|
176
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$19.5M
|
-$25.3K
|
-348
|
-0.1%
|
|
|
177
|
Lido Advisors
Los Angeles,
California
|
$19.4M
|
+$306K
|
+4,203
|
+2%
|
|
|
178
|
Chesley Taft & Associates
Chicago,
Illinois
|
$19.3M
|
+$1.34M
|
+18,394
|
+8%
|
|
|
179
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$19.2M
|
+$108K
|
+1,482
|
+0.6%
|
|
|
180
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$18.8M
|
+$219K
|
+3,010
|
+1%
|
|
|
181
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$18.6M
|
+$192K
|
+2,643
|
+1%
|
|
|
182
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$18.5M
|
-$3.64M
|
-50,026
|
-17%
|
|
|
183
|
Stephens Inc
Little Rock,
Arkansas
|
$18.5M
|
-$663K
|
-9,121
|
-3%
|
|
|
184
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.4M
|
+$93.1K
|
+1,280
|
+0.5%
|
|
|
185
|
Main Management
San Francisco,
California
|
$18.3M
|
+$657K
|
+9,030
|
+4%
|
|
|
186
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$18.3M
|
+$90K
|
+1,238
|
+0.5%
|
|
|
187
|
ETF Portfolio Partners
Leawood,
Kansas
|
$18.3M
|
+$374K
|
+5,142
|
+2%
|
|
|
188
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18.2M
|
-$4.07M
|
-55,908
|
-18%
|
|
|
189
|
Joel Isaacson & Co
New York
|
$18.1M
|
+$5.66M
|
+77,821
|
+46%
|
|
|
190
|
Ballast Inc
Lexington,
Kentucky
|
$17.9M
|
-$455K
|
-6,253
|
-3%
|
|
|
191
|
Journey Beyond Wealth
Roswell,
Georgia
|
$17.9M
|
-$1.34M
|
-18,446
|
-7%
|
|
|
192
|
Park Avenue Securities
New York
|
$17.8M
|
+$5.54M
|
+76,145
|
+46%
|
|
|
193
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$17.7M
|
+$17M
|
+234,020
|
+3,298%
|
|
|
194
|
SouthState Corp
Winter Haven,
Florida
|
$17.6M
|
+$281K
|
+3,865
|
+2%
|
|
|
195
|
Allspring Global Investments
Charlotte,
North Carolina
|
$17.2M
|
–
|
–
|
–
|
|
|
196
|
Hall Capital Management
Barrington,
Rhode Island
|
$17.2M
|
+$3.03M
|
+41,607
|
+22%
|
|
|
197
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.2M
|
-$324K
|
-4,455
|
-2%
|
|
|
198
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$17.2M
|
+$348K
|
+4,782
|
+2%
|
|
|
199
|
NewEdge Advisors
New Orleans,
Louisiana
|
$16.8M
|
+$2.16M
|
+29,673
|
+15%
|
|
|
200
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$16.6M
|
+$1.85M
|
+25,384
|
+13%
|
|
