|
201
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$13.2M
|
–
|
–
|
–
|
|
|
202
|
Willis Johnson & Associates
Houston,
Texas
|
$13.1M
|
+$1.33M
|
+6,960
|
+11%
|
|
|
203
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$13.1M
|
-$52.9K
|
-278
|
-0.4%
|
|
|
204
|
Newport Capital Group
Red Bank,
New Jersey
|
$12.9M
|
+$213K
|
+1,120
|
+2%
|
|
|
205
|
MetLife Investment Management
Whippany,
New Jersey
|
$12.9M
|
+$2.29M
|
+12,000
|
+21%
|
|
|
206
|
Prism Advisors
Studio City,
California
|
$12.9M
|
+$1.46M
|
+7,670
|
+13%
|
|
|
207
|
Country Club Bank
Kansas City,
Missouri
|
$12.8M
|
-$491K
|
-2,579
|
-4%
|
|
|
208
|
SlateStone Wealth
Jupiter,
Florida
|
$12.8M
|
+$2.21M
|
+11,624
|
+21%
|
|
|
209
|
US Financial Advisors
Braintree,
Massachusetts
|
$12.7M
|
+$231K
|
+1,213
|
+2%
|
|
|
210
|
Churchill Management
Los Angeles,
California
|
$12.7M
|
-$152K
|
-800
|
-1%
|
|
|
211
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$12.7M
|
-$113K
|
-595
|
-0.9%
|
|
|
212
|
Certuity
North Palm Beach,
Florida
|
$12.4M
|
+$22.9K
|
+120
|
+0.2%
|
|
|
213
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$12.3M
|
+$8.07M
|
+42,368
|
+182%
|
|
|
214
|
Silvercrest Asset Management
New York
|
$12.3M
|
-$2.39M
|
-12,559
|
-16%
|
|
|
215
|
Zacks Investment Management
Chicago,
Illinois
|
$12.3M
|
-$33.4M
|
-175,621
|
-73%
|
|
|
216
|
XML Financial
Bethesda,
Maryland
|
$12.2M
|
-$858K
|
-4,503
|
-6%
|
|
|
217
|
Sonata Capital Group
Seattle,
Washington
|
$12.2M
|
+$147K
|
+773
|
+1%
|
|
|
218
|
West Bancorporation
West Des Moines,
Iowa
|
$12.2M
|
+$1.3M
|
+6,845
|
+12%
|
|
|
219
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.1M
|
+$571
|
+3
|
+0%
|
|
|
220
|
Breakwater Capital Group
Paramus,
New Jersey
|
$12M
|
+$321K
|
+1,687
|
+3%
|
|
|
221
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.6M
|
-$567K
|
-2,977
|
-5%
|
|
|
222
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$11.5M
|
-$205K
|
-1,075
|
-2%
|
|
|
223
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.5M
|
-$624K
|
-3,277
|
-5%
|
|
|
224
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.4M
|
-$444K
|
-2,332
|
-4%
|
|
|
225
|
Summit Financial
Parsippany,
New Jersey
|
$11.3M
|
+$963K
|
+5,055
|
+9%
|
|
