|
301
|
TrueWealth Advisors
Birmingham,
Alabama
|
$3.98M
|
–
|
–
|
–
|
|
|
302
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$3.97M
|
+$616
|
+4
|
+0%
|
|
|
303
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.95M
|
+$641K
|
+4,165
|
+20%
|
|
|
304
|
Wealthspire Advisors (New York)
New York
|
$3.87M
|
+$28.9K
|
+188
|
+0.8%
|
|
|
305
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$3.84M
|
-$74.6K
|
-485
|
-2%
|
|
|
306
|
W Advisors LLC
Germantown,
Tennessee
|
$3.81M
|
+$56.8K
|
+369
|
+2%
|
|
|
307
|
AJ Wealth Strategies
New York
|
$3.8M
|
+$16.9K
|
+110
|
+0.5%
|
|
|
308
|
Procyon Advisors
Shelton,
Connecticut
|
$3.79M
|
-$265K
|
-1,724
|
-7%
|
|
|
309
|
Cresset Asset Management
Chicago,
Illinois
|
$3.73M
|
+$382K
|
+2,480
|
+12%
|
|
|
310
|
Investment Partners
New Philadelphia,
Ohio
|
$3.72M
|
–
|
–
|
–
|
|
|
311
|
Evercore Wealth Management
New York
|
$3.71M
|
-$26.6K
|
-173
|
-0.7%
|
|
|
312
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$3.68M
|
+$2.19M
|
+14,223
|
+151%
|
|
|
313
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.62M
|
+$367K
|
+2,387
|
+11%
|
|
|
314
|
Seneca House Advisors
Richmond,
Virginia
|
$3.62M
|
+$34.9K
|
+227
|
+1%
|
|
|
315
|
Palladium Partners
Norfolk,
Virginia
|
$3.54M
|
-$53.2K
|
-346
|
-1%
|
|
|
316
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.53M
|
+$98.9K
|
+643
|
+3%
|
|
|
317
|
Prospera Financial Services
Dallas,
Texas
|
$3.52M
|
+$1.89M
|
+12,294
|
+120%
|
|
|
318
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$3.51M
|
–
|
–
|
–
|
|
|
319
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.5M
|
-$2.8M
|
-18,170
|
-45%
|
|
|
320
|
Simmons Bank
Pine Bluff,
Arkansas
|
$3.49M
|
+$265K
|
+1,725
|
+8%
|
|
|
321
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.44M
|
+$882K
|
+5,735
|
+35%
|
|
|
322
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$3.4M
|
+$13.1K
|
+85
|
+0.4%
|
|
|
323
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$3.36M
|
-$176K
|
-1,142
|
-5%
|
|
|
324
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.3M
|
+$4.77K
|
+31
|
+0.1%
|
|
|
325
|
ACAS LLC
Rancho Santa Fe,
California
|
$3.27M
|
-$66.3K
|
-431
|
-2%
|
|
