|
151
|
NBT Bank
Norwich,
New York
|
$13.1M
|
-$60.8K
|
-1,149
|
-0.5%
|
|
|
152
|
Hall Capital Management
Barrington,
Rhode Island
|
$13.1M
|
+$1.46M
|
+27,578
|
+13%
|
|
|
153
|
Goelzer Investment Management
Carmel,
Indiana
|
$13.1M
|
-$441K
|
-8,320
|
-3%
|
|
|
154
|
Vertex Investment Solutions
Chiyoda-Ku,
|
$12.9M
|
+$12.9M
|
+244,300
|
New
|
|
|
155
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$12.8M
|
-$1.02M
|
-19,206
|
-7%
|
|
|
156
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.8M
|
+$373K
|
+7,052
|
+3%
|
|
|
157
|
Elevate Capital Advisors
Eagle,
Colorado
|
$12.7M
|
+$12.7M
|
+240,081
|
New
|
|
|
158
|
Secure Asset Management
Troy,
Michigan
|
$12.6M
|
+$561K
|
+10,596
|
+5%
|
|
|
159
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.6M
|
+$290K
|
+5,475
|
+2%
|
|
|
160
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12.6M
|
+$127K
|
+2,406
|
+1%
|
|
|
161
|
Huntington National Bank
Columbus,
Ohio
|
$12.5M
|
–
|
–
|
–
|
|
|
162
|
ABLE Financial Group
Scottsdale,
Arizona
|
$12.4M
|
+$688K
|
+13,003
|
+6%
|
|
|
163
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$12.4M
|
+$1.47M
|
+27,782
|
+13%
|
|
|
164
|
MTC Wealth Management
Tampa,
Florida
|
$12.3M
|
-$92.2K
|
-1,742
|
-0.7%
|
|
|
165
|
Disciplina Capital Management
Nashville,
Tennessee
|
$12.3M
|
+$653K
|
+12,325
|
+6%
|
|
|
166
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$12.2M
|
+$553K
|
+10,439
|
+5%
|
|
|
167
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11.7M
|
+$120K
|
+2,265
|
+1%
|
|
|
168
|
First American Trust
Santa Ana,
California
|
$11.6M
|
+$2.72M
|
+51,289
|
+31%
|
|
|
169
|
Rothschild Investment LLC
Chicago,
Illinois
|
$11.4M
|
+$1.35M
|
+25,563
|
+13%
|
|
|
170
|
Galilei Investment Office
London,
United Kingdom
|
$11.4M
|
+$840K
|
+15,860
|
+8%
|
|
|
171
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$11.3M
|
+$11.3M
|
+214,075
|
New
|
|
|
172
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.3M
|
-$40.8K
|
-771
|
-0.4%
|
|
|
173
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$11.3M
|
-$100K
|
-1,893
|
-0.9%
|
|
|
174
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$11.1M
|
+$4.75M
|
+89,710
|
+74%
|
|
|
175
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$11M
|
+$4.16M
|
+78,579
|
+60%
|
|
