|
226
|
Curi RMB Capital
Chicago,
Illinois
|
$14.9M
|
+$842K
|
+10,629
|
+6%
|
|
|
227
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$14.9M
|
+$2.15M
|
+27,146
|
+16%
|
|
|
228
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$14.9M
|
-$956K
|
-12,071
|
-6%
|
|
|
229
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$14.9M
|
+$1.44M
|
+18,191
|
+10%
|
|
|
230
|
Allen Investment Management
New York
|
$14.8M
|
-$77K
|
-972
|
-0.5%
|
|
|
231
|
Atria Wealth Solutions
New York
|
$14.6M
|
+$206K
|
+2,604
|
+1%
|
|
|
232
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$14.5M
|
+$5.62K
|
+71
|
+0%
|
|
|
233
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$14.3M
|
-$220K
|
-2,772
|
-1%
|
|
|
234
|
Hantz Financial Services
Southfield,
Michigan
|
$14.2M
|
-$248K
|
-3,132
|
-2%
|
|
|
235
|
Litman Gregory Wealth Management
Larkspur,
California
|
$14.1M
|
-$478K
|
-6,030
|
-3%
|
|
|
236
|
Evercore Wealth Management
New York
|
$14M
|
-$483K
|
-6,105
|
-3%
|
|
|
237
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$13.9M
|
+$465K
|
+5,871
|
+3%
|
|
|
238
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$13.9M
|
-$79.3K
|
-1,001
|
-0.5%
|
|
|
239
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$13.8M
|
+$14.2M
|
+178,950
|
+4,799%
|
|
|
240
|
F/M Investments
Washington,
District of Columbia
|
$13.7M
|
-$7.99M
|
-100,883
|
-36%
|
|
|
241
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$13.7M
|
-$262K
|
-3,304
|
-2%
|
|
|
242
|
HB Wealth Management
Atlanta,
Georgia
|
$13.7M
|
-$2.46K
|
-31
|
-0%
|
|
|
243
|
Fort Point Capital Partners
San Francisco,
California
|
$13.7M
|
-$1.24M
|
-15,600
|
-8%
|
|
|
244
|
Marquette Associates
Chicago,
Illinois
|
$13.5M
|
+$294K
|
+3,707
|
+2%
|
|
|
245
|
CIBC World Markets
New York
|
$13.5M
|
+$267K
|
+3,374
|
+2%
|
|
|
246
|
ANB Bank
Denver,
Colorado
|
$13.4M
|
+$14M
|
+176,975
|
New
|
|
|
247
|
Venturi Wealth Management
Austin,
Texas
|
$13.4M
|
+$255K
|
+3,220
|
+2%
|
|
|
248
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$13.3M
|
-$1M
|
-12,658
|
-7%
|
|
|
249
|
MCF Advisors
Covington,
Kentucky
|
$13.2M
|
+$107K
|
+1,347
|
+0.8%
|
|
|
250
|
Oxford Financial Group
Carmel,
Indiana
|
$13.1M
|
+$280K
|
+3,535
|
+2%
|
|
