|
1701
|
Appleton Partners
Boston,
Massachusetts
|
$2.78M
|
-$44.5K
|
-89
|
-2%
|
|
|
1702
|
Wellington Wealth Strategies
Indianapolis,
Indiana
|
$2.77M
|
+$2.64M
|
+5,277
|
New
|
|
|
1703
|
American Financial Advisors
Marietta,
Georgia
|
$2.77M
|
+$64.5K
|
+129
|
+3%
|
|
|
1704
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2.77M
|
-$1.45M
|
-2,892
|
-35%
|
|
|
1705
|
Segment Wealth Management
Houston,
Texas
|
$2.76M
|
+$1.5K
|
+3
|
+0.1%
|
|
|
1706
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$2.76M
|
–
|
–
|
–
|
|
|
1707
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$2.76M
|
+$70.1K
|
+140
|
+3%
|
|
|
1708
|
Van Strum & Towne
San Francisco,
California
|
$2.75M
|
-$2K
|
-4
|
-0.1%
|
|
|
1709
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.75M
|
-$136K
|
-272
|
-5%
|
|
|
1710
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.74M
|
-$179K
|
-358
|
-6%
|
|
|
1711
|
MB Generational Wealth
Spokane,
Washington
|
$2.74M
|
-$88.6K
|
-177
|
-3%
|
|
|
1712
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.74M
|
+$1.23M
|
+2,450
|
+89%
|
|
|
1713
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.72M
|
-$182K
|
-364
|
-7%
|
|
|
1714
|
Spirepoint Private Client
Vero Beach,
Florida
|
$2.71M
|
+$2.58M
|
+5,164
|
New
|
|
|
1715
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$2.71M
|
+$15.5K
|
+31
|
+0.6%
|
|
|
1716
|
Howard Wealth Management
Madison,
Connecticut
|
$2.71M
|
-$64.5K
|
-129
|
-2%
|
|
|
1717
|
Centric Wealth Management
Chicago,
Illinois
|
$2.7M
|
+$92.6K
|
+185
|
+4%
|
|
|
1718
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$2.7M
|
+$500
|
+1
|
+0%
|
|
|
1719
|
Procyon Advisors
Shelton,
Connecticut
|
$2.7M
|
+$30K
|
+60
|
+1%
|
|
|
1720
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$2.7M
|
-$332K
|
-663
|
-11%
|
|
|
1721
|
Castle Wealth Management
West Palm Beach,
Florida
|
$2.7M
|
-$146K
|
-292
|
-5%
|
|
|
1722
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$2.69M
|
+$600K
|
+1,199
|
+31%
|
|
|
1723
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$2.68M
|
-$101K
|
-202
|
-4%
|
|
|
1724
|
Caldwell Sutter Capital
Sausalito,
California
|
$2.68M
|
-$76.6K
|
-153
|
-3%
|
|
|
1725
|
MBA Advisors
Hermitage,
Pennsylvania
|
$2.68M
|
-$8.51K
|
-17
|
-0.3%
|
|
