|
226
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.1M
|
-$380K
|
-8,364
|
-2%
|
|
|
227
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$16M
|
-$310K
|
-6,818
|
-2%
|
|
|
228
|
Comerica Bank
Dallas,
Texas
|
$15.9M
|
-$1.29M
|
-28,279
|
-8%
|
|
|
229
|
Sequoia Financial Advisors
Akron,
Ohio
|
$15.6M
|
+$2.72M
|
+59,866
|
+22%
|
|
|
230
|
Facet Wealth Inc
Baltimore,
Maryland
|
$15.6M
|
+$12.1M
|
+265,808
|
+539%
|
|
|
231
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$15.6M
|
+$15M
|
+330,786
|
New
|
|
|
232
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$15.5M
|
-$116K
|
-2,553
|
-0.8%
|
|
|
233
|
Hancock Whitney
Gulfport,
Mississippi
|
$15.4M
|
+$6.03M
|
+132,559
|
+67%
|
|
|
234
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$15.4M
|
+$3.63M
|
+79,837
|
+32%
|
|
|
235
|
Tortoise Investment Management
White Plains,
New York
|
$15.3M
|
+$815K
|
+17,926
|
+6%
|
|
|
236
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$15.1M
|
+$110K
|
+2,408
|
+0.8%
|
|
|
237
|
Washington Trust
Westerly,
Rhode Island
|
$14.9M
|
-$81.5K
|
-1,793
|
-0.6%
|
|
|
238
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$14.5M
|
-$1.68M
|
-36,987
|
-11%
|
|
|
239
|
Parallel Advisors
San Francisco,
California
|
$14.5M
|
-$1.46K
|
-32
|
-0%
|
|
|
240
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$14.5M
|
+$445K
|
+9,781
|
+3%
|
|
|
241
|
Choreo LLC
Rockford,
Illinois
|
$14.4M
|
+$4.89M
|
+107,480
|
+53%
|
|
|
242
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$14.4M
|
+$1.09M
|
+24,002
|
+8%
|
|
|
243
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$14.2M
|
-$22.7K
|
-500
|
-0.2%
|
|
|
244
|
Regis Management Company
Menlo Park,
California
|
$14.2M
|
+$3.75M
|
+82,416
|
+37%
|
|
|
245
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$14.2M
|
+$1.63M
|
+35,736
|
+14%
|
|
|
246
|
Professional Advisory Services
Vero Beach,
Florida
|
$14.2M
|
-$96.5K
|
-2,122
|
-0.7%
|
|
|
247
|
Putnam Investments
Boston,
Massachusetts
|
$14.1M
|
-$12M
|
-263,944
|
-47%
|
|
|
248
|
Shelter Insurance Retirement Plan
Columbia,
Missouri
|
$14M
|
-$4.94M
|
-108,559
|
-27%
|
|
|
249
|
Glenview Trust
Louisville,
Kentucky
|
$13.9M
|
+$1.95M
|
+42,967
|
+17%
|
|
|
250
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$13.9M
|
-$1.53M
|
-33,723
|
-10%
|
|
