|
226
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.29M
|
-$61.9K
|
-323
|
-2%
|
|
|
227
|
Evercore Wealth Management
New York
|
$4.29M
|
–
|
–
|
–
|
|
|
228
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.21M
|
–
|
–
|
–
|
|
|
229
|
Adero Partners
Pleasanton,
California
|
$4.19M
|
–
|
–
|
–
|
|
|
230
|
Gainplan
Bloomfield Hills,
Michigan
|
$4.17M
|
+$196K
|
+1,025
|
+5%
|
|
|
231
|
Gradient Capital Advisors
San Diego,
California
|
$4.07M
|
+$51K
|
+266
|
+1%
|
|
|
232
|
Capital Planning
Bellevue,
Washington
|
$4.05M
|
+$352K
|
+1,837
|
+10%
|
|
|
233
|
Black Diamond Financial
Towson,
Maryland
|
$4.05M
|
+$4.41K
|
+23
|
+0.1%
|
|
|
234
|
Marietta Wealth Management
Marietta,
Georgia
|
$4.04M
|
-$135K
|
-703
|
-3%
|
|
|
235
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.92M
|
-$73.2K
|
-382
|
-2%
|
|
|
236
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.87M
|
+$484K
|
+2,527
|
+15%
|
|
|
237
|
Berkshire Money Management
Dalton,
Massachusetts
|
$3.85M
|
-$1.46M
|
-7,633
|
-29%
|
|
|
238
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$3.85M
|
-$155K
|
-810
|
-4%
|
|
|
239
|
Park Avenue Securities
New York
|
$3.84M
|
+$702K
|
+3,664
|
+24%
|
|
|
240
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$3.78M
|
+$362K
|
+1,890
|
+11%
|
|
|
241
|
IFG Advisory
Atlanta,
Georgia
|
$3.78M
|
+$424K
|
+2,211
|
+13%
|
|
|
242
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.75M
|
-$482K
|
-2,516
|
-12%
|
|
|
243
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$3.72M
|
-$42K
|
-219
|
-1%
|
|
|
244
|
EP Wealth Advisors
Torrance,
California
|
$3.69M
|
-$609M
|
-3,178,159
|
-100%
|
|
|
245
|
Commerce Bank
Kansas City,
Missouri
|
$3.67M
|
-$396K
|
-2,064
|
-10%
|
|
|
246
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.64M
|
-$81.3K
|
-424
|
-2%
|
|
|
247
|
One Capital Management
Westlake Village,
California
|
$3.61M
|
+$10.2K
|
+53
|
+0.3%
|
|
|
248
|
Warwick Investment Management
Bryan,
Texas
|
$3.6M
|
+$293K
|
+1,528
|
+9%
|
|
|
249
|
US Bancorp
Minneapolis,
Minnesota
|
$3.57M
|
-$235K
|
-1,224
|
-6%
|
|
|
250
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.49M
|
+$866K
|
+4,520
|
+36%
|
|
