|
226
|
Bank of Stockton
Stockton,
California
|
$12.3M
|
-$1.36M
|
-19,042
|
-10%
|
|
|
227
|
ProVise Management Group
Clearwater,
Florida
|
$12.2M
|
+$75.5K
|
+1,053
|
+0.6%
|
|
|
228
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$12.2M
|
+$23K
|
+321
|
+0.2%
|
|
|
229
|
Equitable Holdings
New York
|
$12.2M
|
+$303K
|
+4,231
|
+3%
|
|
|
230
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$12.1M
|
-$276K
|
-3,850
|
-2%
|
|
|
231
|
Oppenheimer & Co
New York
|
$12.1M
|
-$55.1K
|
-769
|
-0.4%
|
|
|
232
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$12M
|
+$1.29M
|
+17,975
|
+12%
|
|
|
233
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$12M
|
-$428K
|
-5,966
|
-3%
|
|
|
234
|
Rockefeller Capital Management
New York
|
$11.9M
|
+$755K
|
+10,537
|
+7%
|
|
|
235
|
ESL Trust Services
Rochester,
New York
|
$11.9M
|
+$46.6K
|
+650
|
+0.4%
|
|
|
236
|
Hills Bank & Trust
North Liberty,
Iowa
|
$11.7M
|
+$2.53M
|
+35,340
|
+27%
|
|
|
237
|
Capital Advantage
Walnut Creek,
California
|
$11.6M
|
+$35.5K
|
+495
|
+0.3%
|
|
|
238
|
Insight Wealth Strategies
San Ramon,
California
|
$11.4M
|
+$5.36M
|
+74,772
|
+85%
|
|
|
239
|
Gofen & Glossberg
Chicago,
Illinois
|
$11.4M
|
-$670K
|
-9,354
|
-5%
|
|
|
240
|
Natixis Advisors
Boston,
Massachusetts
|
$11M
|
+$1.71M
|
+23,832
|
+18%
|
|
|
241
|
High Falls Advisors
Rochester,
New York
|
$11M
|
+$3.23M
|
+45,053
|
+42%
|
|
|
242
|
|
$11M
|
+$188K
|
+2,630
|
+2%
|
|
|
243
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.9M
|
+$105K
|
+1,464
|
+1%
|
|
|
244
|
HSBC Holdings
London,
United Kingdom
|
$10.8M
|
+$66.4K
|
+926
|
+0.6%
|
|
|
245
|
Atria Investments
Charlotte,
North Carolina
|
$10.8M
|
+$2.18M
|
+30,444
|
+25%
|
|
|
246
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$10.7M
|
+$101K
|
+1,409
|
+0.9%
|
|
|
247
|
AdvicePeriod
Los Angeles,
California
|
$10.7M
|
+$852K
|
+11,888
|
+8%
|
|
|
248
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$10.6M
|
-$12.7K
|
-177
|
-0.1%
|
|
|
249
|
Single Point Partners
Boston,
Massachusetts
|
$10.6M
|
+$967K
|
+13,498
|
+10%
|
|
|
250
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$10.6M
|
-$24.9K
|
-348
|
-0.2%
|
|
