|
126
|
|
$7.2M
|
+$617K
|
+4,600
|
+9%
|
|
|
127
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.15M
|
+$48.5K
|
+362
|
+0.6%
|
|
|
128
|
KCM Investment Advisors
Greenbrae,
California
|
$7.09M
|
-$15K
|
-112
|
-0.2%
|
|
|
129
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$7.06M
|
-$26.8K
|
-200
|
-0.4%
|
|
|
130
|
TD Private Client Wealth
New York
|
$7.02M
|
+$450K
|
+3,355
|
+7%
|
|
|
131
|
Geneos Wealth Management
Englewood,
Colorado
|
$6.99M
|
+$3.38M
|
+25,202
|
+94%
|
|
|
132
|
Wedbush Securities
Los Angeles,
California
|
$6.95M
|
+$527K
|
+3,932
|
+8%
|
|
|
133
|
Stelac Advisory Services
New York
|
$6.87M
|
+$321K
|
+2,397
|
+5%
|
|
|
134
|
Glenview Trust
Louisville,
Kentucky
|
$6.59M
|
+$240K
|
+1,787
|
+4%
|
|
|
135
|
Carret Asset Management
New York
|
$6.5M
|
+$45.6K
|
+340
|
+0.7%
|
|
|
136
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$6.49M
|
+$28.8K
|
+215
|
+0.4%
|
|
|
137
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.4M
|
+$1.73M
|
+12,908
|
+37%
|
|
|
138
|
Bank of Hawaii
Honolulu,
Hawaii
|
$6.18M
|
-$3.4M
|
-25,382
|
-36%
|
|
|
139
|
Omega Financial Group
Santa Barbara,
California
|
$6.17M
|
-$388K
|
-2,890
|
-6%
|
|
|
140
|
|
$6.02M
|
+$6.01M
|
+44,812
|
New
|
|
|
141
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$5.98M
|
+$105K
|
+782
|
+2%
|
|
|
142
|
New England Asset Management
Farmington,
Connecticut
|
$5.93M
|
–
|
–
|
–
|
|
|
143
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$5.88M
|
+$280K
|
+2,085
|
+5%
|
|
|
144
|
IFP Advisors
Tampa,
Florida
|
$5.83M
|
+$670K
|
+4,994
|
+13%
|
|
|
145
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$5.76M
|
–
|
–
|
–
|
|
|
146
|
SPC Financial Inc
Rockville,
Maryland
|
$5.75M
|
+$75K
|
+559
|
+1%
|
|
|
147
|
Brown Advisory
Baltimore,
Maryland
|
$5.73M
|
-$101K
|
-750
|
-2%
|
|
|
148
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$5.58M
|
-$83.1K
|
-620
|
-1%
|
|
|
149
|
Rathbones Group
Liverpool,
United Kingdom
|
$5.56M
|
+$80.5K
|
+600
|
+1%
|
|
|
150
|
GoalVest Advisory
New York
|
$5.54M
|
+$775K
|
+5,780
|
+16%
|
|
