|
201
|
Gould Asset Management
Claremont,
California
|
$4.83M
|
-$1.25M
|
-24,885
|
-21%
|
|
|
202
|
Fiduciary Trust
Boston,
Massachusetts
|
$4.78M
|
-$55K
|
-1,092
|
-1%
|
|
|
203
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$4.75M
|
-$133K
|
-2,650
|
-3%
|
|
|
204
|
Hutchinson Capital Management
San Rafael,
California
|
$4.64M
|
+$196K
|
+3,902
|
+4%
|
|
|
205
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$4.62M
|
+$862K
|
+17,132
|
+23%
|
|
|
206
|
Cary Street Partners
Richmond,
Virginia
|
$4.62M
|
+$1.33M
|
+26,462
|
+41%
|
|
|
207
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$4.62M
|
+$79.8K
|
+1,586
|
+2%
|
|
|
208
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.58M
|
-$164K
|
-3,252
|
-3%
|
|
|
209
|
Brown Wealth Management
Naperville,
Illinois
|
$4.53M
|
+$1.15M
|
+22,882
|
+34%
|
|
|
210
|
One Capital Management
Westlake Village,
California
|
$4.43M
|
-$419K
|
-8,318
|
-9%
|
|
|
211
|
Ames National Corp
Ames,
Iowa
|
$4.42M
|
+$30.9K
|
+614
|
+0.7%
|
|
|
212
|
Richmond Brothers
Jackson,
Michigan
|
$4.39M
|
-$1.82M
|
-36,078
|
-29%
|
|
|
213
|
Farther Finance Advisors
San Francisco,
California
|
$4.38M
|
+$1.34M
|
+26,686
|
+45%
|
|
|
214
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.36M
|
+$3.29M
|
+65,413
|
+317%
|
|
|
215
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.33M
|
-$19.6K
|
-389
|
-0.5%
|
|
|
216
|
Squire Investment Management Company
Orem,
Utah
|
$4.27M
|
+$318K
|
+6,319
|
+8%
|
|
|
217
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$4.22M
|
-$68.7K
|
-1,365
|
-2%
|
|
|
218
|
Aspiriant LLC
Los Angeles,
California
|
$4.18M
|
+$45.2K
|
+898
|
+1%
|
|
|
219
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$4.18M
|
-$2.48M
|
-49,353
|
-37%
|
|
|
220
|
My Personal CFO LLC
Vancouver,
Washington
|
$4.18M
|
+$4.16M
|
+82,592
|
New
|
|
|
221
|
XY Planning Network
Bozeman,
Montana
|
$4.17M
|
–
|
–
|
–
|
|
|
222
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$4.15M
|
-$20.8M
|
-413,231
|
-83%
|
|
|
223
|
Lido Advisors
Los Angeles,
California
|
$4.15M
|
+$376K
|
+7,470
|
+10%
|
|
|
224
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$4.12M
|
+$37.2K
|
+739
|
+0.9%
|
|
|
225
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$4.07M
|
+$38.2K
|
+759
|
+1%
|
|
