|
326
|
Private Trust Company
Cleveland,
Ohio
|
$250K
|
-$17.8K
|
-120
|
-7%
|
|
|
327
|
Modera Wealth Management
Westwood,
New Jersey
|
$250K
|
-$173K
|
-1,168
|
-41%
|
|
|
328
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$249K
|
-$14.8K
|
-100
|
-6%
|
|
|
329
|
Moseley Investment Management
Bradenton,
Florida
|
$246K
|
–
|
–
|
–
|
|
|
330
|
Patten & Patten
Chattanooga,
Tennessee
|
$245K
|
–
|
–
|
–
|
|
|
331
|
WealthOne
Albany,
New York
|
$244K
|
–
|
–
|
–
|
|
|
332
|
Summit Financial Strategies
Columbus,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
333
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$243K
|
–
|
–
|
–
|
|
|
334
|
|
$241K
|
+$242K
|
+1,635
|
New
|
|
|
335
|
Institute for Wealth Management
Denver,
Colorado
|
$241K
|
-$315K
|
-2,128
|
-57%
|
|
|
336
|
CreativeOne Wealth
Overland Park,
Kansas
|
$237K
|
+$3.85K
|
+26
|
+2%
|
|
|
337
|
FirstPurpose Wealth
Orem,
Utah
|
$237K
|
+$16K
|
+108
|
+7%
|
|
|
338
|
Curtis Advisory Group
Santa Barbara,
California
|
$236K
|
–
|
–
|
–
|
|
|
339
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$235K
|
+$6.37K
|
+43
|
+3%
|
|
|
340
|
My Personal CFO LLC
Vancouver,
Washington
|
$233K
|
+$5.92K
|
+40
|
+3%
|
|
|
341
|
D. Scott Neal
Lexington,
Kentucky
|
$231K
|
+$232K
|
+1,565
|
New
|
|
|
342
|
BTS Asset Management
Lincoln,
Massachusetts
|
$224K
|
+$2.52K
|
+17
|
+1%
|
|
|
343
|
Focus Financial Network
Minneapolis,
Minnesota
|
$223K
|
-$5.77K
|
-39
|
-3%
|
|
|
344
|
BCS Wealth Management
Johnson City,
Tennessee
|
$221K
|
+$222K
|
+1,497
|
New
|
|
|
345
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
346
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
347
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$216K
|
+$148
|
+1
|
+0.1%
|
|
|
348
|
Yoder Wealth Management
Walnut Creek,
California
|
$213K
|
+$214K
|
+1,445
|
New
|
|
|
349
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$212K
|
+$213K
|
+1,439
|
New
|
|
|
350
|
V Wealth Advisors
Overland Park,
Kansas
|
$211K
|
+$148
|
+1
|
+0.1%
|
|
