|
301
|
Rede Wealth
Charlottesville,
Virginia
|
$8.61M
|
+$421K
|
+2,829
|
+5%
|
|
|
302
|
Naples Global Advisors
Naples,
Florida
|
$8.61M
|
-$14.3K
|
-96
|
-0.2%
|
|
|
303
|
DDFG Inc
Thousand Oaks,
California
|
$8.59M
|
-$137K
|
-924
|
-2%
|
|
|
304
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.58M
|
-$1.26M
|
-8,494
|
-12%
|
|
|
305
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$8.49M
|
–
|
–
|
–
|
|
|
306
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$8.4M
|
-$186K
|
-1,251
|
-2%
|
|
|
307
|
Monument Capital Management
Alexandria,
Virginia
|
$8.4M
|
-$90.6K
|
-609
|
-1%
|
|
|
308
|
|
$8.38M
|
+$901K
|
+6,056
|
+11%
|
|
|
309
|
Moneywise Inc
Forest,
Virginia
|
$8.36M
|
-$1.96M
|
-13,201
|
-18%
|
|
|
310
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$8.29M
|
-$4.51M
|
-30,324
|
-34%
|
|
|
311
|
Lynch & Associates
Newburgh,
Indiana
|
$8.24M
|
+$153K
|
+1,029
|
+2%
|
|
|
312
|
BIP Wealth
Atlanta,
Georgia
|
$8.21M
|
+$614K
|
+4,131
|
+8%
|
|
|
313
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$8.14M
|
+$144K
|
+967
|
+2%
|
|
|
314
|
Apella Capital
West Hartford,
Connecticut
|
$8.11M
|
+$1.3M
|
+8,718
|
+20%
|
|
|
315
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$8.05M
|
+$58.7K
|
+395
|
+0.7%
|
|
|
316
|
Donor Advised Charitable Giving
San Francisco,
California
|
$7.98M
|
-$489K
|
-3,286
|
-6%
|
|
|
317
|
Hardy Reed
Tupelo,
Mississippi
|
$7.97M
|
+$167K
|
+1,120
|
+2%
|
|
|
318
|
A&I Financial Services
Lone Tree,
Colorado
|
$7.96M
|
-$562K
|
-3,777
|
-6%
|
|
|
319
|
Hollencrest Capital Management
Newport Beach,
California
|
$7.94M
|
+$410K
|
+2,760
|
+5%
|
|
|
320
|
Summit Trail Advisors
New York
|
$7.92M
|
-$370K
|
-2,485
|
-4%
|
|
|
321
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$7.92M
|
+$410K
|
+2,760
|
+5%
|
|
|
322
|
Mosaic Advisors
Houston,
Texas
|
$7.9M
|
–
|
–
|
–
|
|
|
323
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$7.8M
|
–
|
–
|
–
|
|
|
324
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.78M
|
-$760K
|
-5,110
|
-9%
|
|
|
325
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$7.73M
|
-$231K
|
-1,552
|
-3%
|
|
