|
351
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.17M
|
+$641K
|
+4,305
|
+100%
|
|
|
352
|
West Coast Financial
Santa Barbara,
California
|
$1.14M
|
+$5.36K
|
+36
|
+0.4%
|
|
|
353
|
Castleark Management
Chicago,
Illinois
|
$1.13M
|
–
|
–
|
–
|
|
|
354
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.13M
|
+$26.8K
|
+180
|
+2%
|
|
|
355
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$1.11M
|
+$145K
|
+973
|
+14%
|
|
|
356
|
West Bancorporation
West Des Moines,
Iowa
|
$1.11M
|
+$1.05M
|
+7,075
|
+656%
|
|
|
357
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.11M
|
+$87K
|
+585
|
+8%
|
|
|
358
|
|
$1.1M
|
–
|
–
|
–
|
|
|
359
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.08M
|
–
|
–
|
–
|
|
|
360
|
Veery Capital
Wilmington,
Delaware
|
$1.08M
|
+$90.2K
|
+606
|
+8%
|
|
|
361
|
Wealth Alliance
Mellville,
New York
|
$1.08M
|
+$952K
|
+6,398
|
+416%
|
|
|
362
|
E&G Advisors
Houston,
Texas
|
$1.07M
|
-$16.5K
|
-111
|
-1%
|
|
|
363
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$1.07M
|
+$55.7K
|
+374
|
+5%
|
|
|
364
|
MV Capital Management
Bethesda,
Maryland
|
$1.07M
|
-$21.9K
|
-147
|
-2%
|
|
|
365
|
Alamar Capital Management
Santa Barbara,
California
|
$1.07M
|
-$257K
|
-1,730
|
-18%
|
|
|
366
|
Stegner Investment Associates
Louisville,
Kentucky
|
$1.06M
|
-$27.7K
|
-186
|
-2%
|
|
|
367
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.06M
|
+$6.55K
|
+44
|
+0.6%
|
|
|
368
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.06M
|
-$35.3K
|
-237
|
-3%
|
|
|
369
|
Renasant Bank
Tupelo,
Mississippi
|
$1.04M
|
+$652K
|
+4,382
|
+134%
|
|
|
370
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.04M
|
-$6.1K
|
-41
|
-0.5%
|
|
|
371
|
Opal Wealth Advisors
Jericho,
New York
|
$1.03M
|
+$1.13M
|
+7,587
|
New
|
|
|
372
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$1.03M
|
+$37.5K
|
+252
|
+3%
|
|
|
373
|
Financial Guidance Group
Palm Harbor,
Florida
|
$1.01M
|
-$98.5K
|
-662
|
-8%
|
|
|
374
|
Performa Ltd (US)
Charleston,
South Carolina
|
$996K
|
+$417K
|
+2,805
|
+62%
|
|
|
375
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$984K
|
-$24K
|
-161
|
-2%
|
|
