|
126
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.65M
|
+$112K
|
+1,329
|
+7%
|
|
|
127
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1.61M
|
-$10.2M
|
-120,721
|
-86%
|
|
|
128
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$1.59M
|
-$21.6K
|
-256
|
-1%
|
|
|
129
|
Wela Strategies
Atlanta,
Georgia
|
$1.58M
|
-$24.4K
|
-289
|
-2%
|
|
|
130
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$1.58M
|
+$1.58M
|
+18,688
|
New
|
|
|
131
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.51M
|
–
|
–
|
–
|
|
|
132
|
HSBC Holdings
London,
United Kingdom
|
$1.46M
|
-$1.27M
|
-15,000
|
-46%
|
|
|
133
|
Country Club Trust
Kansas City,
Missouri
|
$1.42M
|
-$176K
|
-2,085
|
-11%
|
|
|
134
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1.41M
|
-$288K
|
-3,409
|
-17%
|
|
|
135
|
|
$1.4M
|
–
|
–
|
–
|
|
|
136
|
Creative Planning
Overland Park,
Kansas
|
$1.4M
|
-$15.5K
|
-183
|
-1%
|
|
|
137
|
Synovus Financial
Columbus,
Georgia
|
$1.35M
|
+$1.34M
|
+15,805
|
+17,758%
|
|
|
138
|
First Personal Financial Services
Charlotte,
North Carolina
|
$1.34M
|
+$33.4K
|
+395
|
+3%
|
|
|
139
|
American National Bank & Trust
Wichita Falls,
Texas
|
$1.34M
|
-$9.72K
|
-115
|
-0.7%
|
|
|
140
|
SouthState Corp
Winter Haven,
Florida
|
$1.32M
|
-$425K
|
-5,027
|
-24%
|
|
|
141
|
KeyBank National Association
Cleveland,
Ohio
|
$1.3M
|
+$1.3M
|
+15,331
|
New
|
|
|
142
|
Strategic Financial Services
Utica,
New York
|
$1.28M
|
-$159K
|
-1,878
|
-11%
|
|
|
143
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.24M
|
+$27K
|
+320
|
+2%
|
|
|
144
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.21M
|
-$129K
|
-1,525
|
-10%
|
|
|
145
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.21M
|
-$476K
|
-5,635
|
-28%
|
|
|
146
|
Violich Capital Management
San Francisco,
California
|
$1.15M
|
+$515K
|
+6,100
|
+82%
|
|
|
147
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$1.13M
|
–
|
–
|
–
|
|
|
148
|
PagnatoKarp Partners
Reston,
Virginia
|
$1.09M
|
-$103K
|
-1,221
|
-9%
|
|
|
149
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.04M
|
-$21.3K
|
-252
|
-2%
|
|
|
150
|
Callan Capital
La Jolla,
California
|
$1.04M
|
+$634K
|
+7,507
|
+156%
|
|
