|
301
|
First County Bank
Stamford,
Connecticut
|
$966K
|
+$359K
|
+3,673
|
+55%
|
|
|
302
|
Atlas Private Wealth Management
Albany,
New York
|
$966K
|
+$168K
|
+1,722
|
+20%
|
|
|
303
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$964K
|
–
|
–
|
–
|
|
|
304
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$962K
|
+$25.6K
|
+262
|
+3%
|
|
|
305
|
Bangor Savings Bank
Bangor,
Maine
|
$960K
|
-$76.6K
|
-784
|
-7%
|
|
|
306
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$956K
|
+$267K
|
+2,735
|
+37%
|
|
|
307
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$944K
|
+$1.37K
|
+14
|
+0.1%
|
|
|
308
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$944K
|
-$54.6K
|
-559
|
-5%
|
|
|
309
|
Kalos Management
Alpharetta,
Georgia
|
$943K
|
+$41K
|
+420
|
+4%
|
|
|
310
|
Independent Family Office
Albany,
New York
|
$943K
|
–
|
–
|
–
|
|
|
311
|
Private Trust Company
Cleveland,
Ohio
|
$930K
|
-$1.56K
|
-16
|
-0.2%
|
|
|
312
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$930K
|
-$89.6K
|
-917
|
-8%
|
|
|
313
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$926K
|
+$5.57K
|
+57
|
+0.6%
|
|
|
314
|
Prospera Financial Services
Dallas,
Texas
|
$925K
|
-$489
|
-5
|
-0.1%
|
|
|
315
|
Willow Creek Wealth Management
Sebastopol,
California
|
$918K
|
–
|
–
|
–
|
|
|
316
|
Wealthspire Advisors (New York)
New York
|
$908K
|
+$23.2K
|
+237
|
+3%
|
|
|
317
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$907K
|
-$73.1K
|
-748
|
-7%
|
|
|
318
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$901K
|
-$19.5K
|
-200
|
-2%
|
|
|
319
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$895K
|
-$439K
|
-4,490
|
-32%
|
|
|
320
|
William Blair & Company
Chicago,
Illinois
|
$888K
|
-$37.1K
|
-380
|
-4%
|
|
|
321
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$887K
|
-$31.1K
|
-318
|
-3%
|
|
|
322
|
WealthShield Partners
Cary,
North Carolina
|
$881K
|
+$4.59K
|
+47
|
+0.5%
|
|
|
323
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$868K
|
+$3.22K
|
+33
|
+0.4%
|
|
|
324
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$852K
|
-$89.7K
|
-918
|
-9%
|
|
|
325
|
Vickerman Investment Advisors
Spokane,
Washington
|
$848K
|
-$27.4K
|
-280
|
-3%
|
|
