|
301
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$14.2M
|
+$222K
|
+1,868
|
+2%
|
|
|
302
|
Whittier Trust
South Pasadena,
California
|
$14.2M
|
+$193K
|
+1,625
|
+1%
|
|
|
303
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$14.1M
|
+$485K
|
+4,087
|
+4%
|
|
|
304
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$14M
|
-$1.59M
|
-13,368
|
-10%
|
|
|
305
|
Canton Hathaway
Providence,
Rhode Island
|
$14M
|
+$14.1M
|
+118,805
|
New
|
|
|
306
|
Derby & Company
Newton,
Massachusetts
|
$14M
|
+$486K
|
+4,096
|
+4%
|
|
|
307
|
Penobscot Investment Management
Boston,
Massachusetts
|
$13.9M
|
+$3.73M
|
+31,479
|
+37%
|
|
|
308
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$13.8M
|
+$417K
|
+3,514
|
+3%
|
|
|
309
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$13.8M
|
+$1.91M
|
+16,135
|
+16%
|
|
|
310
|
Grimes & Company
Westborough,
Massachusetts
|
$13.6M
|
-$364K
|
-3,067
|
-3%
|
|
|
311
|
Bank of Hawaii
Honolulu,
Hawaii
|
$13.5M
|
-$22.5K
|
-190
|
-0.2%
|
|
|
312
|
Parkside Advisors
Berkeley,
California
|
$13.4M
|
-$586K
|
-4,940
|
-4%
|
|
|
313
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$13.4M
|
+$1.86M
|
+15,673
|
+16%
|
|
|
314
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$13.1M
|
+$2.05M
|
+17,270
|
+18%
|
|
|
315
|
CIBC World Market
Toronto,
Ontario, Canada
|
$13M
|
+$1.14M
|
+9,607
|
+10%
|
|
|
316
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$13M
|
+$2.3M
|
+19,416
|
+21%
|
|
|
317
|
Sentinel Trust
Houston,
Texas
|
$13M
|
+$295K
|
+2,489
|
+2%
|
|
|
318
|
Old Mission Capital
Chicago,
Illinois
|
$13M
|
+$13M
|
+109,738
|
New
|
|
|
319
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$12.9M
|
-$5.97M
|
-50,361
|
-32%
|
|
|
320
|
Founders Financial Securities
Towson,
Maryland
|
$12.7M
|
+$1.33M
|
+11,248
|
+12%
|
|
|
321
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.6M
|
+$463K
|
+3,904
|
+4%
|
|
|
322
|
KFA Private Wealth Group
Tysons,
Virginia
|
$12.5M
|
+$312K
|
+2,627
|
+3%
|
|
|
323
|
North American Management
Boston,
Massachusetts
|
$12.4M
|
+$253K
|
+2,137
|
+2%
|
|
|
324
|
Shilanski & Associates
Anchorage,
Alaska
|
$12.4M
|
+$353K
|
+2,973
|
+3%
|
|
|
325
|
IHT Wealth Management
Chicago,
Illinois
|
$12.4M
|
+$10.7M
|
+90,240
|
+625%
|
|
