|
301
|
AllianceBernstein
Nashville,
Tennessee
|
$955K
|
+$52.8K
|
+573
|
+6%
|
|
|
302
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$953K
|
-$28.5K
|
-309
|
-3%
|
|
|
303
|
3Chopt Investment Partners
Richmond,
Virginia
|
$947K
|
+$955K
|
+10,376
|
New
|
|
|
304
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$940K
|
-$16.8K
|
-182
|
-2%
|
|
|
305
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$925K
|
+$86K
|
+934
|
+10%
|
|
|
306
|
Independent Family Office
Albany,
New York
|
$920K
|
–
|
–
|
–
|
|
|
307
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$920K
|
+$3.31K
|
+36
|
+0.4%
|
|
|
308
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$915K
|
-$26.8K
|
-291
|
-3%
|
|
|
309
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$914K
|
+$26.1K
|
+283
|
+3%
|
|
|
310
|
Private Trust Company
Cleveland,
Ohio
|
$909K
|
+$93.3K
|
+1,013
|
+11%
|
|
|
311
|
Prospera Financial Services
Dallas,
Texas
|
$903K
|
+$78.4K
|
+851
|
+9%
|
|
|
312
|
William Blair & Company
Chicago,
Illinois
|
$901K
|
-$32K
|
-348
|
-3%
|
|
|
313
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$898K
|
+$447K
|
+4,855
|
+98%
|
|
|
314
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$898K
|
–
|
–
|
–
|
|
|
315
|
Willow Creek Wealth Management
Sebastopol,
California
|
$896K
|
-$9.58K
|
-104
|
-1%
|
|
|
316
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$886K
|
+$319K
|
+3,463
|
+55%
|
|
|
317
|
Kalos Management
Alpharetta,
Georgia
|
$882K
|
+$285K
|
+3,099
|
+47%
|
|
|
318
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$870K
|
+$148K
|
+1,605
|
+24%
|
|
|
319
|
Wealthspire Advisors (New York)
New York
|
$864K
|
+$128K
|
+1,392
|
+17%
|
|
|
320
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$863K
|
-$87.1K
|
-946
|
-9%
|
|
|
321
|
CoreCap Advisors
Southfield,
Michigan
|
$860K
|
-$276K
|
-3,002
|
-24%
|
|
|
322
|
Sunesis Advisors
Overland Park,
Kansas
|
$860K
|
–
|
–
|
–
|
|
|
323
|
WealthShield Partners
Cary,
North Carolina
|
$856K
|
-$4.88K
|
-53
|
-0.6%
|
|
|
324
|
Vickerman Investment Advisors
Spokane,
Washington
|
$853K
|
+$329K
|
+3,568
|
+62%
|
|
|
325
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$843K
|
+$850K
|
+9,236
|
New
|
|
