|
301
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$9.58M
|
+$6.05K
|
+41
|
+0.1%
|
|
|
302
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.51M
|
+$22K
|
+149
|
+0.2%
|
|
|
303
|
Edge Financial Advisors
Wheaton,
Illinois
|
$9.45M
|
-$18M
|
-122,109
|
-66%
|
|
|
304
|
Element Wealth
Ridgeland,
Mississippi
|
$9.26M
|
+$203K
|
+1,374
|
+2%
|
|
|
305
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$9.22M
|
-$467K
|
-3,167
|
-5%
|
|
|
306
|
DDFG Inc
Thousand Oaks,
California
|
$9.11M
|
-$367K
|
-2,488
|
-4%
|
|
|
307
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$9.1M
|
-$159K
|
-1,074
|
-2%
|
|
|
308
|
Well Done LLC
Holland,
Michigan
|
$9.04M
|
+$15.2K
|
+103
|
+0.2%
|
|
|
309
|
Naples Global Advisors
Naples,
Florida
|
$9.01M
|
-$114K
|
-772
|
-1%
|
|
|
310
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$8.96M
|
+$2.8K
|
+19
|
+0%
|
|
|
311
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.88M
|
+$129K
|
+873
|
+1%
|
|
|
312
|
A&I Financial Services
Lone Tree,
Colorado
|
$8.87M
|
+$342K
|
+2,320
|
+4%
|
|
|
313
|
Monument Capital Management
Alexandria,
Virginia
|
$8.86M
|
-$136K
|
-921
|
-2%
|
|
|
314
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$8.86M
|
-$109K
|
-738
|
-1%
|
|
|
315
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$8.86M
|
+$7.82K
|
+53
|
+0.1%
|
|
|
316
|
Donor Advised Charitable Giving
San Francisco,
California
|
$8.82M
|
-$19.3K
|
-131
|
-0.2%
|
|
|
317
|
71 West Capital Partners
Boston,
Massachusetts
|
$8.79M
|
+$8.72M
|
+59,086
|
New
|
|
|
318
|
Summit Trail Advisors
New York
|
$8.64M
|
-$386K
|
-2,617
|
-4%
|
|
|
319
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$8.58M
|
+$192K
|
+1,304
|
+2%
|
|
|
320
|
Rede Wealth
Charlottesville,
Virginia
|
$8.57M
|
+$8.51M
|
+57,642
|
New
|
|
|
321
|
US Bancorp
Minneapolis,
Minnesota
|
$8.48M
|
+$1.01M
|
+6,841
|
+14%
|
|
|
322
|
Lynch & Associates
Newburgh,
Indiana
|
$8.45M
|
+$51.8K
|
+351
|
+0.6%
|
|
|
323
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$8.35M
|
-$94.3K
|
-639
|
-1%
|
|
|
324
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$8.34M
|
-$124K
|
-837
|
-1%
|
|
|
325
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$8.3M
|
+$17K
|
+115
|
+0.2%
|
|
