|
151
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$578K
|
-$108K
|
-2,070
|
-15%
|
|
|
152
|
IHT Wealth Management
Chicago,
Illinois
|
$570K
|
+$335K
|
+6,450
|
+128%
|
|
|
153
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$549K
|
-$832
|
-16
|
-0.1%
|
|
|
154
|
Osborne Partners Capital Management
San Francisco,
California
|
$532K
|
–
|
–
|
–
|
|
|
155
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$519K
|
-$240K
|
-4,618
|
-31%
|
|
|
156
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$501K
|
+$65.9K
|
+1,268
|
+14%
|
|
|
157
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$463K
|
-$218K
|
-4,195
|
-31%
|
|
|
158
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$462K
|
–
|
–
|
–
|
|
|
159
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$460K
|
–
|
–
|
–
|
|
|
160
|
Matthew Hamilton Rosenberg
|
$459K
|
–
|
–
|
–
|
|
|
161
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$431K
|
+$2.5K
|
+48
|
+0.5%
|
|
|
162
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$424K
|
+$444K
|
+8,543
|
New
|
|
|
163
|
Executive Wealth Group
Kirkland,
Washington
|
$414K
|
–
|
–
|
–
|
|
|
164
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$409K
|
+$117K
|
+2,258
|
+38%
|
|
|
165
|
Litman Gregory Wealth Management
Larkspur,
California
|
$403K
|
–
|
–
|
–
|
|
|
166
|
Parallel Advisors
San Francisco,
California
|
$402K
|
-$31.8K
|
-611
|
-7%
|
|
|
167
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$402K
|
–
|
–
|
–
|
|
|
168
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$401K
|
-$2.37M
|
-45,605
|
-85%
|
|
|
169
|
Metis Global Partners
San Diego,
California
|
$396K
|
+$415K
|
+7,977
|
New
|
|
|
170
|
Rothschild Investment LLC
Chicago,
Illinois
|
$396K
|
–
|
–
|
–
|
|
|
171
|
Strategic Blueprint
Atlanta,
Georgia
|
$388K
|
+$151K
|
+2,903
|
+59%
|
|
|
172
|
Atria Wealth Solutions
New York
|
$375K
|
+$129K
|
+2,487
|
+49%
|
|
|
173
|
KeyBank National Association
Cleveland,
Ohio
|
$375K
|
+$186K
|
+3,572
|
+90%
|
|
|
174
|
ICICI Prudential Asset Management
Mumbai,
India
|
$374K
|
-$471K
|
-9,055
|
-55%
|
|
|
175
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$369K
|
+$25.6K
|
+492
|
+7%
|
|
