|
401
|
Cordant Inc
Portland,
Oregon
|
$19.7M
|
-$1.18M
|
-5,671
|
-6%
|
|
|
402
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$19.6M
|
+$259K
|
+1,244
|
+1%
|
|
|
403
|
Waverly Advisors
Birmingham,
Alabama
|
$19.5M
|
+$5.94M
|
+28,486
|
+47%
|
|
|
404
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$19.5M
|
+$132K
|
+633
|
+0.7%
|
|
|
405
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$19.3M
|
+$41.9K
|
+201
|
+0.2%
|
|
|
406
|
Frank Rimerman Advisors
Palo Alto,
California
|
$19.3M
|
+$9.25M
|
+44,354
|
+103%
|
|
|
407
|
First Western Trust Bank
Denver,
Colorado
|
$19.2M
|
–
|
–
|
–
|
|
|
408
|
Rockbridge Investment Management
Syracuse,
New York
|
$19.1M
|
-$402K
|
-1,926
|
-2%
|
|
|
409
|
Roundview Capital
Princeton,
New Jersey
|
$19M
|
+$254K
|
+1,217
|
+1%
|
|
|
410
|
Geneos Wealth Management
Englewood,
Colorado
|
$19M
|
-$2.47M
|
-11,824
|
-12%
|
|
|
411
|
M&T Bank
Buffalo,
New York
|
$18.9M
|
-$454K
|
-2,176
|
-2%
|
|
|
412
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$18.6M
|
+$45.5K
|
+218
|
+0.3%
|
|
|
413
|
Everhart Financial Group
Dublin,
Ohio
|
$18.6M
|
+$256K
|
+1,228
|
+1%
|
|
|
414
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$18.5M
|
+$761K
|
+3,648
|
+5%
|
|
|
415
|
Cozad Asset Management
Champaign,
Illinois
|
$18.5M
|
+$127K
|
+610
|
+0.7%
|
|
|
416
|
Northwest Wealth Management
Spencer,
Iowa
|
$18.4M
|
+$835K
|
+4,004
|
+5%
|
|
|
417
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$18.4M
|
-$5.33M
|
-25,540
|
-23%
|
|
|
418
|
Starfox Financial Services
The Woodlands,
Texas
|
$18.4M
|
-$84.1K
|
-403
|
-0.5%
|
|
|
419
|
Clarity Wealth Advisors
San Jose,
California
|
$18.2M
|
+$478K
|
+2,294
|
+3%
|
|
|
420
|
|
$18.1M
|
+$8.72M
|
+41,825
|
+103%
|
|
|
421
|
Kestra Private Wealth Services
Austin,
Texas
|
$18M
|
+$369K
|
+1,767
|
+2%
|
|
|
422
|
Mutual Advisors
Omaha,
Nebraska
|
$18M
|
+$740K
|
+3,550
|
+5%
|
|
|
423
|
Latigo Investments
Fort Lauderdale,
Florida
|
$17.8M
|
–
|
–
|
–
|
|
|
424
|
Liberty Capital Management
Birmingham,
Michigan
|
$17.8M
|
+$2.16M
|
+10,373
|
+15%
|
|
|
425
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$17.6M
|
-$423K
|
-2,029
|
-2%
|
|
