|
301
|
Tiedemann Advisors
New York
|
$19.4M
|
+$2.27M
|
+8,261
|
+13%
|
|
|
302
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$19.3M
|
-$649K
|
-2,360
|
-3%
|
|
|
303
|
Rezny Wealth Management
Fort Myers,
Florida
|
$19M
|
+$2.33M
|
+8,457
|
+13%
|
|
|
304
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$19M
|
+$753K
|
+2,738
|
+4%
|
|
|
305
|
Mizuho Trust & Banking
Tokyo,
Japan
|
$18.6M
|
–
|
–
|
–
|
|
|
306
|
Monetta Financial Services
Wheaton,
Illinois
|
$18.6M
|
–
|
–
|
–
|
|
|
307
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$18.5M
|
+$3.45M
|
+12,545
|
+22%
|
|
|
308
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$18.5M
|
-$1.32M
|
-4,809
|
-6%
|
|
|
309
|
Two Sigma Securities
New York
|
$18.5M
|
+$18.8M
|
+68,516
|
+6,223%
|
|
|
310
|
|
$18.4M
|
+$19M
|
+69,176
|
New
|
|
|
311
|
American Portfolios Advisors
Holbrook,
New York
|
$18.3M
|
+$491K
|
+1,785
|
+3%
|
|
|
312
|
Oxford Financial Group
Carmel,
Indiana
|
$18.2M
|
+$914K
|
+3,325
|
+5%
|
|
|
313
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$18.1M
|
+$3.59M
|
+13,050
|
+24%
|
|
|
314
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$18M
|
+$576K
|
+2,095
|
+3%
|
|
|
315
|
Credit Suisse
Zurich,
Switzerland
|
$17.8M
|
+$8.9M
|
+32,372
|
+93%
|
|
|
316
|
IHT Wealth Management
Chicago,
Illinois
|
$17.7M
|
+$7.86M
|
+28,565
|
+72%
|
|
|
317
|
Norris Perne & French
Grand Rapids,
Michigan
|
$17.6M
|
-$939K
|
-3,414
|
-5%
|
|
|
318
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$17.5M
|
+$8.56M
|
+31,134
|
+89%
|
|
|
319
|
Pinnacle Associates
New York
|
$17.4M
|
+$1.61M
|
+5,844
|
+10%
|
|
|
320
|
Matson Money Inc
Mason,
Ohio
|
$17.3M
|
+$1.02M
|
+3,713
|
+6%
|
|
|
321
|
Steward Partners Investment Advisory
New York
|
$17.2M
|
+$2.2M
|
+8,007
|
+14%
|
|
|
322
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$17.1M
|
+$958K
|
+3,484
|
+6%
|
|
|
323
|
Confluence Wealth Management
Portland,
Oregon
|
$16.9M
|
-$2M
|
-7,263
|
-10%
|
|
|
324
|
BTC Capital Management
Des Moines,
Iowa
|
$16.8M
|
+$894K
|
+3,252
|
+5%
|
|
|
325
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$16.6M
|
-$796K
|
-2,893
|
-4%
|
|
