|
251
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$21M
|
+$10.1M
|
+44,024
|
+98%
|
|
|
252
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$20.9M
|
+$221K
|
+962
|
+1%
|
|
|
253
|
Citizens Financial Group
Providence,
Rhode Island
|
$20.8M
|
+$475K
|
+2,070
|
+2%
|
|
|
254
|
Snider Financial Group
Bellevue,
Washington
|
$20.8M
|
-$961K
|
-4,186
|
-5%
|
|
|
255
|
Smith, Moore & Co
Clayton,
Missouri
|
$20.6M
|
-$403K
|
-1,755
|
-2%
|
|
|
256
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.6M
|
-$3.17M
|
-13,810
|
-14%
|
|
|
257
|
Central Trust Company
Jefferson City,
Missouri
|
$20.5M
|
-$374K
|
-1,627
|
-2%
|
|
|
258
|
Summit Financial
Parsippany,
New Jersey
|
$20.5M
|
+$1.63M
|
+7,081
|
+9%
|
|
|
259
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$20.4M
|
-$11.3M
|
-49,194
|
-36%
|
|
|
260
|
Curi RMB Capital
Chicago,
Illinois
|
$20.4M
|
-$342K
|
-1,491
|
-2%
|
|
|
261
|
Rothschild Investment LLC
Chicago,
Illinois
|
$20.3M
|
+$143K
|
+623
|
+0.7%
|
|
|
262
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$20.2M
|
-$2.26M
|
-9,860
|
-10%
|
|
|
263
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$20.1M
|
-$388K
|
-1,691
|
-2%
|
|
|
264
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$19.8M
|
+$99K
|
+431
|
+0.5%
|
|
|
265
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$19.7M
|
-$947K
|
-4,125
|
-5%
|
|
|
266
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$19.6M
|
+$1.03M
|
+4,471
|
+6%
|
|
|
267
|
CM Wealth Advisors
Beachwood,
Ohio
|
$19.6M
|
-$37.7K
|
-164
|
-0.2%
|
|
|
268
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$19.5M
|
-$19.6M
|
-85,381
|
-85%
|
|
|
269
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$19.5M
|
-$319K
|
-1,389
|
-2%
|
|
|
270
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$19.4M
|
+$5.83M
|
+25,386
|
+45%
|
|
|
271
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$19.3M
|
+$4.38M
|
+19,063
|
+31%
|
|
|
272
|
Merit Financial Group
Alpharetta,
Georgia
|
$19.2M
|
-$465K
|
-2,027
|
-2%
|
|
|
273
|
Hanover Advisors
Seneca,
South Carolina
|
$19.2M
|
-$368K
|
-1,602
|
-2%
|
|
|
274
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$19M
|
+$105K
|
+458
|
+0.6%
|
|
|
275
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$18.9M
|
+$819K
|
+3,565
|
+5%
|
|
