|
251
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$3.23M
|
+$219K
|
+1,042
|
+8%
|
|
|
252
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$3.23M
|
+$2.23M
|
+10,620
|
+223%
|
|
|
253
|
Balentine LLC
Atlanta,
Georgia
|
$3.22M
|
–
|
–
|
–
|
|
|
254
|
Wealth Alliance
Mellville,
New York
|
$3.15M
|
+$133K
|
+631
|
+4%
|
|
|
255
|
Family CFO
Los Altos,
California
|
$3.15M
|
+$25.4K
|
+121
|
+0.8%
|
|
|
256
|
Waverly Advisors
Birmingham,
Alabama
|
$3.15M
|
+$50.6K
|
+241
|
+2%
|
|
|
257
|
Roundview Capital
Princeton,
New Jersey
|
$3.07M
|
+$28.1K
|
+134
|
+0.9%
|
|
|
258
|
Fullerton Advisors
Danville,
California
|
$3.05M
|
+$3.07M
|
+14,603
|
New
|
|
|
259
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$3.02M
|
+$3.03M
|
+14,449
|
New
|
|
|
260
|
Warner Financial
Bethesda,
Maryland
|
$3M
|
-$2.1K
|
-10
|
-0.1%
|
|
|
261
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.95M
|
-$147K
|
-700
|
-5%
|
|
|
262
|
Single Point Partners
Boston,
Massachusetts
|
$2.92M
|
+$4.41K
|
+21
|
+0.2%
|
|
|
263
|
Signal Tree Financial Partners
Copley,
Ohio
|
$2.9M
|
+$20.4K
|
+97
|
+0.7%
|
|
|
264
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$2.82M
|
-$385K
|
-1,835
|
-12%
|
|
|
265
|
Fedenia Advisers
Madison,
Wisconsin
|
$2.8M
|
+$94.9K
|
+452
|
+3%
|
|
|
266
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$2.8M
|
+$2.81M
|
+13,375
|
New
|
|
|
267
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$2.8M
|
–
|
–
|
–
|
|
|
268
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.78M
|
+$2.79M
|
+13,285
|
New
|
|
|
269
|
|
$2.73M
|
+$52.1K
|
+248
|
+2%
|
|
|
270
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.71M
|
-$21.8K
|
-104
|
-0.8%
|
|
|
271
|
Trust Point Inc
La Crosse,
Wisconsin
|
$2.68M
|
–
|
–
|
–
|
|
|
272
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$2.66M
|
+$2.67M
|
+12,728
|
New
|
|
|
273
|
Telos Capital Management
San Diego,
California
|
$2.66M
|
-$362K
|
-1,725
|
-12%
|
|
|
274
|
Coastline Trust
Providence,
Rhode Island
|
$2.65M
|
–
|
–
|
–
|
|
|
275
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.64M
|
+$16.8K
|
+80
|
+0.6%
|
|
