|
151
|
Strategic Financial Services
Utica,
New York
|
$11M
|
+$11.1M
|
+217,862
|
New
|
|
|
152
|
Israel Discount Bank of New York
New York
|
$11M
|
+$683K
|
+13,419
|
+7%
|
|
|
153
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$10.9M
|
+$10.9M
|
+214,439
|
New
|
|
|
154
|
Beacon Financial Group
Dallas,
Texas
|
$10.8M
|
-$176K
|
-3,452
|
-2%
|
|
|
155
|
Rockefeller Capital Management
New York
|
$10.8M
|
-$532K
|
-10,443
|
-5%
|
|
|
156
|
Bank of New York Mellon
New York
|
$10.8M
|
-$3.57M
|
-70,082
|
-25%
|
|
|
157
|
Goelzer Investment Management
Carmel,
Indiana
|
$10.7M
|
+$64.4K
|
+1,264
|
+0.6%
|
|
|
158
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.6M
|
+$6.32M
|
+124,125
|
+145%
|
|
|
159
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$10.6M
|
+$9.84M
|
+193,295
|
+1,194%
|
|
|
160
|
IFP Advisors
Tampa,
Florida
|
$10.6M
|
–
|
–
|
–
|
|
|
161
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$10.5M
|
-$561K
|
-11,011
|
-5%
|
|
|
162
|
Disciplina Capital Management
Nashville,
Tennessee
|
$10.4M
|
-$7.28M
|
-142,939
|
-41%
|
|
|
163
|
KWMG LLC
Overland Park,
Kansas
|
$10.3M
|
-$34.6K
|
-680
|
-0.3%
|
|
|
164
|
Stone Asset Management
Austin,
Texas
|
$10.3M
|
-$1.5M
|
-29,416
|
-13%
|
|
|
165
|
AE Wealth Management
Topeka,
Kansas
|
$10.2M
|
-$4.75M
|
-93,235
|
-32%
|
|
|
166
|
Atria Wealth Solutions
New York
|
$10.1M
|
-$550K
|
-10,793
|
-5%
|
|
|
167
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.1M
|
+$2.21M
|
+43,390
|
+28%
|
|
|
168
|
NTV Asset Management
Charleston,
West Virginia
|
$9.89M
|
-$338K
|
-6,636
|
-3%
|
|
|
169
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$9.84M
|
-$2.35M
|
-46,134
|
-19%
|
|
|
170
|
Equitable Trust
Nashville,
Tennessee
|
$9.52M
|
-$10.6M
|
-209,026
|
-53%
|
|
|
171
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$9.38M
|
+$171K
|
+3,367
|
+2%
|
|
|
172
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$9.21M
|
+$9.28M
|
+182,296
|
New
|
|
|
173
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.21M
|
-$5.47M
|
-107,389
|
-37%
|
|
|
174
|
Whittier Trust
South Pasadena,
California
|
$9.06M
|
-$1.13M
|
-22,233
|
-11%
|
|
|
175
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$9.01M
|
-$944K
|
-18,545
|
-9%
|
|
