|
301
|
Segment Wealth Management
Houston,
Texas
|
$378K
|
+$380K
|
+3,600
|
New
|
|
|
302
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$378K
|
+$528
|
+5
|
+0.1%
|
|
|
303
|
JB Capital
Wethersfield,
Connecticut
|
$378K
|
-$102K
|
-970
|
-21%
|
|
|
304
|
Zacks Investment Management
Chicago,
Illinois
|
$375K
|
+$378K
|
+3,576
|
New
|
|
|
305
|
BNB Wealth Management
Silver Spring,
Maryland
|
$371K
|
+$373K
|
+3,533
|
New
|
|
|
306
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$369K
|
+$21.1K
|
+200
|
+6%
|
|
|
307
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$368K
|
–
|
–
|
–
|
|
|
308
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$362K
|
–
|
–
|
–
|
|
|
309
|
Ignite Planners
San Clemente,
California
|
$362K
|
–
|
–
|
–
|
|
|
310
|
Private Trust Company
Cleveland,
Ohio
|
$361K
|
-$44.6K
|
-422
|
-11%
|
|
|
311
|
CoreCap Advisors
Southfield,
Michigan
|
$359K
|
+$36.5K
|
+346
|
+11%
|
|
|
312
|
Nova Wealth Management
Bonita Springs,
Florida
|
$355K
|
-$739
|
-7
|
-0.2%
|
|
|
313
|
Valmark Advisers
Akron,
Ohio
|
$348K
|
-$35.4K
|
-335
|
-9%
|
|
|
314
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$347K
|
+$348K
|
+3,300
|
New
|
|
|
315
|
AssetMark Inc
Concord,
California
|
$339K
|
+$73.9K
|
+700
|
+28%
|
|
|
316
|
Matthew Hamilton Rosenberg
|
$339K
|
-$66.4K
|
-629
|
-16%
|
|
|
317
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$337K
|
-$9.93K
|
-94
|
-3%
|
|
|
318
|
United Advisor Group
Cincinnati,
Ohio
|
$336K
|
+$43.9K
|
+416
|
+15%
|
|
|
319
|
Mairs & Power Inc
St Paul,
Minnesota
|
$331K
|
-$257K
|
-2,432
|
-44%
|
|
|
320
|
First Business Financial Services
Madison,
Wisconsin
|
$330K
|
–
|
–
|
–
|
|
|
321
|
PFG Investments
Woodbury,
New York
|
$329K
|
-$6.86K
|
-65
|
-2%
|
|
|
322
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$324K
|
+$435K
|
+4,124
|
New
|
|
|
323
|
Next Level Wealth Planning
Meridian,
Idaho
|
$323K
|
–
|
–
|
–
|
|
|
324
|
Peak Asset Management
Louisville,
Colorado
|
$323K
|
–
|
–
|
–
|
|
|
325
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$322K
|
–
|
–
|
–
|
|
