|
151
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$12M
|
+$1.23M
|
+14,944
|
+12%
|
|
|
152
|
VisionPoint Advisory Group
Dallas,
Texas
|
$11.7M
|
-$297K
|
-3,608
|
-2%
|
|
|
153
|
Money Design
Tokyo,
Japan
|
$11.6M
|
+$247K
|
+3,000
|
+2%
|
|
|
154
|
Ted Buchan & Co
San Diego,
California
|
$11.4M
|
+$42.2K
|
+513
|
+0.4%
|
|
|
155
|
Argent Advisors
Monroe,
Louisiana
|
$11.3M
|
-$388K
|
-4,717
|
-3%
|
|
|
156
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.1M
|
-$3.31M
|
-40,195
|
-23%
|
|
|
157
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$11.1M
|
+$834K
|
+10,139
|
+8%
|
|
|
158
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$11M
|
+$205K
|
+2,497
|
+2%
|
|
|
159
|
Rovin Capital
Mesa,
Arizona
|
$10.9M
|
+$2.38M
|
+28,996
|
+28%
|
|
|
160
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.8M
|
+$2.18M
|
+26,541
|
+25%
|
|
|
161
|
Watchman Group
Plano,
Texas
|
$10.8M
|
-$23.8M
|
-288,881
|
-69%
|
|
|
162
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$10.8M
|
+$72.4K
|
+880
|
+0.7%
|
|
|
163
|
James Investment Research
Alpha,
Ohio
|
$10.6M
|
-$140K
|
-1,698
|
-1%
|
|
|
164
|
Net Worth Advisory Group
Sandy,
Utah
|
$10.6M
|
-$29.9K
|
-363
|
-0.3%
|
|
|
165
|
White Pine Investment Company
Livonia,
Michigan
|
$10.4M
|
+$452K
|
+5,497
|
+5%
|
|
|
166
|
Camden National Bank
Camden,
Maine
|
$10.3M
|
+$601K
|
+7,312
|
+6%
|
|
|
167
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$10.2M
|
-$34.7K
|
-422
|
-0.3%
|
|
|
168
|
Salomon & Ludwin
Richmond,
Virginia
|
$10M
|
+$1.04M
|
+12,704
|
+12%
|
|
|
169
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.87M
|
+$105K
|
+1,274
|
+1%
|
|
|
170
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$9.68M
|
+$1.34M
|
+16,323
|
+16%
|
|
|
171
|
Farther Finance Advisors
San Francisco,
California
|
$9.66M
|
+$213K
|
+2,589
|
+2%
|
|
|
172
|
Dock Street Asset Management
Palm Beach,
Florida
|
$9.65M
|
+$254K
|
+3,091
|
+3%
|
|
|
173
|
Equitable Holdings
New York
|
$9.59M
|
+$2.53M
|
+30,817
|
+36%
|
|
|
174
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$9.56M
|
-$2.97M
|
-36,110
|
-24%
|
|
|
175
|
Ritholtz Wealth Management
New York
|
$9.54M
|
+$1.74M
|
+21,189
|
+23%
|
|
