|
326
|
Note Advisors
Buffalo,
New York
|
$5.4M
|
+$796K
|
+8,852
|
+18%
|
|
|
327
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.39M
|
+$210K
|
+2,335
|
+4%
|
|
|
328
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.39M
|
-$1.31M
|
-14,572
|
-19%
|
|
|
329
|
Whittier Trust
South Pasadena,
California
|
$5.34M
|
+$71.9K
|
+800
|
+1%
|
|
|
330
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$5.33M
|
+$891K
|
+9,914
|
+20%
|
|
|
331
|
Everhart Financial Group
Dublin,
Ohio
|
$5.32M
|
+$665K
|
+7,398
|
+14%
|
|
|
332
|
Crewe Advisors
Salt Lake City,
Utah
|
$5.32M
|
+$377K
|
+4,196
|
+7%
|
|
|
333
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.29M
|
-$135K
|
-1,498
|
-2%
|
|
|
334
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.28M
|
-$570K
|
-6,344
|
-10%
|
|
|
335
|
SG Americas Securities
New York
|
$5.2M
|
-$855K
|
-9,510
|
-14%
|
|
|
336
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$5.18M
|
+$5.12M
|
+56,994
|
New
|
|
|
337
|
Rakuten Investment Management
Tokyo,
Japan
|
$5.17M
|
–
|
–
|
–
|
|
|
338
|
VeraBank
Henderson,
Texas
|
$5.17M
|
+$187K
|
+2,077
|
+4%
|
|
|
339
|
Balanced Wealth Group
Westlake,
Ohio
|
$5.14M
|
+$82.5K
|
+918
|
+2%
|
|
|
340
|
Human Investing
Lake Oswego,
Oregon
|
$5.11M
|
+$162K
|
+1,798
|
+3%
|
|
|
341
|
Klingman & Associates
New York
|
$5.1M
|
+$196K
|
+2,184
|
+4%
|
|
|
342
|
Cresset Asset Management
Chicago,
Illinois
|
$5.08M
|
+$982K
|
+10,922
|
+24%
|
|
|
343
|
Advisory Services Network
Atlanta,
Georgia
|
$5.02M
|
+$206K
|
+2,294
|
+4%
|
|
|
344
|
Traveka Wealth
Los Altos,
California
|
$5M
|
-$1.26K
|
-14
|
-0%
|
|
|
345
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$4.97M
|
+$25.3K
|
+281
|
+0.5%
|
|
|
346
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$4.89M
|
-$2.81M
|
-31,238
|
-36%
|
|
|
347
|
Patton Fund Management
Dallas,
Texas
|
$4.89M
|
+$850K
|
+9,455
|
+21%
|
|
|
348
|
REDW Wealth
Albuquerque,
New Mexico
|
$4.72M
|
-$76.4K
|
-850
|
-2%
|
|
|
349
|
SVRN Asset Management
Austin,
Texas
|
$4.71M
|
+$4.79M
|
+53,254
|
New
|
|
|
350
|
&Partners
Nashville,
Tennessee
|
$4.68M
|
+$1.42M
|
+15,768
|
+42%
|
|
