|
151
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13.8M
|
-$2.66M
|
-24,997
|
-16%
|
|
|
152
|
Comerica Bank
Dallas,
Texas
|
$13.8M
|
+$1.79M
|
+16,845
|
+14%
|
|
|
153
|
Mather Group
Chicago,
Illinois
|
$13.7M
|
+$688K
|
+6,472
|
+5%
|
|
|
154
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$13.5M
|
+$196K
|
+1,845
|
+1%
|
|
|
155
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$13.4M
|
-$2.89M
|
-27,171
|
-17%
|
|
|
156
|
Chesley Taft & Associates
Chicago,
Illinois
|
$13.2M
|
+$789K
|
+7,425
|
+6%
|
|
|
157
|
Morningstar Investment Services
Chicago,
Illinois
|
$13.2M
|
-$4.83M
|
-45,448
|
-26%
|
|
|
158
|
Apella Capital
West Hartford,
Connecticut
|
$13.1M
|
+$1.95M
|
+18,312
|
+17%
|
|
|
159
|
DOHJ LLC
Seattle,
Washington
|
$13.1M
|
-$197K
|
-1,853
|
-1%
|
|
|
160
|
Steward Partners Investment Advisory
New York
|
$13M
|
+$1.06M
|
+9,967
|
+9%
|
|
|
161
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$12.7M
|
-$1.02M
|
-9,558
|
-7%
|
|
|
162
|
WealthSource Partners
San Luis Obispo,
California
|
$12.7M
|
+$8.08M
|
+76,029
|
+160%
|
|
|
163
|
Slow Capital
Greenbrae,
California
|
$12.3M
|
+$6.29M
|
+59,204
|
+97%
|
|
|
164
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$12.1M
|
+$55.8K
|
+525
|
+0.4%
|
|
|
165
|
Equitable Holdings
New York
|
$12M
|
+$1.3M
|
+12,208
|
+12%
|
|
|
166
|
Fort Point Capital Partners
San Francisco,
California
|
$11.9M
|
-$1.27M
|
-11,918
|
-9%
|
|
|
167
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$11.8M
|
+$709K
|
+6,667
|
+6%
|
|
|
168
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.7M
|
+$1.46M
|
+13,759
|
+14%
|
|
|
169
|
Vicus Capital
State College,
Pennsylvania
|
$11.7M
|
+$395K
|
+3,714
|
+3%
|
|
|
170
|
Rockefeller Capital Management
New York
|
$11.7M
|
+$1.64M
|
+15,439
|
+16%
|
|
|
171
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.5M
|
+$17K
|
+160
|
+0.1%
|
|
|
172
|
|
$11.3M
|
–
|
–
|
–
|
|
|
173
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$11.3M
|
-$895K
|
-8,419
|
-7%
|
|
|
174
|
Parsec Financial Management
Asheville,
North Carolina
|
$11.3M
|
+$8.57M
|
+80,568
|
+273%
|
|
|
175
|
RMR Wealth Builders
Montclair,
New Jersey
|
$11.2M
|
+$3.41M
|
+32,107
|
+41%
|
|
