|
251
|
Confluence Investment Management
St. Louis,
Missouri
|
$702K
|
-$49.2K
|
-1,048
|
-7%
|
|
|
252
|
|
$702K
|
+$697K
|
+14,849
|
New
|
|
|
253
|
Tiedemann Advisors
New York
|
$701K
|
+$696K
|
+14,828
|
New
|
|
|
254
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$683K
|
-$96.7K
|
-2,060
|
-12%
|
|
|
255
|
PAX Financial Group
San Antonio,
Texas
|
$677K
|
+$216K
|
+4,597
|
+47%
|
|
|
256
|
Ritholtz Wealth Management
New York
|
$675K
|
+$671K
|
+14,292
|
New
|
|
|
257
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$672K
|
-$31.3K
|
-667
|
-4%
|
|
|
258
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$669K
|
-$1.89M
|
-40,316
|
-74%
|
|
|
259
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$669K
|
-$172K
|
-3,667
|
-21%
|
|
|
260
|
Rockland Trust
Hanover,
Massachusetts
|
$667K
|
+$663K
|
+14,118
|
New
|
|
|
261
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$653K
|
+$47
|
+1
|
+0%
|
|
|
262
|
KeyBank National Association
Cleveland,
Ohio
|
$649K
|
-$9.53K
|
-203
|
-1%
|
|
|
263
|
Osborne Partners Capital Management
San Francisco,
California
|
$640K
|
-$22.3K
|
-475
|
-3%
|
|
|
264
|
Antonetti Capital Management
Naples,
Florida
|
$638K
|
-$23.5K
|
-500
|
-4%
|
|
|
265
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$614K
|
+$67.2K
|
+1,432
|
+12%
|
|
|
266
|
Mason & Associates (California)
Los Angeles,
California
|
$613K
|
+$264K
|
+5,617
|
+76%
|
|
|
267
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$599K
|
+$845
|
+18
|
+0.1%
|
|
|
268
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$590K
|
-$540K
|
-11,493
|
-48%
|
|
|
269
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$590K
|
–
|
–
|
–
|
|
|
270
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$586K
|
–
|
–
|
–
|
|
|
271
|
WBH Advisory
Baltimore,
Maryland
|
$581K
|
-$106K
|
-2,251
|
-16%
|
|
|
272
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$573K
|
-$3.99K
|
-85
|
-0.7%
|
|
|
273
|
Spinnaker Investment Group
Newport Beach,
California
|
$571K
|
+$195K
|
+4,143
|
+52%
|
|
|
274
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$561K
|
-$138K
|
-2,949
|
-20%
|
|
|
275
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$560K
|
–
|
–
|
–
|
|
