|
201
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$9.33M
|
-$528K
|
-7,626
|
-6%
|
|
|
202
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$9.21M
|
-$901K
|
-13,018
|
-9%
|
|
|
203
|
Bank of the West
Monterey Park,
California
|
$9.14M
|
+$152K
|
+2,191
|
+2%
|
|
|
204
|
Sterling Financial Planning
Sparta,
New Jersey
|
$9.06M
|
+$246K
|
+3,558
|
+3%
|
|
|
205
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$9.04M
|
+$6.09M
|
+88,019
|
+243%
|
|
|
206
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$8.91M
|
+$8.45M
|
+122,127
|
New
|
|
|
207
|
Brown Advisory
Baltimore,
Maryland
|
$8.72M
|
-$266K
|
-3,842
|
-3%
|
|
|
208
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$8.68M
|
+$69.4K
|
+1,003
|
+0.8%
|
|
|
209
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$8.67M
|
-$13.7M
|
-197,912
|
-62%
|
|
|
210
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$8.49M
|
+$9.48K
|
+137
|
+0.1%
|
|
|
211
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.47M
|
-$274K
|
-3,959
|
-3%
|
|
|
212
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$8.39M
|
-$168K
|
-2,431
|
-2%
|
|
|
213
|
Security National Trust
Wheeling,
West Virginia
|
$8.32M
|
+$81.1K
|
+1,172
|
+1%
|
|
|
214
|
EP Wealth Advisors
Torrance,
California
|
$8.16M
|
-$841K
|
-12,157
|
-10%
|
|
|
215
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$8.05M
|
-$10.5K
|
-151
|
-0.1%
|
|
|
216
|
Keel Point
Huntsville,
Alabama
|
$7.93M
|
-$362K
|
-5,232
|
-5%
|
|
|
217
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$7.85M
|
–
|
–
|
–
|
|
|
218
|
William Blair & Company
Chicago,
Illinois
|
$7.8M
|
-$478K
|
-6,912
|
-6%
|
|
|
219
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7.69M
|
-$982K
|
-14,188
|
-12%
|
|
|
220
|
Farr Miller & Washington
Washington,
District of Columbia
|
$7.69M
|
+$432K
|
+6,236
|
+6%
|
|
|
221
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.49M
|
-$775K
|
-11,193
|
-10%
|
|
|
222
|
Palladium Partners
Norfolk,
Virginia
|
$7.39M
|
-$41.9K
|
-605
|
-0.6%
|
|
|
223
|
TIAA FSB
Jacksonville,
Florida
|
$7.35M
|
-$82.4K
|
-1,191
|
-1%
|
|
|
224
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$7.33M
|
-$154K
|
-2,219
|
-2%
|
|
|
225
|
EPG Wealth Management
Atlanta,
Georgia
|
$7.31M
|
-$3.26M
|
-47,064
|
-32%
|
|
