|
301
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.67M
|
+$1.61M
|
+10,958
|
New
|
|
|
302
|
Pacific Sun Financial
Los Angeles,
California
|
$1.67M
|
+$13.9K
|
+95
|
+0.9%
|
|
|
303
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$1.66M
|
+$263K
|
+1,794
|
+19%
|
|
|
304
|
Wealthspire Advisors (New York)
New York
|
$1.65M
|
+$86.6K
|
+590
|
+6%
|
|
|
305
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.63M
|
+$126K
|
+855
|
+9%
|
|
|
306
|
Grove Bank & Trust
Miami,
Florida
|
$1.63M
|
-$1.47K
|
-10
|
-0.1%
|
|
|
307
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$1.63M
|
+$4.41K
|
+30
|
+0.3%
|
|
|
308
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.63M
|
–
|
–
|
–
|
|
|
309
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$1.62M
|
+$1.58M
|
+10,753
|
New
|
|
|
310
|
Prospera Financial Services
Dallas,
Texas
|
$1.6M
|
+$717K
|
+4,884
|
+85%
|
|
|
311
|
Vickerman Investment Advisors
Spokane,
Washington
|
$1.58M
|
-$1.01M
|
-6,865
|
-39%
|
|
|
312
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.58M
|
+$1.54M
|
+10,509
|
New
|
|
|
313
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$1.57M
|
-$26.4K
|
-180
|
-2%
|
|
|
314
|
Perigon Wealth Management
San Francisco,
California
|
$1.56M
|
+$153K
|
+1,039
|
+11%
|
|
|
315
|
Empirical Wealth Management
Seattle,
Washington
|
$1.56M
|
+$309K
|
+2,106
|
+25%
|
|
|
316
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.55M
|
-$51K
|
-347
|
-3%
|
|
|
317
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.53M
|
+$12.8K
|
+87
|
+0.9%
|
|
|
318
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.53M
|
-$203K
|
-1,385
|
-12%
|
|
|
319
|
Capital Square
Chattanooga,
Tennessee
|
$1.52M
|
-$8.81K
|
-60
|
-0.6%
|
|
|
320
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.51M
|
+$6.31K
|
+43
|
+0.4%
|
|
|
321
|
Southport Capital Management
Chattanooga,
Tennessee
|
$1.5M
|
+$642K
|
+4,369
|
+78%
|
|
|
322
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.5M
|
+$596K
|
+4,056
|
+69%
|
|
|
323
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.48M
|
-$148K
|
-1,010
|
-9%
|
|
|
324
|
Glenview Trust
Louisville,
Kentucky
|
$1.48M
|
+$220K
|
+1,495
|
+18%
|
|
|
325
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.48M
|
–
|
–
|
–
|
|
