|
126
|
WhitTier Trust Company
Reno,
Nevada
|
$12.7M
|
+$1.16M
|
+12,074
|
+10%
|
|
|
127
|
CWA Asset Management Group
Naples,
Florida
|
$12.6M
|
+$12.2M
|
+127,021
|
+5,003%
|
|
|
128
|
Kestra Advisory Services
Austin,
Texas
|
$12.4M
|
+$4.98M
|
+51,675
|
+68%
|
|
|
129
|
Global Retirement Partners
San Rafael,
California
|
$12.3M
|
-$1.47M
|
-15,218
|
-11%
|
|
|
130
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$12.2M
|
+$5.71M
|
+59,260
|
+89%
|
|
|
131
|
Millennium Management
New York
|
$12.1M
|
+$10M
|
+103,945
|
+508%
|
|
|
132
|
GeoWealth Management
Chicago,
Illinois
|
$12M
|
+$7.41M
|
+76,955
|
+165%
|
|
|
133
|
Fagan Associates
Troy,
New York
|
$11.6M
|
+$144K
|
+1,490
|
+1%
|
|
|
134
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.4M
|
–
|
–
|
–
|
|
|
135
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$11.3M
|
+$81.5K
|
+846
|
+0.7%
|
|
|
136
|
Cordant Inc
Portland,
Oregon
|
$11M
|
-$124K
|
-1,289
|
-1%
|
|
|
137
|
Coastline Trust
Providence,
Rhode Island
|
$11M
|
+$204K
|
+2,115
|
+2%
|
|
|
138
|
Montag & Associates
Atlanta,
Georgia
|
$10.9M
|
+$10.8M
|
+112,354
|
New
|
|
|
139
|
Cambridge Advisors
Omaha,
Nebraska
|
$10.8M
|
+$212K
|
+2,200
|
+2%
|
|
|
140
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$10.6M
|
-$2.55M
|
-26,431
|
-19%
|
|
|
141
|
Trilogy Capital
Irvine,
California
|
$10.5M
|
+$1.4M
|
+14,517
|
+16%
|
|
|
142
|
NWK Group
San Francisco,
California
|
$10.4M
|
+$684K
|
+7,099
|
+7%
|
|
|
143
|
SouthState Corp
Winter Haven,
Florida
|
$10.3M
|
-$418K
|
-4,339
|
-4%
|
|
|
144
|
JT Stratford LLC
Gainesville,
Georgia
|
$10.3M
|
+$501K
|
+5,202
|
+5%
|
|
|
145
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.3M
|
+$871K
|
+9,041
|
+9%
|
|
|
146
|
Raub Brock Capital Management
Larkspur,
California
|
$10.2M
|
-$97.3K
|
-1,010
|
-0.9%
|
|
|
147
|
Harrell Investment Partners
Austin,
Texas
|
$10.2M
|
+$3.68M
|
+38,242
|
+58%
|
|
|
148
|
Rockbridge Investment Management
Syracuse,
New York
|
$9.98M
|
-$50K
|
-519
|
-0.5%
|
|
|
149
|
Annapolis Financial Services
Annapolis,
Maryland
|
$9.97M
|
+$9.89M
|
+102,628
|
New
|
|
|
150
|
Norway Savings Bank
Portland,
Maine
|
$9.86M
|
-$56.3K
|
-584
|
-0.6%
|
|
