|
126
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$3.82M
|
+$26.3K
|
+309
|
+0.7%
|
|
|
127
|
Occidental Asset Management
Burlingame,
California
|
$3.6M
|
+$312K
|
+3,659
|
+9%
|
|
|
128
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.52M
|
+$175K
|
+2,058
|
+5%
|
|
|
129
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.47M
|
+$42.3K
|
+496
|
+1%
|
|
|
130
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$3.45M
|
+$3.49M
|
+40,947
|
New
|
|
|
131
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$3.42M
|
+$3.52M
|
+41,240
|
New
|
|
|
132
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$3.4M
|
-$932K
|
-10,931
|
-21%
|
|
|
133
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$3.39M
|
-$2.71M
|
-31,781
|
-44%
|
|
|
134
|
Premise Capital
Naperville,
Illinois
|
$3.39M
|
+$187K
|
+2,194
|
+6%
|
|
|
135
|
Fidelity Investments
Boston,
Massachusetts
|
$3.38M
|
+$436K
|
+5,118
|
+15%
|
|
|
136
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$3.31M
|
-$2.39K
|
-28
|
-0.1%
|
|
|
137
|
Hollencrest Capital Management
Newport Beach,
California
|
$3.27M
|
+$796K
|
+9,338
|
+32%
|
|
|
138
|
Synovus Financial
Columbus,
Georgia
|
$3.27M
|
-$188K
|
-2,200
|
-5%
|
|
|
139
|
Investment Partners
New Philadelphia,
Ohio
|
$3.26M
|
+$468K
|
+5,493
|
+17%
|
|
|
140
|
WesBanco Bank
Wheeling,
West Virginia
|
$3.19M
|
-$569K
|
-6,673
|
-15%
|
|
|
141
|
Cetera Advisors
Denver,
Colorado
|
$3.14M
|
-$621K
|
-7,282
|
-16%
|
|
|
142
|
American Money Management
Rancho Santa Fe,
California
|
$3.12M
|
-$807K
|
-9,465
|
-20%
|
|
|
143
|
Hefty Wealth Partners
Auburn,
Indiana
|
$3.12M
|
+$1.42M
|
+16,623
|
+82%
|
|
|
144
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$2.96M
|
+$816K
|
+9,572
|
+38%
|
|
|
145
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$2.83M
|
-$96.2K
|
-1,128
|
-3%
|
|
|
146
|
IFC Holdings
Tampa,
Florida
|
$2.8M
|
+$185K
|
+2,171
|
+7%
|
|
|
147
|
UMB Bank
Kansas City,
Missouri
|
$2.79M
|
+$1.14M
|
+13,361
|
+68%
|
|
|
148
|
Montag & Associates
Atlanta,
Georgia
|
$2.76M
|
-$67.4K
|
-791
|
-2%
|
|
|
149
|
Coastline Trust
Providence,
Rhode Island
|
$2.73M
|
-$63.5K
|
-745
|
-2%
|
|
|
150
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.67M
|
+$81K
|
+950
|
+3%
|
|
