|
301
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$851K
|
–
|
–
|
–
|
|
|
302
|
Aureus Asset Management
Boston,
Massachusetts
|
$846K
|
+$175K
|
+669
|
+29%
|
|
|
303
|
KCM Investment Advisors
Greenbrae,
California
|
$842K
|
–
|
–
|
–
|
|
|
304
|
BCS Wealth Management
Johnson City,
Tennessee
|
$834K
|
+$28.8K
|
+110
|
+4%
|
|
|
305
|
Brown Advisory
Baltimore,
Maryland
|
$833K
|
+$282K
|
+1,080
|
+59%
|
|
|
306
|
AE Wealth Management
Topeka,
Kansas
|
$827K
|
+$206K
|
+787
|
+37%
|
|
|
307
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$826K
|
+$324K
|
+1,241
|
+75%
|
|
|
308
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$826K
|
+$56.2K
|
+215
|
+8%
|
|
|
309
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$822K
|
+$59.1K
|
+226
|
+9%
|
|
|
310
|
Empirical Wealth Management
Seattle,
Washington
|
$805K
|
-$18.3K
|
-70
|
-2%
|
|
|
311
|
Bogart Wealth LLC
Mclean,
Virginia
|
$801K
|
–
|
–
|
–
|
|
|
312
|
Sankala Group
Lyons,
Colorado
|
$799K
|
+$231K
|
+884
|
+46%
|
|
|
313
|
Savant Capital
Rockford,
Illinois
|
$799K
|
+$729K
|
+2,787
|
New
|
|
|
314
|
Atomi Financial Group
New York
|
$798K
|
–
|
–
|
–
|
|
|
315
|
Western Wealth Management
Golden,
Colorado
|
$791K
|
+$228K
|
+873
|
+46%
|
|
|
316
|
LJI Wealth Management
Indianapolis,
Indiana
|
$784K
|
-$28.8K
|
-110
|
-4%
|
|
|
317
|
D'Orazio & Associates
Falls Church,
Virginia
|
$781K
|
–
|
–
|
–
|
|
|
318
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$779K
|
-$17.8K
|
-68
|
-2%
|
|
|
319
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$777K
|
-$55.4K
|
-212
|
-7%
|
|
|
320
|
Balance Wealth
Delaware,
Ohio
|
$770K
|
-$21.2K
|
-81
|
-3%
|
|
|
321
|
Nuveen
Charlotte,
North Carolina
|
$770K
|
+$705K
|
+2,695
|
New
|
|
|
322
|
Root Financial Partners
Encinitas,
California
|
$760K
|
+$148K
|
+566
|
+27%
|
|
|
323
|
KeyBank National Association
Cleveland,
Ohio
|
$756K
|
–
|
–
|
–
|
|
|
324
|
Moors & Cabot
Boston,
Massachusetts
|
$753K
|
-$16.2K
|
-62
|
-2%
|
|
|
325
|
Integrity Alliance
Urbandale,
Iowa
|
$744K
|
+$112K
|
+429
|
+20%
|
|
