|
326
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.74M
|
+$65.2K
|
+170
|
+4%
|
|
|
327
|
Timonier Family Office
Winston Salem,
North Carolina
|
$1.73M
|
–
|
–
|
–
|
|
|
328
|
BIP Wealth
Atlanta,
Georgia
|
$1.7M
|
–
|
–
|
–
|
|
|
329
|
Dunhill Financial
London,
United Kingdom
|
$1.7M
|
-$28.4K
|
-74
|
-2%
|
|
|
330
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.69M
|
+$653K
|
+1,701
|
+64%
|
|
|
331
|
CVA Family Office
Denver,
Colorado
|
$1.68M
|
–
|
–
|
–
|
|
|
332
|
KilterHowling LLC
Boulder,
Colorado
|
$1.67M
|
-$355K
|
-924
|
-18%
|
|
|
333
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.64M
|
–
|
–
|
–
|
|
|
334
|
Evercore Wealth Management
New York
|
$1.64M
|
+$34.5K
|
+90
|
+2%
|
|
|
335
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.64M
|
-$180K
|
-470
|
-10%
|
|
|
336
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.63M
|
–
|
–
|
–
|
|
|
337
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$1.61M
|
+$1.6M
|
+4,163
|
New
|
|
|
338
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.61M
|
-$6.91K
|
-18
|
-0.4%
|
|
|
339
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.61M
|
-$149K
|
-388
|
-9%
|
|
|
340
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.6M
|
–
|
–
|
–
|
|
|
341
|
Midwest Trust
Overland Park,
Kansas
|
$1.59M
|
+$88.3K
|
+230
|
+6%
|
|
|
342
|
12th Street Asset Management Company
Nashville,
Tennessee
|
$1.57M
|
+$1.55M
|
+4,049
|
New
|
|
|
343
|
Steward Partners Investment Advisory
New York
|
$1.53M
|
+$67.5K
|
+176
|
+5%
|
|
|
344
|
Well Done LLC
Holland,
Michigan
|
$1.53M
|
-$94.4K
|
-246
|
-6%
|
|
|
345
|
RFG - Bristol Wealth Advisors
Taunton,
Massachusetts
|
$1.51M
|
+$2.69K
|
+7
|
+0.2%
|
|
|
346
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.5M
|
–
|
–
|
–
|
|
|
347
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.5M
|
+$768
|
+2
|
+0.1%
|
|
|
348
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.49M
|
–
|
–
|
–
|
|
|
349
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.49M
|
–
|
–
|
–
|
|
|
350
|
Asset Dedication LLC
San Francisco,
California
|
$1.48M
|
–
|
–
|
–
|
|
