|
351
|
Biltmore Family Office
Charlotte,
North Carolina
|
$6.56M
|
+$63.4K
|
+590
|
+1%
|
|
|
352
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.55M
|
+$220K
|
+2,052
|
+3%
|
|
|
353
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$6.49M
|
-$24.2K
|
-225
|
-0.4%
|
|
|
354
|
D.J. St. Germain
Springfield,
Massachusetts
|
$6.45M
|
+$141K
|
+1,311
|
+2%
|
|
|
355
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$6.44M
|
-$114K
|
-1,057
|
-2%
|
|
|
356
|
Keebeck Wealth Management
Chicago,
Illinois
|
$6.42M
|
+$366K
|
+3,405
|
+6%
|
|
|
357
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6.42M
|
-$69K
|
-642
|
-1%
|
|
|
358
|
Astoria Strategic Wealth
Conroe,
Texas
|
$6.41M
|
+$6.47M
|
+60,201
|
New
|
|
|
359
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$6.38M
|
+$26.9K
|
+250
|
+0.4%
|
|
|
360
|
IMPACTfolio
Denver,
Colorado
|
$6.37M
|
+$830K
|
+7,722
|
+15%
|
|
|
361
|
Northern Trust
Chicago,
Illinois
|
$6.34M
|
+$562K
|
+5,233
|
+10%
|
|
|
362
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$6.32M
|
-$518K
|
-4,825
|
-8%
|
|
|
363
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$6.27M
|
+$447K
|
+4,160
|
+8%
|
|
|
364
|
Exchange Bank
Santa Rosa,
California
|
$6.25M
|
+$2.46M
|
+22,930
|
+64%
|
|
|
365
|
Legacy Private Trust
Neenah,
Wisconsin
|
$6.2M
|
+$536K
|
+4,986
|
+9%
|
|
|
366
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.13M
|
-$5.05M
|
-47,046
|
-45%
|
|
|
367
|
Atomi Financial Group
New York
|
$5.99M
|
+$5.32M
|
+49,486
|
+737%
|
|
|
368
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$5.98M
|
+$2.68M
|
+24,988
|
+80%
|
|
|
369
|
Cannon Financial Strategists
Athens,
Georgia
|
$5.95M
|
-$11.6K
|
-108
|
-0.2%
|
|
|
370
|
City of London Investment Management
London,
United Kingdom
|
$5.95M
|
+$3.87M
|
+36,035
|
+182%
|
|
|
371
|
K2 Financial
Glendora,
California
|
$5.95M
|
+$6.06M
|
+56,421
|
New
|
|
|
372
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$5.84M
|
-$125K
|
-1,168
|
-2%
|
|
|
373
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.82M
|
+$601K
|
+5,593
|
+11%
|
|
|
374
|
Traveka Wealth
Los Altos,
California
|
$5.82M
|
-$465K
|
-4,325
|
-7%
|
|
|
375
|
LPWM LLC
Minneapolis,
Minnesota
|
$5.79M
|
-$486K
|
-4,523
|
-8%
|
|
