|
126
|
CX Institutional
Auburn,
Indiana
|
$13.9M
|
+$1.95M
|
+16,745
|
+17%
|
|
|
127
|
Wealth CMT
Cherry Hill,
New Jersey
|
$13.8M
|
+$15.8K
|
+136
|
+0.1%
|
|
|
128
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.8M
|
+$340K
|
+2,930
|
+3%
|
|
|
129
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13.8M
|
–
|
–
|
–
|
|
|
130
|
Crabel Capital Management
Los Angeles,
California
|
$13.5M
|
+$11.1M
|
+95,562
|
+489%
|
|
|
131
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.3M
|
+$98.7K
|
+850
|
+0.8%
|
|
|
132
|
Single Point Partners
Boston,
Massachusetts
|
$12.5M
|
+$137K
|
+1,182
|
+1%
|
|
|
133
|
Concord Wealth Partners
Abingdon,
Virginia
|
$12.4M
|
+$12.3M
|
+106,158
|
New
|
|
|
134
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$12.4M
|
+$1.01M
|
+8,684
|
+9%
|
|
|
135
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$12.3M
|
+$1.49M
|
+12,801
|
+14%
|
|
|
136
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$12.3M
|
+$485K
|
+4,177
|
+4%
|
|
|
137
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.3M
|
+$2.9M
|
+24,981
|
+31%
|
|
|
138
|
Whittier Trust
South Pasadena,
California
|
$12.2M
|
+$2.05M
|
+17,675
|
+21%
|
|
|
139
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$12M
|
+$1.46M
|
+12,600
|
+14%
|
|
|
140
|
Axiom Financial Strategies
New Albany,
Indiana
|
$12M
|
–
|
–
|
–
|
|
|
141
|
HBC Financial Services
Seattle,
Washington
|
$11.9M
|
+$11.8M
|
+101,739
|
New
|
|
|
142
|
Kestra Advisory Services
Austin,
Texas
|
$11.9M
|
+$6.54M
|
+56,257
|
+125%
|
|
|
143
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11.8M
|
-$299K
|
-2,577
|
-3%
|
|
|
144
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$11.8M
|
+$281K
|
+2,420
|
+2%
|
|
|
145
|
Wealthspire Advisors (New York)
New York
|
$11.7M
|
+$1.53M
|
+13,142
|
+15%
|
|
|
146
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$11.7M
|
-$1.79M
|
-15,383
|
-13%
|
|
|
147
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$11.6M
|
+$4.46M
|
+38,427
|
+63%
|
|
|
148
|
Millennium Management
New York
|
$11.6M
|
+$3.15M
|
+27,132
|
+38%
|
|
|
149
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$11.1M
|
+$4.91M
|
+42,229
|
+80%
|
|
|
150
|
Olympiad Research
Stamford,
Connecticut
|
$11M
|
+$1.12M
|
+9,621
|
+11%
|
|
