|
151
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$13.9M
|
-$72.7K
|
-1,645
|
-0.5%
|
|
|
152
|
Bellwether Advisors
Lincoln,
Nebraska
|
$13.6M
|
+$13.7M
|
+310,470
|
New
|
|
|
153
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$13.6M
|
-$18.9K
|
-428
|
-0.1%
|
|
|
154
|
Focus Partners Wealth
Boston,
Massachusetts
|
$13.5M
|
+$8.96M
|
+202,837
|
+195%
|
|
|
155
|
Asset Management One
Tokyo,
Japan
|
$13.5M
|
-$31.9M
|
-721,970
|
-70%
|
|
|
156
|
Capital Group Private Client Services
Los Angeles,
California
|
$13.5M
|
-$6.19K
|
-140
|
-0%
|
|
|
157
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$13.4M
|
+$1.5M
|
+33,937
|
+12%
|
|
|
158
|
BOK Financial
Tulsa,
Oklahoma
|
$13.3M
|
+$89.9K
|
+2,034
|
+0.7%
|
|
|
159
|
First American Trust
Santa Ana,
California
|
$13.1M
|
+$2.27M
|
+51,359
|
+21%
|
|
|
160
|
Chemistry Wealth Management
New York
|
$13.1M
|
+$271K
|
+6,138
|
+2%
|
|
|
161
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$12.8M
|
-$73.7K
|
-1,668
|
-0.6%
|
|
|
162
|
US Bancorp
Minneapolis,
Minnesota
|
$12.5M
|
+$88K
|
+1,992
|
+0.7%
|
|
|
163
|
LVM Capital Management
Portage,
Michigan
|
$12.5M
|
+$444K
|
+10,058
|
+4%
|
|
|
164
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$12.4M
|
-$409K
|
-9,250
|
-3%
|
|
|
165
|
Pictet Asset Management
Carouge,
Switzerland
|
$12.3M
|
+$12.3M
|
+279,000
|
New
|
|
|
166
|
Resona Asset Management
Koto-Ku,tokyo,
Japan
|
$12.2M
|
–
|
–
|
–
|
|
|
167
|
Sunbelt Securities
Houston,
Texas
|
$12.1M
|
+$921K
|
+20,840
|
+8%
|
|
|
168
|
EFG Asset Management (Americas)
Miami,
Florida
|
$12.1M
|
+$2.45M
|
+55,332
|
+25%
|
|
|
169
|
UMB Bank
Kansas City,
Missouri
|
$11.8M
|
+$1.12M
|
+25,247
|
+10%
|
|
|
170
|
Townsend & Associates
Westminster,
Colorado
|
$11.8M
|
-$114K
|
-2,573
|
-1%
|
|
|
171
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.7M
|
-$1.59M
|
-35,884
|
-12%
|
|
|
172
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$11.7M
|
+$9.94M
|
+224,969
|
+535%
|
|
|
173
|
|
$11.6M
|
+$3.5M
|
+79,163
|
+43%
|
|
|
174
|
Parkside Investments
Deerfield,
Illinois
|
$11.1M
|
+$48.2K
|
+1,090
|
+0.4%
|
|
|
175
|
Yeomans Consulting Group
Marietta,
Georgia
|
$11.1M
|
+$1.76M
|
+39,919
|
+19%
|
|
