|
351
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$2.98M
|
-$2.06M
|
-22,258
|
-42%
|
|
|
352
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.96M
|
-$39.5K
|
-427
|
-1%
|
|
|
353
|
Spire Wealth Management
Mclean,
Virginia
|
$2.95M
|
-$25K
|
-270
|
-0.9%
|
|
|
354
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2.94M
|
-$79.8K
|
-863
|
-3%
|
|
|
355
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$2.93M
|
+$9.89K
|
+107
|
+0.4%
|
|
|
356
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.91M
|
-$390K
|
-4,221
|
-12%
|
|
|
357
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.91M
|
-$10.3K
|
-111
|
-0.4%
|
|
|
358
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$2.87M
|
+$2.71M
|
+29,288
|
New
|
|
|
359
|
Adams Wealth Management
Logan,
Utah
|
$2.83M
|
-$233K
|
-2,524
|
-8%
|
|
|
360
|
PFG Advisors
Phoenix,
Arizona
|
$2.82M
|
+$21.1K
|
+228
|
+0.8%
|
|
|
361
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$2.81M
|
-$338K
|
-3,658
|
-11%
|
|
|
362
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.81M
|
+$347K
|
+3,751
|
+15%
|
|
|
363
|
Capital Planning
Bellevue,
Washington
|
$2.81M
|
-$22.7K
|
-245
|
-0.8%
|
|
|
364
|
Western Wealth Management
Golden,
Colorado
|
$2.78M
|
-$85.1K
|
-920
|
-3%
|
|
|
365
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.77M
|
-$220K
|
-2,376
|
-8%
|
|
|
366
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$2.72M
|
-$13.3K
|
-144
|
-0.5%
|
|
|
367
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.71M
|
-$173K
|
-1,868
|
-6%
|
|
|
368
|
RFG Advisory
Birmingham,
Alabama
|
$2.71M
|
-$371K
|
-4,016
|
-13%
|
|
|
369
|
Tarbox Family Office
Newport Beach,
California
|
$2.7M
|
-$96.3K
|
-1,042
|
-4%
|
|
|
370
|
Summit Trail Advisors
New York
|
$2.7M
|
–
|
–
|
–
|
|
|
371
|
Certuity
North Palm Beach,
Florida
|
$2.67M
|
+$196K
|
+2,119
|
+8%
|
|
|
372
|
Verus Financial Partners
Richmond,
Virginia
|
$2.66M
|
+$7.12K
|
+77
|
+0.3%
|
|
|
373
|
TFC Financial Management
Boston,
Massachusetts
|
$2.66M
|
+$115K
|
+1,247
|
+5%
|
|
|
374
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$2.65M
|
–
|
–
|
–
|
|
|
375
|
Carr Financial Group
Worcester,
Massachusetts
|
$2.64M
|
+$34.9K
|
+378
|
+1%
|
|
