|
701
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.49M
|
+$71.3K
|
+1,319
|
+6%
|
|
|
702
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$1.49M
|
–
|
–
|
–
|
|
|
703
|
5T Wealth
Napa,
California
|
$1.49M
|
+$673K
|
+12,450
|
+98%
|
|
|
704
|
WESPAC Advisors
Orinda,
California
|
$1.48M
|
+$210K
|
+3,878
|
+18%
|
|
|
705
|
Sharper & Granite
El Segundo,
California
|
$1.47M
|
+$65.2K
|
+1,205
|
+5%
|
|
|
706
|
Endeavor Private Wealth
Topeka,
Kansas
|
$1.47M
|
+$872K
|
+16,119
|
+184%
|
|
|
707
|
Accredited Wealth Management
Louisville,
Kentucky
|
$1.46M
|
-$33K
|
-610
|
-2%
|
|
|
708
|
Venturi Wealth Management
Austin,
Texas
|
$1.46M
|
+$269K
|
+4,979
|
+25%
|
|
|
709
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.46M
|
+$175K
|
+3,233
|
+15%
|
|
|
710
|
Kilter Group
Rhinebeck,
New York
|
$1.46M
|
+$561K
|
+10,380
|
+72%
|
|
|
711
|
Iconiq Capital
San Francisco,
California
|
$1.46M
|
-$726K
|
-13,413
|
-35%
|
|
|
712
|
Brown Brothers Harriman & Co
New York
|
$1.45M
|
–
|
–
|
–
|
|
|
713
|
Country Club Bank
Kansas City,
Missouri
|
$1.45M
|
+$6.33K
|
+117
|
+0.5%
|
|
|
714
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.44M
|
+$10K
|
+185
|
+0.8%
|
|
|
715
|
Montis Financial
Waltham,
Massachusetts
|
$1.44M
|
-$7.9K
|
-146
|
-0.6%
|
|
|
716
|
SWP Financial
San Diego,
California
|
$1.43M
|
+$599K
|
+11,080
|
+84%
|
|
|
717
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.43M
|
-$81.7K
|
-1,510
|
-6%
|
|
|
718
|
Americana Partners
Houston,
Texas
|
$1.42M
|
-$60.1K
|
-1,111
|
-4%
|
|
|
719
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$1.41M
|
-$180K
|
-3,329
|
-12%
|
|
|
720
|
Uniting Wealth Partners
Mission,
Kansas
|
$1.4M
|
+$1.28M
|
+23,723
|
New
|
|
|
721
|
J.W. Coons Advisors
Columbus,
Ohio
|
$1.4M
|
–
|
–
|
–
|
|
|
722
|
J.W. Burns & Co
Dewitt,
New York
|
$1.39M
|
+$87K
|
+1,608
|
+7%
|
|
|
723
|
Hutchinson Capital Management
San Rafael,
California
|
$1.36M
|
–
|
–
|
–
|
|
|
724
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.36M
|
-$429K
|
-7,929
|
-26%
|
|
|
725
|
Midwest Financial Group
Overland Park,
Kansas
|
$1.36M
|
+$38.4K
|
+710
|
+3%
|
|
