|
126
|
Lodestar Private Asset Management
Alamo,
California
|
$11.7M
|
+$651K
|
+9,403
|
+6%
|
|
|
127
|
Forum Private Client Group
Fishers,
Indiana
|
$11.6M
|
+$433K
|
+6,254
|
+4%
|
|
|
128
|
Forte Asset Management
Bedford,
New York
|
$11.6M
|
+$91.1K
|
+1,315
|
+0.8%
|
|
|
129
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$11.4M
|
+$259K
|
+3,736
|
+2%
|
|
|
130
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$11M
|
+$424K
|
+6,116
|
+4%
|
|
|
131
|
KeyBank National Association
Cleveland,
Ohio
|
$11M
|
-$166K
|
-2,404
|
-2%
|
|
|
132
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10.8M
|
+$586K
|
+8,456
|
+6%
|
|
|
133
|
Atria Investments
Charlotte,
North Carolina
|
$10.7M
|
+$937K
|
+13,523
|
+10%
|
|
|
134
|
First Command Advisory Services
Fort Worth,
Texas
|
$10.5M
|
-$104K
|
-1,504
|
-1%
|
|
|
135
|
Global Retirement Partners
San Rafael,
California
|
$10.5M
|
+$1.11M
|
+16,085
|
+12%
|
|
|
136
|
Atria Wealth Solutions
New York
|
$10.3M
|
-$68.7K
|
-992
|
-0.7%
|
|
|
137
|
United Capital Financial Advisors
Irving,
Texas
|
$9.87M
|
-$129K
|
-1,856
|
-1%
|
|
|
138
|
Source Financial Advisors
New York
|
$9.39M
|
+$26.4K
|
+381
|
+0.3%
|
|
|
139
|
Bank of New York Mellon
New York
|
$9.35M
|
-$34.8K
|
-503
|
-0.4%
|
|
|
140
|
DOHJ LLC
Seattle,
Washington
|
$9.3M
|
+$295K
|
+4,255
|
+3%
|
|
|
141
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$9.28M
|
+$100K
|
+1,449
|
+1%
|
|
|
142
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.93M
|
-$100K
|
-1,451
|
-1%
|
|
|
143
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.84M
|
-$160M
|
-2,304,526
|
-95%
|
|
|
144
|
Clear Creek Financial Management
Silverdale,
Washington
|
$8.66M
|
+$182K
|
+2,626
|
+2%
|
|
|
145
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$8.55M
|
+$78.7K
|
+1,137
|
+1%
|
|
|
146
|
St Louis Trust
Saint Louis,
Missouri
|
$8.08M
|
+$1.08M
|
+15,630
|
+16%
|
|
|
147
|
SWMG LLC
Fort Worth,
Texas
|
$8.03M
|
+$399K
|
+5,765
|
+5%
|
|
|
148
|
WealthCollab
Bellevue,
Washington
|
$8.02M
|
+$14.9K
|
+215
|
+0.2%
|
|
|
149
|
GeoWealth Management
Chicago,
Illinois
|
$7.93M
|
-$195K
|
-2,822
|
-3%
|
|
|
150
|
Capital Insight Partners
Scottsdale,
Arizona
|
$7.8M
|
-$102K
|
-1,471
|
-1%
|
|
