|
301
|
First National Corp
Rockland,
Massachusetts
|
$6.14M
|
+$264K
|
+2,789
|
+4%
|
|
|
302
|
Allie Family Office
Miami,
Florida
|
$6.14M
|
+$317K
|
+3,359
|
+5%
|
|
|
303
|
Prairiewood Capital
Fargo,
North Dakota
|
$6.13M
|
+$234K
|
+2,476
|
+4%
|
|
|
304
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$6.11M
|
-$2.27K
|
-24
|
-0%
|
|
|
305
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$6.1M
|
–
|
–
|
–
|
|
|
306
|
Krilogy Financial
St. Louis,
Missouri
|
$6.01M
|
+$253K
|
+2,678
|
+4%
|
|
|
307
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$5.98M
|
+$41.5K
|
+439
|
+0.7%
|
|
|
308
|
Financial Advisors Network
Tustin,
California
|
$5.97M
|
+$6.33M
|
+67,017
|
New
|
|
|
309
|
The Family Firm
Bethesda,
Maryland
|
$5.94M
|
+$130K
|
+1,375
|
+0.5%
|
|
|
310
|
WestHill Financial Advisors
San Rafael,
California
|
$5.94M
|
+$118K
|
+1,246
|
+2%
|
|
|
311
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$5.86M
|
+$139K
|
+1,474
|
+2%
|
|
|
312
|
SVB Wealth
Boston,
Massachusetts
|
$5.85M
|
+$4.91M
|
+51,992
|
+381%
|
|
|
313
|
Neumann Capital Management
Foster City,
California
|
$5.84M
|
-$198K
|
-2,092
|
-3%
|
|
|
314
|
JDM Financial Group
Austin,
Texas
|
$5.81M
|
+$505K
|
+5,346
|
+9%
|
|
|
315
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$5.76M
|
+$72K
|
+762
|
+1%
|
|
|
316
|
Agilis Partners
Waltham,
Massachusetts
|
$5.71M
|
+$211K
|
+2,238
|
+4%
|
|
|
317
|
Whittier Trust
South Pasadena,
California
|
$5.7M
|
+$259K
|
+2,742
|
+4%
|
|
|
318
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.69M
|
-$862K
|
-9,128
|
-13%
|
|
|
319
|
Dodds Wealth
Greenwood Village,
Colorado
|
$5.68M
|
-$493K
|
-5,214
|
-8%
|
|
|
320
|
Cresset Asset Management
Chicago,
Illinois
|
$5.6M
|
-$2.13M
|
-22,491
|
-26%
|
|
|
321
|
Cambridge Associates
Boston,
Massachusetts
|
$5.6M
|
-$2.18M
|
-23,029
|
-27%
|
|
|
322
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.59M
|
+$79.6K
|
+842
|
+1%
|
|
|
323
|
United Bank (Georgia)
Zebulon,
Georgia
|
$5.57M
|
+$1.44M
|
+15,248
|
+32%
|
|
|
324
|
Waverly Advisors
Birmingham,
Alabama
|
$5.48M
|
+$375K
|
+3,974
|
+7%
|
|
|
325
|
Oppenheimer & Co
New York
|
$5.42M
|
+$24.9K
|
+264
|
+0.4%
|
|
