|
551
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$18.9M
|
-$492K
|
-1,751
|
-3%
|
|
|
552
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$18.9M
|
-$56.8K
|
-202
|
-0.3%
|
|
|
553
|
Stokes Family Office
New Orleans,
Louisiana
|
$18.6M
|
+$1.69K
|
+6
|
+0%
|
|
|
554
|
Financial & Tax Architects
St Louis,
Missouri
|
$18.4M
|
+$14.8M
|
+52,475
|
+640%
|
|
|
555
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$18.4M
|
+$8.04M
|
+28,574
|
+89%
|
|
|
556
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$18.3M
|
-$784K
|
-2,788
|
-4%
|
|
|
557
|
Trace Wealth Advisors
Los Angeles,
California
|
$18.3M
|
+$1.17M
|
+4,165
|
+7%
|
|
|
558
|
Proficio Capital Partners
Newton,
Massachusetts
|
$18.2M
|
-$350K
|
-1,245
|
-2%
|
|
|
559
|
DRW Securities
Chicago,
Illinois
|
$18.2M
|
+$16.8M
|
+59,720
|
New
|
|
|
560
|
|
$18.1M
|
+$410K
|
+1,456
|
+3%
|
|
|
561
|
Glenview Trust
Louisville,
Kentucky
|
$17.9M
|
+$165K
|
+587
|
+1%
|
|
|
562
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$17.9M
|
+$1.01M
|
+3,575
|
+6%
|
|
|
563
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$17.8M
|
-$48.1K
|
-171
|
-0.3%
|
|
|
564
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$17.8M
|
–
|
–
|
–
|
|
|
565
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$17.8M
|
+$3.55M
|
+12,625
|
+28%
|
|
|
566
|
Westside Investment Management
Santa Monica,
California
|
$17.6M
|
–
|
–
|
–
|
|
|
567
|
Callan Family Office
Radnor,
Pennsylvania
|
$17.6M
|
-$1.26M
|
-4,470
|
-7%
|
|
|
568
|
NBT Bank
Norwich,
New York
|
$17.6M
|
+$120K
|
+426
|
+0.7%
|
|
|
569
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$17.5M
|
+$568K
|
+2,018
|
+4%
|
|
|
570
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$17.5M
|
-$722K
|
-2,568
|
-4%
|
|
|
571
|
Maryland Capital Advisors
Chester,
Maryland
|
$17.5M
|
-$181K
|
-643
|
-1%
|
|
|
572
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$17.4M
|
+$692K
|
+2,460
|
+4%
|
|
|
573
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$17.4M
|
+$1.01M
|
+3,606
|
+7%
|
|
|
574
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$17.4M
|
-$1.18M
|
-4,188
|
-7%
|
|
|
575
|
Silver Oak Securities
Jackson,
Tennessee
|
$17.3M
|
+$269K
|
+957
|
+2%
|
|
