|
101
|
|
$2.67M
|
+$244K
|
+6,565
|
+10%
|
|
|
102
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.61M
|
+$94.5K
|
+2,541
|
+4%
|
|
|
103
|
Evercore Wealth Management
New York
|
$2.6M
|
+$124K
|
+3,336
|
+5%
|
|
|
104
|
Requisite Capital Management
Dallas,
Texas
|
$2.54M
|
+$1.12M
|
+30,206
|
+79%
|
|
|
105
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.47M
|
–
|
–
|
–
|
|
|
106
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.47M
|
-$1.83M
|
-49,070
|
-42%
|
|
|
107
|
Mission Creek Capital Partners
San Francisco,
California
|
$2.44M
|
-$44.6K
|
-1,198
|
-2%
|
|
|
108
|
Fortis Advisors
Wayne,
Pennsylvania
|
$2.41M
|
+$2.5M
|
+67,185
|
New
|
|
|
109
|
Rockefeller Capital Management
New York
|
$2.4M
|
+$122K
|
+3,280
|
+5%
|
|
|
110
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.37M
|
+$37.4K
|
+1,006
|
+2%
|
|
|
111
|
SSI Investment Management
Los Angeles,
California
|
$2.33M
|
+$61.1K
|
+1,644
|
+3%
|
|
|
112
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.33M
|
+$106K
|
+2,850
|
+5%
|
|
|
113
|
Atria Investments
Charlotte,
North Carolina
|
$2.24M
|
+$799K
|
+21,481
|
+52%
|
|
|
114
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.08M
|
+$2.15M
|
+57,928
|
New
|
|
|
115
|
Belpointe Asset Management
Reno,
Nevada
|
$2.07M
|
-$33.2K
|
-892
|
-2%
|
|
|
116
|
|
$1.94M
|
-$98.4K
|
-2,646
|
-5%
|
|
|
117
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$1.93M
|
+$2M
|
+53,811
|
New
|
|
|
118
|
CX Institutional
Auburn,
Indiana
|
$1.92M
|
+$1.99M
|
+53,578
|
New
|
|
|
119
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$1.88M
|
-$342K
|
-9,200
|
-15%
|
|
|
120
|
WFA of San Diego
San Diego,
California
|
$1.83M
|
-$228K
|
-6,127
|
-11%
|
|
|
121
|
Franklin Resources
San Mateo,
California
|
$1.72M
|
+$95K
|
+2,554
|
+6%
|
|
|
122
|
IMC Chicago
Chicago,
Illinois
|
$1.71M
|
+$1.78M
|
+47,727
|
New
|
|
|
123
|
Derbend Asset Management
Peachtree City,
Georgia
|
$1.7M
|
-$2.49M
|
-66,873
|
-58%
|
|
|
124
|
Acute Investment Advisory
Mesa,
Arizona
|
$1.69M
|
-$1.41M
|
-37,990
|
-45%
|
|
|
125
|
AE Wealth Management
Topeka,
Kansas
|
$1.68M
|
-$8.85M
|
-237,928
|
-84%
|
|
