|
301
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$4.99M
|
+$1.49M
|
+18,546
|
+43%
|
|
|
302
|
Swan Capital
Pensacola,
Florida
|
$4.98M
|
-$10.5K
|
-131
|
-0.2%
|
|
|
303
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$4.97M
|
+$303K
|
+3,773
|
+6%
|
|
|
304
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$4.91M
|
–
|
–
|
–
|
|
|
305
|
Adams Wealth Management
Logan,
Utah
|
$4.88M
|
+$1.11M
|
+13,842
|
+30%
|
|
|
306
|
Atria Investments
Charlotte,
North Carolina
|
$4.85M
|
+$58.7K
|
+732
|
+1%
|
|
|
307
|
Monument Capital Management
Alexandria,
Virginia
|
$4.79M
|
+$1.43M
|
+17,869
|
+43%
|
|
|
308
|
Sage Rhino Capital
Menlo Park,
California
|
$4.74M
|
+$789K
|
+9,834
|
+20%
|
|
|
309
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.73M
|
+$976K
|
+12,165
|
+26%
|
|
|
310
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$4.69M
|
+$367K
|
+4,577
|
+9%
|
|
|
311
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$4.64M
|
+$2.08M
|
+25,912
|
+82%
|
|
|
312
|
O'Rourke & Company
Boston,
Massachusetts
|
$4.61M
|
+$209K
|
+2,609
|
+5%
|
|
|
313
|
Wellington Management Group
Boston,
Massachusetts
|
$4.58M
|
+$4.57M
|
+56,900
|
New
|
|
|
314
|
|
$4.57M
|
+$988K
|
+12,307
|
+28%
|
|
|
315
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.57M
|
+$363K
|
+4,520
|
+9%
|
|
|
316
|
Auour Investments
Woburn,
Massachusetts
|
$4.54M
|
+$154K
|
+1,924
|
+4%
|
|
|
317
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.52M
|
-$473K
|
-5,898
|
-10%
|
|
|
318
|
InterOcean Capital Group
Nashville,
Tennessee
|
$4.51M
|
+$4.49M
|
+55,962
|
New
|
|
|
319
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$4.5M
|
+$1.98M
|
+24,620
|
+79%
|
|
|
320
|
Cascade Financial Partners
San Diego,
California
|
$4.45M
|
+$4.53M
|
+56,430
|
New
|
|
|
321
|
Relative Value Partners Group
|
$4.39M
|
-$217K
|
-2,704
|
-5%
|
|
|
322
|
American Trust
Lexington,
Kentucky
|
$4.32M
|
-$18.2M
|
-227,270
|
-81%
|
|
|
323
|
Palouse Capital Management
Spokane,
Washington
|
$4.26M
|
-$85.2K
|
-1,061
|
-2%
|
|
|
324
|
Rathbones Group
Liverpool,
United Kingdom
|
$4.24M
|
-$26.6K
|
-331
|
-0.6%
|
|
|
325
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$4.21M
|
+$369K
|
+4,596
|
+10%
|
|
