.32M
|
-$9.12M
|
-106,098
|
-58%
|
|
|
280
|
Silver Oak Advisory Group
Portland,
Oregon
|
$6.31M
|
+$168K
|
+1,956
|
+3%
|
|
|
281
|
Plimoth Trust
Plymouth,
Massachusetts
|
$6.26M
|
-$59.5K
|
-692
|
-0.9%
|
|
|
282
|
Country Trust Bank
Bloomington,
Illinois
|
$6.26M
|
+$554K
|
+6,450
|
+9%
|
|
|
283
|
Fairview Capital Investment Management
Greenbrae,
California
|
$6.25M
|
+$468K
|
+5,447
|
+8%
|
|
|
284
|
Vestor Capital
Chicago,
Illinois
|
$6.24M
|
-$209K
|
-2,427
|
-3%
|
|
|
285
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$6.24M
|
-$50.8K
|
-591
|
-0.8%
|
|
|
286
|
Nissay Asset Management
Tokyo,
Japan
|
$6.22M
|
–
|
–
|
–
|
|
|
287
|
GW & Wade
Wellesley,
Massachusetts
|
$6.18M
|
-$100K
|
-1,165
|
-2%
|
|
|
288
|
Omega Financial Group
Santa Barbara,
California
|
$6.15M
|
+$588K
|
+6,847
|
+10%
|
|
|
289
|
Comprehensive Financial Management
Los Gatos,
California
|
$6.13M
|
–
|
–
|
–
|
|
|
290
|
Bayshore Asset Management
Coral Gables,
Florida
|
$6.09M
|
+$493K
|
+5,743
|
+8%
|
|
|
291
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$6.07M
|
+$74.3K
|
+865
|
+1%
|
|
|
292
|
Frontier Asset Management
Sheridan,
Wyoming
|
$6.06M
|
-$249K
|
-2,897
|
-4%
|
|
|
293
|
Neumann Capital Management
Foster City,
California
|
$6.05M
|
+$174K
|
+2,020
|
+3%
|
|
|
294
|
Total Wealth Planning
Cincinnati,
Ohio
|
$6.04M
|
+$169K
|
+1,963
|
+3%
|
|
|
295
|
Disciplined Investments
Tulsa,
Oklahoma
|
$6M
|
-$58.3K
|
-678
|
-0.9%
|
|
|
296
|
|
$5.97M
|
–
|
–
|
–
|
|
|
297
|
Cambridge Advisors
Omaha,
Nebraska
|
$5.94M
|
+$211K
|
+2,453
|
+4%
|
|
|
298
|
Magnolia Wealth Management
Dothan,
Alabama
|
$5.92M
|
+$261K
|
+3,036
|
+4%
|
|
|
299
|
Agilis Partners
Waltham,
Massachusetts
|
$5.91M
|
+$215K
|
+2,506
|
+4%
|
|
|
300
|
Allie Family Office
Miami,
Florida
|
$5.89M
|
+$662K
|
+7,701
|
+12%
|
|
