|
251
|
Roundview Capital
Princeton,
New Jersey
|
$2.94M
|
+$198K
|
+4,035
|
+7%
|
|
|
252
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.92M
|
-$603K
|
-12,283
|
-17%
|
|
|
253
|
Seven Post Investment Office
San Francisco,
California
|
$2.87M
|
-$564K
|
-11,483
|
-17%
|
|
|
254
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$2.87M
|
+$228K
|
+4,641
|
+9%
|
|
|
255
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.85M
|
+$165K
|
+3,353
|
+6%
|
|
|
256
|
Atria Investments
Charlotte,
North Carolina
|
$2.83M
|
+$1.19M
|
+24,191
|
+74%
|
|
|
257
|
Sage Rhino Capital
Menlo Park,
California
|
$2.83M
|
-$13.1K
|
-266
|
-0.5%
|
|
|
258
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.82M
|
+$80.7K
|
+1,644
|
+3%
|
|
|
259
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.79M
|
+$1.49M
|
+30,395
|
+120%
|
|
|
260
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$2.77M
|
+$131K
|
+2,671
|
+5%
|
|
|
261
|
Chesley Taft & Associates
Chicago,
Illinois
|
$2.76M
|
+$410K
|
+8,350
|
+18%
|
|
|
262
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.76M
|
-$45.8K
|
-933
|
-2%
|
|
|
263
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$2.75M
|
-$827K
|
-16,857
|
-23%
|
|
|
264
|
Altiora Financial Group
Lebanon,
Ohio
|
$2.74M
|
-$132K
|
-2,692
|
-5%
|
|
|
265
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$2.73M
|
+$157K
|
+3,201
|
+6%
|
|
|
266
|
GWN Securities
Palm Beach Gardens,
Florida
|
$2.72M
|
+$2.35M
|
+47,890
|
+705%
|
|
|
267
|
Sharper & Granite
El Segundo,
California
|
$2.71M
|
+$290K
|
+5,905
|
+12%
|
|
|
268
|
SpringVest Wealth Management
Dallas,
Texas
|
$2.71M
|
+$219K
|
+4,466
|
+9%
|
|
|
269
|
William Blair & Company
Chicago,
Illinois
|
$2.66M
|
+$591K
|
+12,032
|
+29%
|
|
|
270
|
Monarch Capital Management
Fort Wayne,
Indiana
|
$2.63M
|
-$58.1K
|
-1,183
|
-2%
|
|
|
271
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.63M
|
-$687
|
-14
|
-0%
|
|
|
272
|
IFG Advisory
Atlanta,
Georgia
|
$2.59M
|
+$2.32M
|
+47,337
|
+1,039%
|
|
|
273
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.54M
|
-$40.4K
|
-823
|
-2%
|
|
|
274
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$2.53M
|
+$118K
|
+2,396
|
+5%
|
|
|
275
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$2.51M
|
+$253K
|
+5,149
|
+11%
|
|
