|
126
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$19.9M
|
-$3.89M
|
-40,162
|
-16%
|
|
|
127
|
Corient Private Wealth
Miami,
Florida
|
$19.2M
|
+$19.6M
|
+202,418
|
+290%
|
|
|
128
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$19.2M
|
+$781K
|
+8,071
|
+4%
|
|
|
129
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$19.1M
|
-$337K
|
-3,482
|
-2%
|
|
|
130
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18.9M
|
+$756K
|
+7,815
|
+4%
|
|
|
131
|
Financial & Tax Architects
St Louis,
Missouri
|
$18.9M
|
-$1.26M
|
-12,987
|
-6%
|
|
|
132
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$18.8M
|
-$7.44M
|
-76,863
|
-28%
|
|
|
133
|
Benningfield Financial Advisors
San Francisco,
California
|
$18.7M
|
+$732K
|
+7,569
|
+4%
|
|
|
134
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$18.7M
|
-$1.12M
|
-11,549
|
-6%
|
|
|
135
|
Pinnbrook Capital Management
New York
|
$18.6M
|
+$18.7M
|
+193,634
|
New
|
|
|
136
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$18.6M
|
+$911K
|
+9,417
|
+5%
|
|
|
137
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$18.3M
|
+$1.32M
|
+13,669
|
+8%
|
|
|
138
|
Portland Global Advisors
Portland,
Maine
|
$18.2M
|
+$517K
|
+5,342
|
+3%
|
|
|
139
|
Banco Santander
Madrid,
Spain
|
$18.2M
|
-$12.1M
|
-124,970
|
-40%
|
|
|
140
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$18.1M
|
+$18.3M
|
+188,637
|
New
|
|
|
141
|
Seven Mile Advisory
Ewing,
New Jersey
|
$18.1M
|
+$859K
|
+8,879
|
+5%
|
|
|
142
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$17.5M
|
+$290K
|
+2,997
|
+2%
|
|
|
143
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$17.4M
|
+$2.4M
|
+24,789
|
+16%
|
|
|
144
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$17.1M
|
+$1.3M
|
+13,444
|
+8%
|
|
|
145
|
Cambridge Associates
Boston,
Massachusetts
|
$16.9M
|
–
|
–
|
–
|
|
|
146
|
Titleist Asset Management
San Antonio,
Texas
|
$16.8M
|
+$2.31M
|
+23,845
|
+16%
|
|
|
147
|
Ritholtz Wealth Management
New York
|
$16.7M
|
+$1.91M
|
+19,781
|
+13%
|
|
|
148
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$16.6M
|
+$656K
|
+6,783
|
+4%
|
|
|
149
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$16.5M
|
-$182K
|
-1,885
|
-1%
|
|
|
150
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.5M
|
+$2.14M
|
+22,098
|
+15%
|
|
