|
1026
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$16.7M
|
+$492K
|
+857
|
+3%
|
|
|
1027
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$16.7M
|
-$103K
|
-179
|
-0.7%
|
|
|
1028
|
Peak Planning Group
Centennial,
Colorado
|
$16.6M
|
-$11.7M
|
-20,367
|
-43%
|
|
|
1029
|
United Community Bank
Greenville,
South Carolina
|
$16.5M
|
-$686K
|
-1,195
|
-4%
|
|
|
1030
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$16.5M
|
-$416K
|
-724
|
-3%
|
|
|
1031
|
Zhang Financial
Portage,
Michigan
|
$16.5M
|
+$873K
|
+1,521
|
+6%
|
|
|
1032
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$16.5M
|
+$440K
|
+766
|
+3%
|
|
|
1033
|
Proficio Capital Partners
Newton,
Massachusetts
|
$16.5M
|
-$414K
|
-721
|
-3%
|
|
|
1034
|
Caldwell Trust
Venice,
Florida
|
$16.5M
|
-$327K
|
-570
|
-2%
|
|
|
1035
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$16.4M
|
-$143K
|
-249
|
-0.9%
|
|
|
1036
|
Sage Advisory Services
Austin,
Texas
|
$16.3M
|
-$6.17M
|
-10,749
|
-29%
|
|
|
1037
|
Forefront Wealth Partners
Austin,
Texas
|
$16.3M
|
+$3.21M
|
+5,585
|
+25%
|
|
|
1038
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$16.2M
|
+$17.8K
|
+31
|
+0.1%
|
|
|
1039
|
Treasurer of the State of North Carolina
Raleigh,
North Carolina
|
$16.2M
|
-$17.9M
|
-31,186
|
-54%
|
|
|
1040
|
Webster Bank
Waterbury,
Connecticut
|
$16.2M
|
+$1.1M
|
+1,924
|
+8%
|
|
|
1041
|
EPG Wealth Management
Atlanta,
Georgia
|
$16.1M
|
-$3.98M
|
-6,930
|
-21%
|
|
|
1042
|
Congress Park Capital
Saratoga Springs,
New York
|
$16.1M
|
+$516K
|
+899
|
+4%
|
|
|
1043
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$16.1M
|
–
|
–
|
–
|
|
|
1044
|
BTC Capital Management
Des Moines,
Iowa
|
$16.1M
|
-$14.4K
|
-25
|
-0.1%
|
|
|
1045
|
Evergreen Capital Management
Bellevue,
Washington
|
$16.1M
|
+$1.25M
|
+2,184
|
+9%
|
|
|
1046
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$16.1M
|
+$10.4M
|
+18,060
|
+232%
|
|
|
1047
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$15.9M
|
+$923K
|
+1,607
|
+7%
|
|
|
1048
|
Axxcess Wealth Management
Carlsbad,
California
|
$15.9M
|
+$1.06M
|
+1,848
|
+8%
|
|
|
1049
|
Hardy Reed
Tupelo,
Mississippi
|
$15.9M
|
-$86.1K
|
-150
|
-0.6%
|
|
|
1050
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$15.9M
|
–
|
–
|
–
|
|
