|
826
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$3.22M
|
+$729K
|
+20,604
|
+32%
|
|
|
827
|
Wealth Alliance
Mellville,
New York
|
$3.22M
|
-$70.1K
|
-1,980
|
-2%
|
|
|
828
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$3.21M
|
-$424K
|
-11,997
|
-12%
|
|
|
829
|
Cynosure Group
Salt Lake City,
Utah
|
$3.21M
|
+$4.14K
|
+117
|
+0.1%
|
|
|
830
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$3.21M
|
+$301K
|
+8,500
|
+11%
|
|
|
831
|
Balentine LLC
Atlanta,
Georgia
|
$3.21M
|
+$1.2M
|
+33,982
|
+67%
|
|
|
832
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$3.2M
|
-$3.14M
|
-88,636
|
-51%
|
|
|
833
|
Horizon Investments
Charlotte,
North Carolina
|
$3.2M
|
+$1.08M
|
+30,455
|
+55%
|
|
|
834
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3.19M
|
-$135K
|
-3,804
|
-4%
|
|
|
835
|
Marco Investment Management
Atlanta,
Georgia
|
$3.18M
|
-$294K
|
-8,307
|
-9%
|
|
|
836
|
Resources Management Corp
West Hartford,
Connecticut
|
$3.18M
|
+$5.31K
|
+150
|
+0.2%
|
|
|
837
|
Americana Partners
Houston,
Texas
|
$3.18M
|
+$1.01M
|
+28,554
|
+44%
|
|
|
838
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3.18M
|
+$30K
|
+849
|
+1%
|
|
|
839
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$3.16M
|
-$77.3K
|
-2,185
|
-3%
|
|
|
840
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$3.16M
|
+$180K
|
+5,090
|
+6%
|
|
|
841
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$3.16M
|
+$770K
|
+21,776
|
+35%
|
|
|
842
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3.15M
|
-$3.47K
|
-98
|
-0.1%
|
|
|
843
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$3.14M
|
+$98.1K
|
+2,774
|
+3%
|
|
|
844
|
SkyOak Wealth
Southfield,
Michigan
|
$3.14M
|
-$770K
|
-21,762
|
-21%
|
|
|
845
|
Holderness Investments Company
Greensboro,
North Carolina
|
$3.13M
|
+$729K
|
+20,611
|
+33%
|
|
|
846
|
TrueMark Investments
Chicago,
Illinois
|
$3.13M
|
+$2.94M
|
+82,955
|
New
|
|
|
847
|
Jacobs & Co
San Francisco,
California
|
$3.13M
|
-$2.11M
|
-59,691
|
-42%
|
|
|
848
|
IHT Wealth Management
Chicago,
Illinois
|
$3.12M
|
-$447K
|
-12,638
|
-13%
|
|
|
849
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$3.12M
|
-$64K
|
-1,808
|
-2%
|
|
|
850
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$3.09M
|
-$60.1K
|
-1,698
|
-2%
|
|
