|
126
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$15M
|
+$1.24M
|
+14,764
|
+9%
|
|
|
127
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$14.3M
|
-$67.6K
|
-806
|
-0.5%
|
|
|
128
|
TD Capital Management
Memphis,
Tennessee
|
$13.9M
|
-$156K
|
-1,864
|
-1%
|
|
|
129
|
ES4 LLC
Newport Beach,
California
|
$13.8M
|
+$13.7M
|
+162,963
|
New
|
|
|
130
|
Global Retirement Partners
San Rafael,
California
|
$13.7M
|
+$453K
|
+5,401
|
+3%
|
|
|
131
|
Howland Capital Management
Boston,
Massachusetts
|
$13.5M
|
-$93.1K
|
-1,110
|
-0.7%
|
|
|
132
|
Financial Designs
Claremont,
California
|
$13.4M
|
+$300K
|
+3,573
|
+2%
|
|
|
133
|
Verus Financial Partners
Richmond,
Virginia
|
$13.3M
|
-$411K
|
-4,906
|
-3%
|
|
|
134
|
Forum Private Client Group
Fishers,
Indiana
|
$13.1M
|
-$789K
|
-9,412
|
-6%
|
|
|
135
|
KeyBank National Association
Cleveland,
Ohio
|
$13M
|
-$611K
|
-7,293
|
-5%
|
|
|
136
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$12.5M
|
+$9.55M
|
+113,867
|
+333%
|
|
|
137
|
Brandes Investment Partners
La Jolla,
California
|
$12.4M
|
+$12M
|
+143,089
|
+3,661%
|
|
|
138
|
WealthCollab
Bellevue,
Washington
|
$12M
|
+$25.2K
|
+301
|
+0.2%
|
|
|
139
|
Bank of New York Mellon
New York
|
$11.5M
|
-$2M
|
-23,869
|
-15%
|
|
|
140
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$11.5M
|
+$643K
|
+7,668
|
+6%
|
|
|
141
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$11.4M
|
+$877K
|
+10,460
|
+8%
|
|
|
142
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$11.4M
|
+$118K
|
+1,412
|
+1%
|
|
|
143
|
Forte Asset Management
Bedford,
New York
|
$11.2M
|
-$432K
|
-5,151
|
-4%
|
|
|
144
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$11.1M
|
+$375K
|
+4,477
|
+4%
|
|
|
145
|
Fidelity Investments
Boston,
Massachusetts
|
$11M
|
+$1.1M
|
+13,092
|
+11%
|
|
|
146
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$10.7M
|
+$327K
|
+3,902
|
+3%
|
|
|
147
|
Rockefeller Capital Management
New York
|
$10.6M
|
-$240K
|
-2,867
|
-2%
|
|
|
148
|
Gotham Asset Management
New York
|
$10.5M
|
–
|
–
|
–
|
|
|
149
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
-$173K
|
-2,069
|
-2%
|
|
|
150
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$10.4M
|
+$229K
|
+2,726
|
+2%
|
|
