|
151
|
Norway Savings Bank
Portland,
Maine
|
$10.6M
|
+$466K
|
+4,884
|
+5%
|
|
|
152
|
Osborne Partners Capital Management
San Francisco,
California
|
$10.4M
|
+$219K
|
+2,297
|
+2%
|
|
|
153
|
WESCAP Management Group
Glendale,
California
|
$10.4M
|
+$497K
|
+5,210
|
+5%
|
|
|
154
|
AJ Wealth Strategies
New York
|
$10.4M
|
+$6.98M
|
+73,061
|
+200%
|
|
|
155
|
Ratio Wealth Group
Denver,
Colorado
|
$10.2M
|
+$796K
|
+8,339
|
+8%
|
|
|
156
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.2M
|
+$8.38M
|
+87,791
|
+445%
|
|
|
157
|
Global Retirement Partners
San Rafael,
California
|
$10.1M
|
-$175K
|
-1,838
|
-2%
|
|
|
158
|
Berkeley Capital Partners
Milton,
Georgia
|
$10M
|
+$63.6K
|
+666
|
+0.6%
|
|
|
159
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$10M
|
+$258K
|
+2,707
|
+3%
|
|
|
160
|
Checchi Capital Advisers
Beverly Hills,
California
|
$9.91M
|
+$903K
|
+9,461
|
+10%
|
|
|
161
|
Penobscot Wealth Management
Portland,
Maine
|
$9.77M
|
+$392K
|
+4,105
|
+4%
|
|
|
162
|
Rockbridge Investment Management
Syracuse,
New York
|
$9.75M
|
+$193K
|
+2,024
|
+2%
|
|
|
163
|
Symphony Financial
Houston,
Texas
|
$9.69M
|
-$411K
|
-4,301
|
-4%
|
|
|
164
|
SouthState Corp
Winter Haven,
Florida
|
$9.68M
|
-$108K
|
-1,128
|
-1%
|
|
|
165
|
Manning & Napier Group
Fairport,
New York
|
$9.65M
|
–
|
–
|
–
|
|
|
166
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$9.63M
|
+$1.85M
|
+19,372
|
+23%
|
|
|
167
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$9.55M
|
-$5.18M
|
-54,228
|
-35%
|
|
|
168
|
|
$9.53M
|
+$898K
|
+9,404
|
+10%
|
|
|
169
|
William Blair & Company
Chicago,
Illinois
|
$9.46M
|
-$533K
|
-5,586
|
-5%
|
|
|
170
|
BOK Financial
Tulsa,
Oklahoma
|
$9.45M
|
+$9.55M
|
+100,046
|
New
|
|
|
171
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$9.44M
|
+$9.55M
|
+100,000
|
New
|
|
|
172
|
Coastline Trust
Providence,
Rhode Island
|
$9.32M
|
-$7.83K
|
-82
|
-0.1%
|
|
|
173
|
US Financial Advisors
Braintree,
Massachusetts
|
$9.07M
|
+$85K
|
+890
|
+0.9%
|
|
|
174
|
Colony Group
Boston,
Massachusetts
|
$8.91M
|
+$777K
|
+8,144
|
+9%
|
|
|
175
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8.9M
|
+$9M
|
+94,274
|
New
|
|
