|
326
|
Bank of Stockton
Stockton,
California
|
$19.5M
|
-$985K
|
-8,721
|
-5%
|
|
|
327
|
Summit Asset Management
Memphis,
Tennessee
|
$19.4M
|
+$506K
|
+4,479
|
+3%
|
|
|
328
|
EPIQ Capital Group
San Francisco,
California
|
$19.4M
|
+$4.45M
|
+39,399
|
+31%
|
|
|
329
|
Fusion Family Wealth
Woodbury,
New York
|
$19.4M
|
+$19.3K
|
+171
|
+0.1%
|
|
|
330
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$19.3M
|
+$399K
|
+3,532
|
+2%
|
|
|
331
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$19.2M
|
-$66.5K
|
-589
|
-0.4%
|
|
|
332
|
JVL Associates
Wyoming,
Michigan
|
$18.9M
|
-$884K
|
-7,825
|
-5%
|
|
|
333
|
Enzi Wealth
Austin,
Texas
|
$18.9M
|
+$539K
|
+4,768
|
+3%
|
|
|
334
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$18.8M
|
-$504K
|
-4,458
|
-3%
|
|
|
335
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$18.8M
|
+$177K
|
+1,565
|
+1%
|
|
|
336
|
Verus Capital Partners
Scottsdale,
Arizona
|
$18.7M
|
+$427K
|
+3,783
|
+2%
|
|
|
337
|
|
$18.7M
|
+$13.7M
|
+121,201
|
+316%
|
|
|
338
|
Washington Trust
Westerly,
Rhode Island
|
$18.6M
|
+$1.01M
|
+8,973
|
+6%
|
|
|
339
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$18.6M
|
-$1.67M
|
-14,795
|
-9%
|
|
|
340
|
Litman Gregory Wealth Management
Larkspur,
California
|
$18.5M
|
+$1.85M
|
+16,351
|
+12%
|
|
|
341
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$18.5M
|
-$5.14M
|
-45,492
|
-22%
|
|
|
342
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$18.3M
|
+$200K
|
+1,767
|
+1%
|
|
|
343
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$18.1M
|
+$376K
|
+3,330
|
+2%
|
|
|
344
|
Oakwell Private Wealth Management
Austin,
Texas
|
$18.1M
|
-$1.15M
|
-10,160
|
-6%
|
|
|
345
|
Argent Trust Co
Nashville,
Tennessee
|
$18.1M
|
+$1.05M
|
+9,304
|
+6%
|
|
|
346
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$18M
|
+$170K
|
+1,509
|
+1%
|
|
|
347
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$17.9M
|
+$150K
|
+1,324
|
+0.9%
|
|
|
348
|
Concurrent Investment Advisors
Tampa,
Florida
|
$17.9M
|
+$2.41M
|
+21,368
|
+16%
|
|
|
349
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$17.9M
|
+$2.01M
|
+17,807
|
+13%
|
|
|
350
|
Choreo LLC
Rockford,
Illinois
|
$17.7M
|
+$6.87M
|
+60,824
|
+66%
|
|
