|
226
|
Better Money Decisions
Santa Fe,
New Mexico
|
$5.03M
|
+$5.13M
|
+107,688
|
New
|
|
|
227
|
Israel Discount Bank of New York
New York
|
$5.02M
|
-$278K
|
-5,842
|
-5%
|
|
|
228
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$4.98M
|
+$1.1M
|
+23,061
|
+28%
|
|
|
229
|
Surience Private Wealth
Yakima,
Washington
|
$4.95M
|
+$483K
|
+10,142
|
+11%
|
|
|
230
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$4.93M
|
-$1.04M
|
-21,730
|
-17%
|
|
|
231
|
Mercer Global Advisors
Denver,
Colorado
|
$4.84M
|
+$3.6M
|
+75,548
|
+269%
|
|
|
232
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.84M
|
-$44.3K
|
-929
|
-0.9%
|
|
|
233
|
Bartlett & Co
Cincinnati,
Ohio
|
$4.8M
|
+$3.11M
|
+65,201
|
+173%
|
|
|
234
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$4.8M
|
+$3.11M
|
+65,201
|
+173%
|
|
|
235
|
Fortune 45 LLC
Gonzales,
Louisiana
|
$4.79M
|
+$187K
|
+3,924
|
+4%
|
|
|
236
|
Boston Family Office
Boston,
Massachusetts
|
$4.73M
|
-$966K
|
-20,272
|
-17%
|
|
|
237
|
Equitable Holdings
New York
|
$4.57M
|
-$1.29M
|
-27,149
|
-22%
|
|
|
238
|
Sovereign Financial Group
Stamford,
Connecticut
|
$4.54M
|
-$976K
|
-20,489
|
-17%
|
|
|
239
|
Caldwell Trust
Venice,
Florida
|
$4.46M
|
-$2.36M
|
-49,604
|
-34%
|
|
|
240
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$4.43M
|
-$2.92M
|
-61,200
|
-39%
|
|
|
241
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.41M
|
-$401K
|
-8,414
|
-8%
|
|
|
242
|
FIDELIS iM
Medford,
Oregon
|
$4.35M
|
+$541K
|
+11,362
|
+14%
|
|
|
243
|
TD Private Client Wealth
New York
|
$4.31M
|
+$607K
|
+12,731
|
+16%
|
|
|
244
|
Millennium Management
New York
|
$4.27M
|
+$1.73M
|
+36,396
|
+66%
|
|
|
245
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$4.27M
|
-$2.04M
|
-42,826
|
-32%
|
|
|
246
|
Arkos Global Advisors
Houston,
Texas
|
$4.27M
|
+$1.77M
|
+37,193
|
+69%
|
|
|
247
|
Meritas Wealth Management
Larkspur,
California
|
$4.22M
|
+$4.31M
|
+90,431
|
New
|
|
|
248
|
Belpointe Asset Management
Reno,
Nevada
|
$4.19M
|
-$9.36M
|
-196,418
|
-69%
|
|
|
249
|
Austin Asset Management
Austin,
Texas
|
$4.18M
|
–
|
–
|
–
|
|
|
250
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$4.18M
|
-$2.08M
|
-43,638
|
-33%
|
|
