|
226
|
WMS Partners
Towson,
Maryland
|
$2.15M
|
–
|
–
|
–
|
|
|
227
|
TrueWealth LLC
Atlanta,
Georgia
|
$2.08M
|
+$30.5K
|
+201
|
+1%
|
|
|
228
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.06M
|
+$35.6K
|
+234
|
+2%
|
|
|
229
|
Atlanta Capital Management
Atlanta,
Georgia
|
$2.06M
|
+$2.13M
|
+14,006
|
New
|
|
|
230
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.02M
|
-$1.05M
|
-6,920
|
-33%
|
|
|
231
|
Simmons Bank
Pine Bluff,
Arkansas
|
$2.02M
|
-$81.9K
|
-539
|
-4%
|
|
|
232
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
$1.95M
|
-$300K
|
-1,975
|
-13%
|
|
|
233
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.94M
|
–
|
–
|
–
|
|
|
234
|
Manchester Capital Management
Manchester,
Vermont
|
$1.92M
|
–
|
–
|
–
|
|
|
235
|
SEI Investments
Oaks,
Pennsylvania
|
$1.92M
|
-$1.19M
|
-7,817
|
-37%
|
|
|
236
|
Bank of the West
Monterey Park,
California
|
$1.91M
|
+$1.98M
|
+13,000
|
New
|
|
|
237
|
KeyBank National Association
Cleveland,
Ohio
|
$1.89M
|
-$35.4K
|
-233
|
-2%
|
|
|
238
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.86M
|
–
|
–
|
–
|
|
|
239
|
Accredited Investors
Edina,
Minnesota
|
$1.79M
|
–
|
–
|
–
|
|
|
240
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.79M
|
+$361K
|
+2,375
|
+24%
|
|
|
241
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$1.78M
|
+$152
|
+1
|
+0%
|
|
|
242
|
Fort Point Capital Partners
San Francisco,
California
|
$1.78M
|
-$63.7K
|
-419
|
-3%
|
|
|
243
|
|
$1.78M
|
+$189K
|
+1,241
|
+11%
|
|
|
244
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.77M
|
+$515K
|
+3,390
|
+39%
|
|
|
245
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1.77M
|
+$4.86K
|
+32
|
+0.3%
|
|
|
246
|
Evensky & Katz
Coral Gables,
Florida
|
$1.76M
|
+$7.75K
|
+51
|
+0.4%
|
|
|
247
|
Coastline Trust
Providence,
Rhode Island
|
$1.75M
|
-$99.5K
|
-655
|
-5%
|
|
|
248
|
Hobart Private Capital
Charlotte,
North Carolina
|
$1.74M
|
+$829K
|
+5,455
|
+86%
|
|
|
249
|
Two Sigma Advisers
New York
|
$1.72M
|
-$1.67M
|
-11,000
|
-48%
|
|
|
250
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.68M
|
+$112K
|
+740
|
+7%
|
|
