|
301
|
Westshore Wealth
Newport Beach,
California
|
$8.56M
|
+$921K
|
+14,476
|
+13%
|
|
|
302
|
Procyon Advisors
Shelton,
Connecticut
|
$8.54M
|
+$537K
|
+8,444
|
+7%
|
|
|
303
|
CX Institutional
Auburn,
Indiana
|
$8.51M
|
+$296K
|
+4,656
|
+4%
|
|
|
304
|
Curtis Advisory Group
Santa Barbara,
California
|
$8.46M
|
+$2.5M
|
+39,384
|
+47%
|
|
|
305
|
Choate Investment Advisors
Boston,
Massachusetts
|
$8.4M
|
+$19.1K
|
+300
|
+0.2%
|
|
|
306
|
Bessemer Group
Woodbridge,
New Jersey
|
$8.3M
|
-$201K
|
-3,160
|
-3%
|
|
|
307
|
West Bancorporation
West Des Moines,
Iowa
|
$8.28M
|
+$125K
|
+1,968
|
+2%
|
|
|
308
|
Whittier Trust
South Pasadena,
California
|
$8.24M
|
–
|
–
|
–
|
|
|
309
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$8.23M
|
+$7.61M
|
+119,612
|
New
|
|
|
310
|
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
|
$8.17M
|
-$7.4M
|
-116,400
|
-49%
|
|
|
311
|
FLC Capital Advisors
Palm Desert,
California
|
$8.16M
|
-$20.3K
|
-320
|
-0.3%
|
|
|
312
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$8.15M
|
+$297K
|
+4,672
|
+4%
|
|
|
313
|
Tobias Financial Advisors
Plantation,
Florida
|
$8.14M
|
+$54.4K
|
+856
|
+0.7%
|
|
|
314
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$8.11M
|
-$125K
|
-1,968
|
-2%
|
|
|
315
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.06M
|
-$569K
|
-8,952
|
-7%
|
|
|
316
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$8.05M
|
-$254K
|
-4,000
|
-3%
|
|
|
317
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.05M
|
+$535K
|
+8,420
|
+8%
|
|
|
318
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$7.98M
|
+$7.37M
|
+115,968
|
New
|
|
|
319
|
Xponance
Philadelphia,
Pennsylvania
|
$7.97M
|
+$2.34M
|
+36,816
|
+47%
|
|
|
320
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$7.96M
|
–
|
–
|
–
|
|
|
321
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$7.95M
|
-$516K
|
-8,120
|
-7%
|
|
|
322
|
Insight 2811 Inc
Chicago,
Illinois
|
$7.93M
|
-$54.9K
|
-864
|
-0.7%
|
|
|
323
|
Financial Management Professionals
Austin,
Texas
|
$7.86M
|
+$7.26M
|
+114,200
|
New
|
|
|
324
|
Busey Bank
Urbana,
Illinois
|
$7.83M
|
-$439K
|
-6,896
|
-6%
|
|
|
325
|
Oldfather Financial Services
Kearney,
Nebraska
|
$7.83M
|
-$145K
|
-2,288
|
-2%
|
|
