|
301
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.04M
|
+$55.6K
|
+1,995
|
+3%
|
|
|
302
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.03M
|
+$439K
|
+15,763
|
+26%
|
|
|
303
|
Burney Company
Reston,
Virginia
|
$1.99M
|
-$8.36K
|
-300
|
-0.4%
|
|
|
304
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.99M
|
-$46K
|
-1,651
|
-2%
|
|
|
305
|
Vontobel Holding
Zurich,
Switzerland
|
$1.99M
|
+$821K
|
+29,480
|
+63%
|
|
|
306
|
HBK Investments
Dallas,
Texas
|
$1.96M
|
+$2.09M
|
+75,000
|
New
|
|
|
307
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.91M
|
-$176K
|
-6,310
|
-8%
|
|
|
308
|
Cypress Point Investment Management
Mill Valley,
California
|
$1.9M
|
+$2.03M
|
+72,746
|
New
|
|
|
309
|
Pinnacle Wealth Management
Roseville,
California
|
$1.86M
|
+$1.98M
|
+71,127
|
New
|
|
|
310
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$1.85M
|
-$638K
|
-22,913
|
-24%
|
|
|
311
|
Truist Financial
Charlotte,
North Carolina
|
$1.85M
|
-$278K
|
-9,971
|
-12%
|
|
|
312
|
Harbour Investments
Madison,
Wisconsin
|
$1.83M
|
+$38.3K
|
+1,374
|
+2%
|
|
|
313
|
Xcel Wealth Management
Holly Hill,
Florida
|
$1.83M
|
-$27.9K
|
-1,000
|
-1%
|
|
|
314
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.83M
|
+$313K
|
+11,237
|
+19%
|
|
|
315
|
Amalgamated Bank
New York
|
$1.8M
|
+$203K
|
+7,296
|
+12%
|
|
|
316
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$1.76M
|
-$33.9K
|
-1,215
|
-2%
|
|
|
317
|
Blue Jean Financial
Albany,
New York
|
$1.74M
|
+$1.86M
|
+66,617
|
New
|
|
|
318
|
Strategic Advocates
Logan,
Utah
|
$1.74M
|
–
|
–
|
–
|
|
|
319
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.74M
|
+$125K
|
+4,480
|
+7%
|
|
|
320
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.73M
|
-$1.53M
|
-54,860
|
-42%
|
|
|
321
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.73M
|
+$4.99K
|
+179
|
+0.3%
|
|
|
322
|
Solidarity Wealth
Lehi,
Utah
|
$1.72M
|
–
|
–
|
–
|
|
|
323
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.71M
|
-$11.2M
|
-400,483
|
-86%
|
|
|
324
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.69M
|
+$252K
|
+9,044
|
+16%
|
|
|
325
|
Soltis Investment Advisors
St. George,
Utah
|
$1.68M
|
-$3.96K
|
-142
|
-0.2%
|
|
