|
351
|
Archvest Wealth Advisors
Concord,
California
|
$4.6M
|
+$4.63M
|
+56,887
|
New
|
|
|
352
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$4.57M
|
-$44.3K
|
-545
|
-1%
|
|
|
353
|
Orser Capital Management
Southlake,
Texas
|
$4.55M
|
+$656K
|
+8,060
|
+17%
|
|
|
354
|
Enstar Group
Hamilton,
Bermuda
|
$4.54M
|
–
|
–
|
–
|
|
|
355
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$4.53M
|
+$1.45M
|
+17,876
|
+47%
|
|
|
356
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$4.49M
|
+$25.2K
|
+310
|
+0.6%
|
|
|
357
|
Unison Advisors
Washington,
District of Columbia
|
$4.48M
|
-$284K
|
-3,495
|
-6%
|
|
|
358
|
Laidlaw Wealth Management
New York City,
New York
|
$4.47M
|
+$4.49M
|
+55,258
|
New
|
|
|
359
|
BHK Investment Advisors
Birmingham,
Alabama
|
$4.45M
|
-$89.6K
|
-1,102
|
-2%
|
|
|
360
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$4.42M
|
+$4.45M
|
+54,675
|
New
|
|
|
361
|
Freedom Investment Management
Hartford,
Connecticut
|
$4.34M
|
-$145K
|
-1,778
|
-3%
|
|
|
362
|
St. James Investment Advisors
Port Jefferson,
New York
|
$4.33M
|
+$4.36M
|
+53,635
|
New
|
|
|
363
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$4.33M
|
-$651
|
-8
|
-0%
|
|
|
364
|
180 Wealth Advisors
Federal Way,
Washington
|
$4.31M
|
-$126K
|
-1,553
|
-3%
|
|
|
365
|
HM Payson & Co
Portland,
Maine
|
$4.27M
|
+$541K
|
+6,647
|
+14%
|
|
|
366
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$4.18M
|
-$172K
|
-2,119
|
-4%
|
|
|
367
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.18M
|
-$1.5M
|
-18,407
|
-26%
|
|
|
368
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$4.17M
|
+$214K
|
+2,627
|
+5%
|
|
|
369
|
Endurance Wealth Management
Providence,
Rhode Island
|
$4.17M
|
+$19.9K
|
+245
|
+0.5%
|
|
|
370
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.14M
|
-$543K
|
-6,675
|
-12%
|
|
|
371
|
SVB Wealth
Boston,
Massachusetts
|
$4.13M
|
-$470K
|
-5,782
|
-10%
|
|
|
372
|
Sadoff Investment Management
Milwaukee,
Wisconsin
|
$3.99M
|
-$234K
|
-2,877
|
-6%
|
|
|
373
|
IFP Advisors
Tampa,
Florida
|
$3.96M
|
-$117K
|
-1,433
|
-3%
|
|
|
374
|
Cetera Advisors
Denver,
Colorado
|
$3.95M
|
+$382K
|
+4,694
|
+11%
|
|
|
375
|
Slow Capital
Greenbrae,
California
|
$3.93M
|
+$460K
|
+5,654
|
+13%
|
|
