|
501
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$3.69M
|
+$819K
|
+13,106
|
+29%
|
|
|
502
|
Perigon Wealth Management
San Francisco,
California
|
$3.69M
|
+$286K
|
+4,575
|
+8%
|
|
|
503
|
SouthState Corp
Winter Haven,
Florida
|
$3.67M
|
-$1.27M
|
-20,259
|
-24%
|
|
|
504
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$3.67M
|
-$460K
|
-7,373
|
-11%
|
|
|
505
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$3.66M
|
–
|
–
|
–
|
|
|
506
|
CCG Wealth Management
San Diego,
California
|
$3.63M
|
+$3.85M
|
+61,718
|
New
|
|
|
507
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.58M
|
+$62.8K
|
+1,005
|
+2%
|
|
|
508
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$3.58M
|
+$1.58M
|
+25,324
|
+71%
|
|
|
509
|
JOYN Advisors
Atlanta,
Georgia
|
$3.57M
|
-$262K
|
-4,187
|
-6%
|
|
|
510
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$3.56M
|
-$17.7K
|
-283
|
-0.5%
|
|
|
511
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$3.56M
|
+$2.23M
|
+35,644
|
+143%
|
|
|
512
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$3.56M
|
+$896K
|
+14,340
|
+31%
|
|
|
513
|
IFP Advisors
Tampa,
Florida
|
$3.55M
|
-$1.13M
|
-18,119
|
-23%
|
|
|
514
|
Manchester Capital Management
Manchester,
Vermont
|
$3.54M
|
–
|
–
|
–
|
|
|
515
|
Global Retirement Partners
San Rafael,
California
|
$3.49M
|
-$453K
|
-7,253
|
-11%
|
|
|
516
|
The Family Firm
Bethesda,
Maryland
|
$3.47M
|
-$16.6K
|
-266
|
-0.4%
|
|
|
517
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.47M
|
+$3.69M
|
+59,032
|
New
|
|
|
518
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.47M
|
-$459K
|
-7,349
|
-11%
|
|
|
519
|
Argent Trust Co
Nashville,
Tennessee
|
$3.46M
|
+$1.83M
|
+29,290
|
+99%
|
|
|
520
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$3.46M
|
+$3.68M
|
+58,865
|
New
|
|
|
521
|
|
$3.44M
|
-$72.2M
|
-1,155,228
|
-95%
|
|
|
522
|
Barings
Charlotte,
North Carolina
|
$3.44M
|
-$12.5K
|
-200
|
-0.3%
|
|
|
523
|
ProVise Management Group
Clearwater,
Florida
|
$3.43M
|
-$45.8K
|
-733
|
-1%
|
|
|
524
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$3.43M
|
+$13.1K
|
+210
|
+0.4%
|
|
|
525
|
Keel Point
Huntsville,
Alabama
|
$3.43M
|
+$2.39M
|
+38,318
|
+192%
|
|
