|
301
|
SVB Wealth
Boston,
Massachusetts
|
$2.63M
|
+$1.44M
|
+48,921
|
+134%
|
|
|
302
|
Lee Capital Holdings
New York
|
$2.6M
|
–
|
–
|
–
|
|
|
303
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$2.6M
|
+$2.48M
|
+84,337
|
New
|
|
|
304
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.56M
|
+$18.9K
|
+643
|
+0.8%
|
|
|
305
|
Williams Jones Wealth Management
New York
|
$2.56M
|
-$114K
|
-3,880
|
-4%
|
|
|
306
|
Magnus Financial Group
New York
|
$2.56M
|
+$27.9K
|
+952
|
+1%
|
|
|
307
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.56M
|
+$10.6K
|
+361
|
+0.4%
|
|
|
308
|
Texas Permanent School Fund
Austin,
Texas
|
$2.52M
|
–
|
–
|
–
|
|
|
309
|
Simmons Bank
Pine Bluff,
Arkansas
|
$2.49M
|
+$89.8K
|
+3,058
|
+4%
|
|
|
310
|
Court Place Advisors
Ellicott City,
Maryland
|
$2.48M
|
-$37.4K
|
-1,275
|
-2%
|
|
|
311
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.47M
|
–
|
–
|
–
|
|
|
312
|
Veracity Capital
Atlanta,
Georgia
|
$2.47M
|
+$2.35M
|
+80,166
|
New
|
|
|
313
|
Manchester Capital Management
Manchester,
Vermont
|
$2.46M
|
–
|
–
|
–
|
|
|
314
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$2.46M
|
–
|
–
|
–
|
|
|
315
|
BigSur Wealth Management
Miami,
Florida
|
$2.45M
|
-$14.7K
|
-500
|
-0.6%
|
|
|
316
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$2.43M
|
-$17.5K
|
-596
|
-0.7%
|
|
|
317
|
City Holding Co
Charleston,
West Virginia
|
$2.43M
|
-$59.2K
|
-2,018
|
-2%
|
|
|
318
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2.43M
|
+$27.4K
|
+932
|
+1%
|
|
|
319
|
Ascent Wealth Partners
New Hartford,
New York
|
$2.42M
|
+$23K
|
+784
|
+1%
|
|
|
320
|
First Allied Advisory Services
San Diego,
California
|
$2.41M
|
-$1.07M
|
-36,620
|
-32%
|
|
|
321
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$2.38M
|
-$96.3K
|
-3,281
|
-4%
|
|
|
322
|
Bank of the West
Monterey Park,
California
|
$2.37M
|
+$388K
|
+13,227
|
+21%
|
|
|
323
|
Cavalier Investments
Alpharetta,
Georgia
|
$2.37M
|
-$4.99M
|
-170,060
|
-69%
|
|
|
324
|
Foothills Asset Management
Scottsdale,
Arizona
|
$2.34M
|
-$25.4K
|
-864
|
-1%
|
|
|
325
|
Institute for Wealth Management
Denver,
Colorado
|
$2.32M
|
-$46.4K
|
-1,582
|
-2%
|
|
