|
351
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$12M
|
–
|
–
|
–
|
|
|
352
|
Congress Asset Management
Boston,
Massachusetts
|
$11.9M
|
-$36.1M
|
-377,256
|
-77%
|
|
|
353
|
Total Wealth Planning
Cincinnati,
Ohio
|
$11.9M
|
+$7.99M
|
+83,596
|
+296%
|
|
|
354
|
Flynn Zito Capital Management
Garden City,
New York
|
$11.8M
|
+$151K
|
+1,584
|
+1%
|
|
|
355
|
Hardy Reed
Tupelo,
Mississippi
|
$11.8M
|
–
|
–
|
–
|
|
|
356
|
Whittier Trust
South Pasadena,
California
|
$11.6M
|
+$12.6K
|
+132
|
+0.1%
|
|
|
357
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$11.6M
|
+$46.7K
|
+488
|
+0.4%
|
|
|
358
|
RhumbLine Advisers
Boston,
Massachusetts
|
$11.5M
|
-$9.57M
|
-100,128
|
-48%
|
|
|
359
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$11.5M
|
-$431K
|
-4,512
|
-4%
|
|
|
360
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$11.5M
|
+$80.3K
|
+840
|
+0.8%
|
|
|
361
|
Apella Capital
West Hartford,
Connecticut
|
$11.5M
|
-$1.86M
|
-19,496
|
-15%
|
|
|
362
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$11.3M
|
+$1.65M
|
+17,232
|
+19%
|
|
|
363
|
Xponance
Philadelphia,
Pennsylvania
|
$11.3M
|
+$5.2M
|
+54,372
|
+105%
|
|
|
364
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$11.2M
|
-$2.21M
|
-23,092
|
-18%
|
|
|
365
|
Highland Financial Advisors
Wayne,
New Jersey
|
$11.2M
|
-$48.2K
|
-504
|
-0.5%
|
|
|
366
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
$11.2M
|
+$36.3K
|
+380
|
+0.4%
|
|
|
367
|
Busey Bank
Urbana,
Illinois
|
$11.1M
|
-$406K
|
-4,248
|
-4%
|
|
|
368
|
Advisory Services Network
Atlanta,
Georgia
|
$11.1M
|
+$218K
|
+2,280
|
+2%
|
|
|
369
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$11.1M
|
+$7.47M
|
+78,112
|
+295%
|
|
|
370
|
SG Americas Securities
New York
|
$11.1M
|
-$3.51M
|
-36,668
|
-26%
|
|
|
371
|
Tobias Financial Advisors
Plantation,
Florida
|
$11.1M
|
+$76.5K
|
+800
|
+0.8%
|
|
|
372
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$10.9M
|
-$296K
|
-3,092
|
-3%
|
|
|
373
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$10.9M
|
-$18.6M
|
-194,668
|
-65%
|
|
|
374
|
Argent Trust Co
Nashville,
Tennessee
|
$10.9M
|
+$107K
|
+1,124
|
+1%
|
|
|
375
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$10.9M
|
+$2.42M
|
+25,312
|
+33%
|
|
