|
201
|
First American Trust
Santa Ana,
California
|
$4.13M
|
-$249K
|
-5,078
|
-6%
|
|
|
202
|
Webster Bank
Waterbury,
Connecticut
|
$4.08M
|
+$271K
|
+5,531
|
+7%
|
|
|
203
|
Passive Capital Management
Baltimore,
Maryland
|
$4.07M
|
+$7.61K
|
+155
|
+0.2%
|
|
|
204
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.97M
|
-$308K
|
-6,278
|
-7%
|
|
|
205
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.94M
|
+$683K
|
+13,905
|
+21%
|
|
|
206
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.91M
|
+$2.14M
|
+43,680
|
+126%
|
|
|
207
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$3.88M
|
+$1.53M
|
+31,090
|
+67%
|
|
|
208
|
Asset Allocation Strategies
Farmington,
Michigan
|
$3.86M
|
-$593K
|
-12,080
|
-13%
|
|
|
209
|
Squire Investment Management Company
Orem,
Utah
|
$3.86M
|
+$401K
|
+8,174
|
+12%
|
|
|
210
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$3.86M
|
+$86.3K
|
+1,759
|
+2%
|
|
|
211
|
Financial Advocates Investment Management
Olympia,
Washington
|
$3.79M
|
+$3.73M
|
+75,989
|
New
|
|
|
212
|
AQR Capital Management
Greenwich,
Connecticut
|
$3.76M
|
+$49
|
+1
|
+0%
|
|
|
213
|
Avantax Advisory Services
Dallas,
Texas
|
$3.75M
|
+$1.02M
|
+20,861
|
+38%
|
|
|
214
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$3.73M
|
+$41.7K
|
+850
|
+1%
|
|
|
215
|
Private Client Services
Louisville,
Kentucky
|
$3.71M
|
+$3.65M
|
+74,371
|
New
|
|
|
216
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$3.63M
|
+$60K
|
+1,222
|
+2%
|
|
|
217
|
RAM Investment Partners
Bellevue,
Washington
|
$3.58M
|
+$110K
|
+2,232
|
+3%
|
|
|
218
|
Manuka Financial
Richmond,
Virginia
|
$3.56M
|
+$3.5M
|
+71,356
|
New
|
|
|
219
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$3.56M
|
-$315K
|
-6,427
|
-8%
|
|
|
220
|
US Bancorp
Minneapolis,
Minnesota
|
$3.54M
|
-$474K
|
-9,650
|
-12%
|
|
|
221
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$3.54M
|
+$3.48M
|
+70,872
|
New
|
|
|
222
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$3.5M
|
-$205K
|
-4,170
|
-6%
|
|
|
223
|
Tradewinds LLC
Raleigh,
North Carolina
|
$3.42M
|
-$698K
|
-14,212
|
-17%
|
|
|
224
|
Diversify Wealth Management
Sandy,
Utah
|
$3.4M
|
-$775K
|
-15,785
|
-19%
|
|
|
225
|
Private Wealth Management Group
Princeton,
New Jersey
|
$3.4M
|
-$203K
|
-4,138
|
-6%
|
|
