|
226
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$5.46M
|
-$259K
|
-5,225
|
-4%
|
|
|
227
|
Empirical Finance
Havertown,
Pennsylvania
|
$5.46M
|
–
|
–
|
–
|
|
|
228
|
Israel Discount Bank of New York
New York
|
$5.45M
|
+$1.43M
|
+28,791
|
+34%
|
|
|
229
|
D. Scott Neal
Lexington,
Kentucky
|
$5.28M
|
-$872K
|
-17,606
|
-14%
|
|
|
230
|
Roundview Capital
Princeton,
New Jersey
|
$5.27M
|
-$78.3K
|
-1,581
|
-1%
|
|
|
231
|
Nova R Wealth
Overland Park,
Kansas
|
$5.24M
|
+$377K
|
+7,604
|
+8%
|
|
|
232
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$5.2M
|
+$5.36M
|
+108,120
|
New
|
|
|
233
|
Freedom Investment Management
Hartford,
Connecticut
|
$5.18M
|
-$206K
|
-4,151
|
-4%
|
|
|
234
|
Leeward Financial Partners
Bellevue,
Washington
|
$5.13M
|
+$246K
|
+4,962
|
+5%
|
|
|
235
|
Disciplined Investments
Tulsa,
Oklahoma
|
$5.06M
|
+$146K
|
+2,937
|
+3%
|
|
|
236
|
Nomura Asset Management
Tokyo,
Japan
|
$5.04M
|
+$107K
|
+2,165
|
+2%
|
|
|
237
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$5.03M
|
-$165K
|
-3,334
|
-3%
|
|
|
238
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$5.02M
|
-$129K
|
-2,612
|
-2%
|
|
|
239
|
HM Payson & Co
Portland,
Maine
|
$4.96M
|
+$2.64M
|
+53,363
|
+107%
|
|
|
240
|
JT Stratford LLC
Gainesville,
Georgia
|
$4.95M
|
+$230K
|
+4,637
|
+5%
|
|
|
241
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.95M
|
+$398K
|
+8,029
|
+8%
|
|
|
242
|
AE Wealth Management
Topeka,
Kansas
|
$4.93M
|
-$12.1M
|
-243,636
|
-70%
|
|
|
243
|
Wealth Architects
Mountain View,
California
|
$4.92M
|
-$191K
|
-3,864
|
-4%
|
|
|
244
|
Veritable
Wilmington,
Delaware
|
$4.91M
|
-$2.96M
|
-59,795
|
-37%
|
|
|
245
|
American Trust
Lexington,
Kentucky
|
$4.81M
|
+$3.88M
|
+78,407
|
+364%
|
|
|
246
|
Cardiff Park Advisors
Carlsbad,
California
|
$4.79M
|
+$7.78K
|
+157
|
+0.2%
|
|
|
247
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$4.77M
|
+$448K
|
+9,046
|
+10%
|
|
|
248
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$4.75M
|
+$192K
|
+3,876
|
+4%
|
|
|
249
|
Fort Point Capital Partners
San Francisco,
California
|
$4.68M
|
-$957K
|
-19,321
|
-17%
|
|
|
250
|
Westover Capital Advisors
Wilmington,
Delaware
|
$4.66M
|
-$25.8K
|
-521
|
-0.5%
|
|
