|
226
|
HB Wealth Management
Atlanta,
Georgia
|
$960K
|
-$978K
|
-40,383
|
Closed
|
|
|
227
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$938K
|
-$194
|
-8
|
-0%
|
|
|
228
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$935K
|
+$9.23K
|
+381
|
+1%
|
|
|
229
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$899K
|
-$195K
|
-8,072
|
-18%
|
|
|
230
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$899K
|
+$55.3K
|
+2,285
|
+7%
|
|
|
231
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$889K
|
-$41.1K
|
-1,696
|
-4%
|
|
|
232
|
TLWM Financial
San Antonio,
Texas
|
$877K
|
-$19.1K
|
-787
|
-2%
|
|
|
233
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$868K
|
+$80K
|
+3,304
|
+10%
|
|
|
234
|
JDM Financial Group
Austin,
Texas
|
$837K
|
-$74K
|
-3,056
|
-8%
|
|
|
235
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$828K
|
-$1.76M
|
-72,512
|
-68%
|
|
|
236
|
Bank of New York Mellon
New York
|
$810K
|
+$95.6K
|
+3,948
|
+13%
|
|
|
237
|
Brookstone Capital Management
Wheaton,
Illinois
|
$806K
|
-$11.9K
|
-490
|
-1%
|
|
|
238
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$794K
|
–
|
–
|
–
|
|
|
239
|
Atwater Malick
Lancaster,
Pennsylvania
|
$787K
|
+$20K
|
+825
|
+3%
|
|
|
240
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$787K
|
-$242K
|
-10,000
|
Closed
|
|
|
241
|
Advisory Services Network
Atlanta,
Georgia
|
$787K
|
+$52K
|
+2,146
|
+7%
|
|
|
242
|
Summit Wealth Partners
Orlando,
Florida
|
$778K
|
–
|
–
|
–
|
|
|
243
|
Blue Trust Inc
Alpharetta,
Georgia
|
$774K
|
+$194
|
+8
|
+0%
|
|
|
244
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$758K
|
+$2.47K
|
+102
|
+0.3%
|
|
|
245
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$757K
|
+$34K
|
+1,402
|
+5%
|
|
|
246
|
Rockefeller Capital Management
New York
|
$757K
|
-$706K
|
-29,170
|
-48%
|
|
|
247
|
Oldfather Financial Services
Kearney,
Nebraska
|
$756K
|
–
|
–
|
–
|
|
|
248
|
First Interstate Bank
Billings,
Montana
|
$748K
|
–
|
–
|
–
|
|
|
249
|
ADG Wealth Management Group
Metairie,
Louisiana
|
$745K
|
+$2.15K
|
+89
|
+0.3%
|
|
|
250
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$737K
|
–
|
–
|
–
|
|
