|
201
|
Principal Securities
Des Moines,
Iowa
|
$29.5M
|
+$473K
|
+6,349
|
+2%
|
|
|
202
|
BIP Wealth
Atlanta,
Georgia
|
$29.2M
|
+$4.77M
|
+64,073
|
+19%
|
|
|
203
|
Pinnacle Associates
New York
|
$28.9M
|
+$2.89M
|
+38,832
|
+11%
|
|
|
204
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$28.8M
|
+$619K
|
+8,312
|
+2%
|
|
|
205
|
BHK Investment Advisors
Birmingham,
Alabama
|
$28.7M
|
+$3.54M
|
+47,569
|
+14%
|
|
|
206
|
Rockefeller Capital Management
New York
|
$28.5M
|
+$10.5M
|
+140,884
|
+58%
|
|
|
207
|
MA Private Wealth
San Carlos,
California
|
$28.4M
|
-$4.94M
|
-66,312
|
-15%
|
|
|
208
|
Summit Wealth Group
White River Junction,
Vermont
|
$28.1M
|
+$1.1M
|
+14,792
|
+4%
|
|
|
209
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$28M
|
+$1.01M
|
+13,558
|
+4%
|
|
|
210
|
Tompkins Financial
Ithaca,
New York
|
$28M
|
+$5.17M
|
+69,506
|
+23%
|
|
|
211
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28M
|
-$2.38M
|
-31,927
|
-8%
|
|
|
212
|
Gotham Asset Management
New York
|
$27.9M
|
+$1.29M
|
+17,284
|
+5%
|
|
|
213
|
G2 Capital Management
Columbus,
Ohio
|
$27.9M
|
+$212K
|
+2,844
|
+0.8%
|
|
|
214
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$27.7M
|
–
|
–
|
–
|
|
|
215
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$27.5M
|
+$4.06M
|
+54,509
|
+17%
|
|
|
216
|
Legacy Private Trust
Neenah,
Wisconsin
|
$27.1M
|
-$436K
|
-5,854
|
-2%
|
|
|
217
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$27M
|
+$1.54M
|
+20,639
|
+6%
|
|
|
218
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$26.7M
|
+$8.17M
|
+109,775
|
+44%
|
|
|
219
|
Allspring Global Investments
Charlotte,
North Carolina
|
$26.7M
|
-$299K
|
-4,024
|
-1%
|
|
|
220
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$26.6M
|
+$1.66M
|
+22,312
|
+7%
|
|
|
221
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$26.6M
|
+$2.52M
|
+33,810
|
+10%
|
|
|
222
|
Fifth Third Securities
Cincinnati,
Ohio
|
$26.5M
|
+$1.84M
|
+24,766
|
+7%
|
|
|
223
|
Verus Advisory
Seattle,
Washington
|
$26.3M
|
+$26.4M
|
+354,323
|
New
|
|
|
224
|
WBH Advisory
Baltimore,
Maryland
|
$26.2M
|
+$1.13M
|
+15,215
|
+4%
|
|
|
225
|
Prudent Man Advisors
Naperville,
Illinois
|
$26.2M
|
-$206K
|
-2,763
|
-0.8%
|
|
