|
351
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$4.5M
|
+$596K
|
+5,497
|
+14%
|
|
|
352
|
Davidson Investment Advisors
Great Falls,
Montana
|
$4.48M
|
+$354K
|
+3,265
|
+8%
|
|
|
353
|
Fure Financial Corporation
Bloomington,
Minnesota
|
$4.45M
|
+$4.74M
|
+43,758
|
New
|
|
|
354
|
Agilis Partners
Waltham,
Massachusetts
|
$4.43M
|
–
|
–
|
–
|
|
|
355
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.39M
|
+$69.8K
|
+644
|
+2%
|
|
|
356
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.35M
|
+$409K
|
+3,772
|
+10%
|
|
|
357
|
Wealth Management Partners
Tucson,
Arizona
|
$4.33M
|
-$542K
|
-5,000
|
-11%
|
|
|
358
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$4.32M
|
+$143K
|
+1,319
|
+3%
|
|
|
359
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$4.31M
|
-$3.95M
|
-36,449
|
-46%
|
|
|
360
|
|
$4.28M
|
+$758K
|
+6,994
|
+20%
|
|
|
361
|
Biltmore Family Office
Charlotte,
North Carolina
|
$4.26M
|
+$187K
|
+1,730
|
+4%
|
|
|
362
|
Sterling Financial Planning
Sparta,
New Jersey
|
$4.25M
|
+$155K
|
+1,431
|
+4%
|
|
|
363
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.23M
|
+$325K
|
+3,001
|
+8%
|
|
|
364
|
Zhang Financial
Portage,
Michigan
|
$4.18M
|
+$3.36M
|
+31,005
|
+306%
|
|
|
365
|
HB Wealth Management
Atlanta,
Georgia
|
$4.14M
|
+$2.59M
|
+23,860
|
+142%
|
|
|
366
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$4.12M
|
+$3.22M
|
+29,749
|
+278%
|
|
|
367
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$4.08M
|
-$65.9K
|
-608
|
-1%
|
|
|
368
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$4.03M
|
+$82.5K
|
+761
|
+2%
|
|
|
369
|
CX Institutional
Auburn,
Indiana
|
$4.02M
|
+$4.29M
|
+39,550
|
New
|
|
|
370
|
Clarity Financial
Houston,
Texas
|
$3.99M
|
+$4.25M
|
+39,229
|
New
|
|
|
371
|
Old Port Advisors
Portland,
Maine
|
$3.97M
|
-$109K
|
-1,002
|
-2%
|
|
|
372
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$3.91M
|
-$838K
|
-7,733
|
-17%
|
|
|
373
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$3.86M
|
+$53.5K
|
+494
|
+1%
|
|
|
374
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$3.85M
|
+$104K
|
+957
|
+3%
|
|
|
375
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3.76M
|
+$383K
|
+3,534
|
+11%
|
|
