|
1801
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$637K
|
-$240K
|
-4,480
|
-27%
|
|
|
1802
|
Independence Advisors
Wayne,
Pennsylvania
|
$637K
|
-$6.42K
|
-120
|
-1%
|
|
|
1803
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$637K
|
+$16.1K
|
+300
|
+3%
|
|
|
1804
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$634K
|
–
|
–
|
–
|
|
|
1805
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$631K
|
–
|
–
|
–
|
|
|
1806
|
|
$630K
|
+$6.42K
|
+120
|
+1%
|
|
|
1807
|
|
$628K
|
-$13.9K
|
-260
|
-2%
|
|
|
1808
|
TrueWealth LLC
Atlanta,
Georgia
|
$628K
|
-$5.35K
|
-100
|
-0.8%
|
|
|
1809
|
Albion Financial Group
Salt Lake City,
Utah
|
$626K
|
-$10.7K
|
-200
|
-2%
|
|
|
1810
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$622K
|
–
|
–
|
–
|
|
|
1811
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$622K
|
+$81.4K
|
+1,520
|
+14%
|
|
|
1812
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$621K
|
+$71.7K
|
+1,340
|
+13%
|
|
|
1813
|
Financial Advisors
Andover,
Massachusetts
|
$621K
|
+$642K
|
+12,000
|
New
|
|
|
1814
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$620K
|
+$641K
|
+11,980
|
New
|
|
|
1815
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$619K
|
-$38.5K
|
-720
|
-6%
|
|
|
1816
|
Modera Wealth Management
Westwood,
New Jersey
|
$618K
|
-$2.14K
|
-40
|
-0.3%
|
|
|
1817
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$616K
|
+$637K
|
+11,900
|
New
|
|
|
1818
|
First Nebraska Trust
Lincoln,
Nebraska
|
$615K
|
+$26.8K
|
+500
|
+4%
|
|
|
1819
|
Edge Wealth Management
New York
|
$615K
|
–
|
–
|
–
|
|
|
1820
|
Rice Partnership
Honolulu,
Hawaii
|
$615K
|
+$26.8K
|
+500
|
+4%
|
|
|
1821
|
|
$613K
|
-$96.3K
|
-1,800
|
-13%
|
|
|
1822
|
Cadence Capital Management
Boston,
Massachusetts
|
$613K
|
–
|
–
|
–
|
|
|
1823
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$612K
|
+$63.2K
|
+1,180
|
+11%
|
|
|
1824
|
Good Life Advisors
Reading,
Pennsylvania
|
$611K
|
+$26.8K
|
+500
|
+4%
|
|
|
1825
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$609K
|
-$808K
|
-15,100
|
-56%
|
|
