|
301
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$4M
|
+$118K
|
+2,543
|
+3%
|
|
|
302
|
Calamos Wealth Management
Naperville,
Illinois
|
$3.99M
|
+$951K
|
+20,544
|
+29%
|
|
|
303
|
Asset Management Group
Stamford,
Connecticut
|
$3.97M
|
+$22.1K
|
+477
|
+0.5%
|
|
|
304
|
Parsec Financial Management
Asheville,
North Carolina
|
$3.96M
|
-$47.8K
|
-1,032
|
-1%
|
|
|
305
|
Security National Trust
Wheeling,
West Virginia
|
$3.9M
|
+$8.33K
|
+180
|
+0.2%
|
|
|
306
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.88M
|
+$20.5K
|
+442
|
+0.5%
|
|
|
307
|
Truepoint Inc
Cincinnati,
Ohio
|
$3.77M
|
+$3.84M
|
+82,865
|
+1,949%
|
|
|
308
|
Chevy Chase Trust
Bethesda,
Maryland
|
$3.76M
|
+$249K
|
+5,388
|
+7%
|
|
|
309
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$3.71M
|
+$111K
|
+2,401
|
+3%
|
|
|
310
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$3.69M
|
-$55K
|
-1,189
|
-1%
|
|
|
311
|
Boston Advisors
Boston,
Massachusetts
|
$3.58M
|
-$213K
|
-4,605
|
-5%
|
|
|
312
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$3.54M
|
+$573K
|
+12,370
|
+18%
|
|
|
313
|
Cliffwater
Marina Del Rey,
California
|
$3.54M
|
–
|
–
|
–
|
|
|
314
|
Addenda Capital
Montreal,
Quebec, Canada
|
$3.53M
|
–
|
–
|
–
|
|
|
315
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$3.5M
|
-$10.3K
|
-222
|
-0.3%
|
|
|
316
|
Parkside Advisors
Berkeley,
California
|
$3.44M
|
-$37.4K
|
-807
|
-1%
|
|
|
317
|
Tocqueville Asset Management
New York
|
$3.44M
|
+$332K
|
+7,165
|
+10%
|
|
|
318
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$3.43M
|
+$241K
|
+5,210
|
+7%
|
|
|
319
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$3.38M
|
+$12.6K
|
+273
|
+0.4%
|
|
|
320
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3.38M
|
-$259K
|
-5,597
|
-7%
|
|
|
321
|
Alexandria Capital
Arlington,
Virginia
|
$3.38M
|
-$602
|
-13
|
-0%
|
|
|
322
|
EFG Asset Management (Americas)
Miami,
Florida
|
$3.36M
|
+$821K
|
+17,730
|
+30%
|
|
|
323
|
Bailard
Foster City,
California
|
$3.33M
|
-$554K
|
-11,960
|
-13%
|
|
|
324
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.31M
|
+$516K
|
+11,155
|
+17%
|
|
|
325
|
Paloma Partners
Greenwich,
Connecticut
|
$3.28M
|
-$4.47M
|
-96,561
|
-56%
|
|
