|
551
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$10.4M
|
+$2.67M
|
+38,529
|
+33%
|
|
|
552
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$10.3M
|
-$2.35M
|
-33,895
|
-18%
|
|
|
553
|
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
|
$10.3M
|
+$4.02M
|
+57,890
|
+61%
|
|
|
554
|
Tompkins Financial
Ithaca,
New York
|
$10.3M
|
-$1.31M
|
-18,899
|
-11%
|
|
|
555
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$10.2M
|
+$1.07M
|
+15,411
|
+11%
|
|
|
556
|
1 North Wealth Services
Annapolis,
Maryland
|
$10.2M
|
-$273K
|
-3,934
|
-3%
|
|
|
557
|
Stratos Investment Management
Beachwood,
Ohio
|
$10.2M
|
-$126K
|
-1,819
|
-1%
|
|
|
558
|
Physician Wealth Advisors
Midvale,
Utah
|
$10M
|
+$137K
|
+1,980
|
+1%
|
|
|
559
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$10M
|
-$8.89M
|
-128,151
|
-46%
|
|
|
560
|
Sage Financial Management Group
Mclean,
Virginia
|
$10M
|
+$241K
|
+3,471
|
+2%
|
|
|
561
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$9.98M
|
+$3.44M
|
+49,658
|
+51%
|
|
|
562
|
Aft Forsyth & Sober
Valrico,
Florida
|
$9.95M
|
-$52K
|
-750
|
-0.5%
|
|
|
563
|
Choate Investment Advisors
Boston,
Massachusetts
|
$9.9M
|
-$29.8K
|
-429
|
-0.3%
|
|
|
564
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$9.9M
|
+$291K
|
+4,195
|
+3%
|
|
|
565
|
Atria Investments
Charlotte,
North Carolina
|
$9.87M
|
-$372K
|
-5,362
|
-4%
|
|
|
566
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$9.86M
|
+$334K
|
+4,818
|
+3%
|
|
|
567
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$9.83M
|
-$3.02M
|
-43,519
|
-23%
|
|
|
568
|
Evercore Wealth Management
New York
|
$9.81M
|
-$492K
|
-7,088
|
-5%
|
|
|
569
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$9.8M
|
+$137K
|
+1,974
|
+1%
|
|
|
570
|
Destiny Capital
Golden,
Colorado
|
$9.73M
|
-$140K
|
-2,016
|
-1%
|
|
|
571
|
SlateStone Wealth
Jupiter,
Florida
|
$9.71M
|
+$447K
|
+6,437
|
+5%
|
|
|
572
|
NTV Asset Management
Charleston,
West Virginia
|
$9.61M
|
-$392K
|
-5,647
|
-4%
|
|
|
573
|
World Investment Advisors
Santa Barbara,
California
|
$9.6M
|
-$501K
|
-7,217
|
-5%
|
|
|
574
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$9.5M
|
-$1.33M
|
-19,162
|
-12%
|
|
|
575
|
Pachira Investments
Dana Point,
California
|
$9.45M
|
-$425K
|
-6,133
|
-4%
|
|
