|
101
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$4.45M
|
-$368K
|
-7,247
|
-8%
|
|
|
102
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$4.44M
|
+$1.24M
|
+24,496
|
+39%
|
|
|
103
|
SOL Capital Management
Rockville,
Maryland
|
$4.41M
|
+$1.89M
|
+37,290
|
+75%
|
|
|
104
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.38M
|
+$1.32M
|
+26,023
|
+43%
|
|
|
105
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$4.37M
|
+$56.5K
|
+1,113
|
+1%
|
|
|
106
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.29M
|
+$342K
|
+6,739
|
+9%
|
|
|
107
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$4.22M
|
+$2.62M
|
+51,660
|
+163%
|
|
|
108
|
Capital Management
Glen Allen,
Virginia
|
$4.11M
|
+$381K
|
+7,494
|
+10%
|
|
|
109
|
Truist Financial
Charlotte,
North Carolina
|
$4.1M
|
+$158K
|
+3,113
|
+4%
|
|
|
110
|
Perennial Advisors
New York
|
$4.09M
|
+$4.09M
|
+80,591
|
New
|
|
|
111
|
Jupiter Wealth Management
Glendale,
Colorado
|
$4.06M
|
–
|
–
|
–
|
|
|
112
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.04M
|
+$2.54M
|
+50,100
|
+169%
|
|
|
113
|
Perigon Wealth Management
San Francisco,
California
|
$4.01M
|
-$66.4K
|
-1,308
|
-2%
|
|
|
114
|
Evernest Financial Advisors
Carmel,
Indiana
|
$4M
|
+$566K
|
+11,149
|
+16%
|
|
|
115
|
Albion Financial Group
Salt Lake City,
Utah
|
$3.97M
|
+$112K
|
+2,198
|
+3%
|
|
|
116
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.82M
|
+$48.5K
|
+955
|
+1%
|
|
|
117
|
|
$3.81M
|
+$3.82M
|
+75,147
|
New
|
|
|
118
|
Cooper Financial Group
Irvine,
California
|
$3.78M
|
-$230K
|
-4,529
|
-6%
|
|
|
119
|
Sunburst Financial Group
Vestavia Hills,
Alabama
|
$3.72M
|
-$613K
|
-12,071
|
-14%
|
|
|
120
|
KM Capital Management
Austin,
Texas
|
$3.69M
|
+$745K
|
+14,662
|
+25%
|
|
|
121
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.68M
|
+$112K
|
+2,200
|
+3%
|
|
|
122
|
SVB Wealth
Boston,
Massachusetts
|
$3.67M
|
+$3.68M
|
+72,446
|
New
|
|
|
123
|
Slow Capital
Greenbrae,
California
|
$3.61M
|
+$2.67M
|
+52,649
|
+286%
|
|
|
124
|
Rockefeller Capital Management
New York
|
$3.57M
|
+$2.83M
|
+55,766
|
+379%
|
|
|
125
|
Modern Wealth Management
Lenexa,
Kansas
|
$3.53M
|
-$30.7K
|
-604
|
-0.9%
|
|
