|
351
|
HB Wealth Management
Atlanta,
Georgia
|
$694K
|
+$213K
|
+2,997
|
+40%
|
|
|
352
|
Equitable Holdings
New York
|
$689K
|
+$34.7K
|
+488
|
+5%
|
|
|
353
|
Mission Wealth Management
Santa Barbara,
California
|
$688K
|
+$127K
|
+1,789
|
+21%
|
|
|
354
|
Private Capital Management (Florida)
Naples,
Florida
|
$684K
|
–
|
–
|
–
|
|
|
355
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$679K
|
-$8.04K
|
-113
|
-1%
|
|
|
356
|
Freedom Investment Management
Hartford,
Connecticut
|
$677K
|
-$659K
|
-9,261
|
-48%
|
|
|
357
|
Monetary Management Group
St Louis,
Missouri
|
$675K
|
–
|
–
|
–
|
|
|
358
|
WhitTier Trust Company
Reno,
Nevada
|
$675K
|
-$14.1K
|
-198
|
-2%
|
|
|
359
|
Valeo Financial Advisors
Carmel,
Indiana
|
$675K
|
+$9.74K
|
+137
|
+1%
|
|
|
360
|
Argent Trust Co
Nashville,
Tennessee
|
$672K
|
-$67K
|
-942
|
-9%
|
|
|
361
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$671K
|
-$48.4K
|
-680
|
-6%
|
|
|
362
|
KeyBank National Association
Cleveland,
Ohio
|
$669K
|
+$99.1K
|
+1,393
|
+16%
|
|
|
363
|
Outfitter Financial
Brunswick,
Maine
|
$667K
|
–
|
–
|
–
|
|
|
364
|
Park Circle Company
Baltimore,
Maryland
|
$667K
|
–
|
–
|
–
|
|
|
365
|
Henry James International Management
New York
|
$662K
|
–
|
–
|
–
|
|
|
366
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$660K
|
+$34.7K
|
+488
|
+5%
|
|
|
367
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$659K
|
–
|
–
|
–
|
|
|
368
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$657K
|
-$69K
|
-970
|
-9%
|
|
|
369
|
Heritage Family Offices
Scottsdale,
Arizona
|
$657K
|
+$700K
|
+9,846
|
New
|
|
|
370
|
Ativo Capital Management
Chicago,
Illinois
|
$643K
|
-$14.3K
|
-201
|
-2%
|
|
|
371
|
Modera Wealth Management
Westwood,
New Jersey
|
$634K
|
-$14.4K
|
-203
|
-2%
|
|
|
372
|
Pitcairn
Conshohocken,
Pennsylvania
|
$634K
|
+$63.7K
|
+896
|
+10%
|
|
|
373
|
Essex Financial Services
Essex,
Connecticut
|
$626K
|
+$157K
|
+2,206
|
+31%
|
|
|
374
|
Renasant Bank
Tupelo,
Mississippi
|
$626K
|
-$187K
|
-2,633
|
-22%
|
|
|
375
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$619K
|
+$131K
|
+1,842
|
+25%
|
|
