|
901
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$332K
|
–
|
–
|
–
|
|
|
902
|
Wills Financial Group
Richmond,
Virginia
|
$330K
|
+$329K
|
+6,506
|
New
|
|
|
903
|
Beta Wealth Group
San Diego,
California
|
$328K
|
+$124K
|
+2,462
|
+61%
|
|
|
904
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$326K
|
–
|
–
|
–
|
|
|
905
|
Physician Wealth Advisors
Midvale,
Utah
|
$324K
|
-$78.5K
|
-1,554
|
-20%
|
|
|
906
|
Modera Wealth Management
Westwood,
New Jersey
|
$323K
|
-$1.41K
|
-28
|
-0.4%
|
|
|
907
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$320K
|
+$2.48K
|
+49
|
+0.8%
|
|
|
908
|
EPG Wealth Management
Atlanta,
Georgia
|
$317K
|
+$1.82K
|
+36
|
+0.6%
|
|
|
909
|
Orion Capital Management
Coronado,
California
|
$316K
|
-$459K
|
-9,086
|
-59%
|
|
|
910
|
One Degree Advisors
San Diego,
California
|
$315K
|
+$8.74K
|
+173
|
+3%
|
|
|
911
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$310K
|
+$3.48K
|
+69
|
+1%
|
|
|
912
|
Brown Advisory
Baltimore,
Maryland
|
$310K
|
+$21.8K
|
+431
|
+8%
|
|
|
913
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$308K
|
-$63.6K
|
-1,260
|
-17%
|
|
|
914
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$307K
|
–
|
–
|
–
|
|
|
915
|
Diversified Trust
Memphis,
Tennessee
|
$306K
|
+$305K
|
+6,045
|
New
|
|
|
916
|
Gemmer Asset Management
Walnut Creek,
California
|
$304K
|
-$53K
|
-1,049
|
-15%
|
|
|
917
|
Summit Trail Advisors
New York
|
$303K
|
-$4.5M
|
-89,020
|
-94%
|
|
|
918
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$303K
|
-$6.33M
|
-125,248
|
-95%
|
|
|
919
|
SteelPeak Wealth
Woodland Hills,
California
|
$301K
|
+$94.6K
|
+1,873
|
+46%
|
|
|
920
|
TABR Capital Management
Orange,
California
|
$301K
|
+$300K
|
+5,930
|
New
|
|
|
921
|
Courier Capital
Buffalo,
New York
|
$294K
|
+$293K
|
+5,810
|
New
|
|
|
922
|
Williams Jones Wealth Management
New York
|
$287K
|
+$5.91K
|
+117
|
+2%
|
|
|
923
|
NorthRock Partners
Minneapolis,
Minnesota
|
$285K
|
+$121K
|
+2,398
|
+74%
|
|
|
924
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$283K
|
+$51
|
+1
|
+0%
|
|
|
925
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$282K
|
+$3.69K
|
+73
|
+1%
|
|
