|
151
|
First Foundation Advisors
Irvine,
California
|
$15.7M
|
-$103K
|
-2,194
|
-0.7%
|
|
|
152
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$15.6M
|
-$274K
|
-5,845
|
-2%
|
|
|
153
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$15.5M
|
+$176K
|
+3,766
|
+1%
|
|
|
154
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$15.5M
|
-$250K
|
-5,344
|
-2%
|
|
|
155
|
Steward Partners Investment Advisory
New York
|
$15.2M
|
+$3.02M
|
+64,554
|
+27%
|
|
|
156
|
BOK Financial
Tulsa,
Oklahoma
|
$15.2M
|
+$32.1K
|
+685
|
+0.2%
|
|
|
157
|
Sunbelt Securities
Houston,
Texas
|
$15M
|
+$1.25M
|
+26,791
|
+10%
|
|
|
158
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$14.9M
|
-$1.59M
|
-33,874
|
-12%
|
|
|
159
|
Chemistry Wealth Management
New York
|
$14.9M
|
+$60.5K
|
+1,293
|
+0.4%
|
|
|
160
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$14.5M
|
-$652K
|
-13,926
|
-5%
|
|
|
161
|
US Bancorp
Minneapolis,
Minnesota
|
$14.1M
|
-$94.9K
|
-2,028
|
-0.7%
|
|
|
162
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$14M
|
-$397K
|
-8,480
|
-3%
|
|
|
163
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$13.8M
|
-$159K
|
-3,400
|
-1%
|
|
|
164
|
Executive Wealth Management
Brighton,
Michigan
|
$13.8M
|
+$13M
|
+276,884
|
New
|
|
|
165
|
Resona Asset Management
Koto-Ku,tokyo,
Japan
|
$13.7M
|
–
|
–
|
–
|
|
|
166
|
Fielder Capital Group
Nashville,
Tennessee
|
$13.6M
|
-$2.63M
|
-56,214
|
-17%
|
|
|
167
|
Aveo Capital Partners
Englewood,
Colorado
|
$13.3M
|
+$1.54M
|
+32,932
|
+14%
|
|
|
168
|
Wallington Asset Management
Indianapolis,
Indiana
|
$13.3M
|
+$735K
|
+15,700
|
+6%
|
|
|
169
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$13.3M
|
–
|
–
|
–
|
|
|
170
|
Fortis Group Advisors
Westwood,
New Jersey
|
$13.2M
|
+$1.61M
|
+34,316
|
+15%
|
|
|
171
|
UMB Bank
Kansas City,
Missouri
|
$12.9M
|
-$424K
|
-9,063
|
-3%
|
|
|
172
|
CPA Asset Management
West Palm Beach,
Florida
|
$12.9M
|
+$781K
|
+16,684
|
+7%
|
|
|
173
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$12.8M
|
+$430K
|
+9,197
|
+4%
|
|
|
174
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$12.8M
|
+$12.1M
|
+258,550
|
New
|
|
|
175
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$12.6M
|
+$94.4K
|
+2,017
|
+0.8%
|
|
