|
301
|
Sandy Spring Bank
Olney,
Maryland
|
$3.31M
|
+$94.6K
|
+1,332
|
+3%
|
|
|
302
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$3.3M
|
-$23.2M
|
-326,419
|
-89%
|
|
|
303
|
Summit Financial Group
Moorefield,
West Virginia
|
$3.29M
|
+$113K
|
+1,593
|
+4%
|
|
|
304
|
Fort Point Capital Partners
San Francisco,
California
|
$3.24M
|
+$71.9K
|
+1,012
|
+2%
|
|
|
305
|
Choreo LLC
Rockford,
Illinois
|
$3.22M
|
+$83.5K
|
+1,176
|
+3%
|
|
|
306
|
Asset Management Group
Stamford,
Connecticut
|
$3.15M
|
+$26.1K
|
+367
|
+0.9%
|
|
|
307
|
Spire Wealth Management
Mclean,
Virginia
|
$3.13M
|
-$12.4K
|
-175
|
-0.4%
|
|
|
308
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$3.11M
|
-$1.19M
|
-16,682
|
-29%
|
|
|
309
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$3.11M
|
–
|
–
|
–
|
|
|
310
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$3.08M
|
+$584K
|
+8,222
|
+26%
|
|
|
311
|
HB Wealth Management
Atlanta,
Georgia
|
$3.05M
|
-$48.8K
|
-687
|
-2%
|
|
|
312
|
Aspiriant LLC
Los Angeles,
California
|
$2.98M
|
–
|
–
|
–
|
|
|
313
|
Evercore Wealth Management
New York
|
$2.94M
|
+$792K
|
+11,153
|
+42%
|
|
|
314
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.92M
|
-$305K
|
-4,290
|
-10%
|
|
|
315
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$2.92M
|
-$123K
|
-1,736
|
-4%
|
|
|
316
|
Nvest Financial
Portsmouth,
New Hampshire
|
$2.9M
|
+$1.07M
|
+15,016
|
+67%
|
|
|
317
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.89M
|
+$362K
|
+5,100
|
+16%
|
|
|
318
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.86M
|
–
|
–
|
–
|
|
|
319
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$2.86M
|
-$2.63K
|
-37
|
-0.1%
|
|
|
320
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.85M
|
-$158K
|
-2,228
|
-6%
|
|
|
321
|
Prudential Financial
Newark,
New Jersey
|
$2.85M
|
+$35.7K
|
+502
|
+1%
|
|
|
322
|
Curi RMB Capital
Chicago,
Illinois
|
$2.84M
|
-$11.9K
|
-167
|
-0.5%
|
|
|
323
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.82M
|
+$626K
|
+8,817
|
+31%
|
|
|
324
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.82M
|
+$10.9K
|
+154
|
+0.4%
|
|
|
325
|
Middleton & Co
Boston,
Massachusetts
|
$2.77M
|
-$14.2K
|
-200
|
-0.6%
|
|
