|
201
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$13.5M
|
-$13.7K
|
-74
|
-0.1%
|
|
|
202
|
Breakwater Capital Group
Paramus,
New Jersey
|
$13.3M
|
+$887K
|
+4,787
|
+8%
|
|
|
203
|
Silvercrest Asset Management
New York
|
$13.1M
|
+$343K
|
+1,851
|
+3%
|
|
|
204
|
Churchill Management
Los Angeles,
California
|
$12.9M
|
-$182K
|
-983
|
-1%
|
|
|
205
|
Country Club Bank
Kansas City,
Missouri
|
$12.9M
|
-$376K
|
-2,028
|
-3%
|
|
|
206
|
Certuity
North Palm Beach,
Florida
|
$12.8M
|
+$70.2K
|
+379
|
+0.6%
|
|
|
207
|
Sonata Capital Group
Seattle,
Washington
|
$12.8M
|
+$184K
|
+995
|
+2%
|
|
|
208
|
XML Financial
Bethesda,
Maryland
|
$12.7M
|
+$94.6K
|
+511
|
+0.8%
|
|
|
209
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.5M
|
+$32.2K
|
+174
|
+0.3%
|
|
|
210
|
West Bancorporation
West Des Moines,
Iowa
|
$12.4M
|
-$185K
|
-999
|
-2%
|
|
|
211
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.9M
|
-$54.3K
|
-293
|
-0.5%
|
|
|
212
|
Insight 2811 Inc
Chicago,
Illinois
|
$11.8M
|
+$229K
|
+1,237
|
+2%
|
|
|
213
|
Genesis Private Wealth
Ashburn,
Virginia
|
$11.7M
|
+$17.8K
|
+96
|
+0.2%
|
|
|
214
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$11.7M
|
–
|
–
|
–
|
|
|
215
|
|
$11.7M
|
+$328K
|
+1,772
|
+3%
|
|
|
216
|
Summit Financial
Parsippany,
New Jersey
|
$11.5M
|
-$177K
|
-958
|
-2%
|
|
|
217
|
Nuveen
Charlotte,
North Carolina
|
$11.5M
|
-$46.4M
|
-250,580
|
-81%
|
|
|
218
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.5M
|
-$308K
|
-1,664
|
-3%
|
|
|
219
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$11.3M
|
+$4.09M
|
+22,102
|
+61%
|
|
|
220
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.3M
|
-$601K
|
-3,245
|
-5%
|
|
|
221
|
Investment Partners
New Philadelphia,
Ohio
|
$11.2M
|
+$412K
|
+2,226
|
+4%
|
|
|
222
|
SCS Capital Management
Boston,
Massachusetts
|
$11.2M
|
+$1.18M
|
+6,375
|
+12%
|
|
|
223
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$11.2M
|
-$240K
|
-1,297
|
-2%
|
|
|
224
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.1M
|
+$1.67M
|
+9,028
|
+19%
|
|
|
225
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.1M
|
-$50.2K
|
-271
|
-0.5%
|
|
