|
151
|
Belpointe Asset Management
Reno,
Nevada
|
$6.29M
|
+$1.55M
|
+22,043
|
+32%
|
|
|
152
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$6.16M
|
–
|
–
|
–
|
|
|
153
|
SummitPoint Capital Management
Littleton,
Colorado
|
$6.05M
|
+$6.36M
|
+90,132
|
New
|
|
|
154
|
Todd Asset Management
Louisville,
Kentucky
|
$6.03M
|
+$930K
|
+13,185
|
+18%
|
|
|
155
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$6.03M
|
-$5.57K
|
-79
|
-0.1%
|
|
|
156
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.97M
|
+$1.8M
|
+25,531
|
+41%
|
|
|
157
|
Waterloo Capital
Austin,
Texas
|
$5.96M
|
-$99.2K
|
-1,406
|
-2%
|
|
|
158
|
Arcus Capital Partners
Atlanta,
Georgia
|
$5.9M
|
-$114K
|
-1,616
|
-2%
|
|
|
159
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$5.82M
|
+$25K
|
+354
|
+0.4%
|
|
|
160
|
Ehrenkranz Partners
New York
|
$5.36M
|
+$487K
|
+6,908
|
+10%
|
|
|
161
|
Investment Research Partners
Lemont,
Pennsylvania
|
$5.26M
|
+$215K
|
+3,050
|
+4%
|
|
|
162
|
Daviman Financial
Noblesville,
Indiana
|
$5.26M
|
+$5.42M
|
+76,773
|
New
|
|
|
163
|
Ballentine Partners
Waltham,
Massachusetts
|
$5.21M
|
-$5.43K
|
-77
|
-0.1%
|
|
|
164
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$5.11M
|
+$31.2K
|
+442
|
+0.6%
|
|
|
165
|
SignatureFD
Atlanta,
Georgia
|
$5.03M
|
+$101K
|
+1,429
|
+2%
|
|
|
166
|
First National Bank of Omaha
Omaha,
Nebraska
|
$5.01M
|
+$2.58M
|
+36,590
|
+95%
|
|
|
167
|
Rathbones Group
Liverpool,
United Kingdom
|
$5M
|
+$50.1K
|
+710
|
+1%
|
|
|
168
|
FourThought Financial Partners
Venice,
Florida
|
$4.99M
|
+$377K
|
+5,347
|
+8%
|
|
|
169
|
Atria Investments
Charlotte,
North Carolina
|
$4.97M
|
-$594K
|
-8,426
|
-10%
|
|
|
170
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$4.87M
|
–
|
–
|
–
|
|
|
171
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$4.87M
|
+$5.02M
|
+71,142
|
New
|
|
|
172
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$4.72M
|
+$1.06M
|
+15,059
|
+28%
|
|
|
173
|
Fiduciary Trust
Boston,
Massachusetts
|
$4.65M
|
-$111K
|
-1,577
|
-2%
|
|
|
174
|
Mission Wealth Management
Santa Barbara,
California
|
$4.64M
|
–
|
–
|
–
|
|
|
175
|
St Louis Trust
Saint Louis,
Missouri
|
$4.54M
|
-$63K
|
-893
|
-1%
|
|
