|
151
|
IberiaBank
Lafayette,
Louisiana
|
$6.2M
|
-$111K
|
-1,331
|
-2%
|
|
|
152
|
Simon Quick Advisors
Morristown,
New Jersey
|
$6.17M
|
-$7.34M
|
-87,984
|
-53%
|
|
|
153
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6.15M
|
+$459K
|
+5,501
|
+8%
|
|
|
154
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$6.14M
|
-$71.9K
|
-862
|
-1%
|
|
|
155
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$6.1M
|
+$324K
|
+3,882
|
+5%
|
|
|
156
|
Country Club Trust
Kansas City,
Missouri
|
$6.09M
|
+$742K
|
+8,894
|
+13%
|
|
|
157
|
Goldstein Munger & Associates
San Ramon,
California
|
$6.09M
|
-$617K
|
-7,392
|
-9%
|
|
|
158
|
Nissay Asset Management
Tokyo,
Japan
|
$5.93M
|
+$6.34M
|
+76,035
|
New
|
|
|
159
|
Royal Fund Management
Lady Lake,
Florida
|
$5.84M
|
+$780K
|
+9,354
|
+14%
|
|
|
160
|
Fidelity Investments
Boston,
Massachusetts
|
$5.83M
|
+$664K
|
+7,956
|
+12%
|
|
|
161
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.61M
|
–
|
–
|
–
|
|
|
162
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.48M
|
+$2.71M
|
+32,520
|
+86%
|
|
|
163
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$5.47M
|
+$1.18M
|
+14,098
|
+25%
|
|
|
164
|
Bank of Hawaii
Honolulu,
Hawaii
|
$5.46M
|
+$969K
|
+11,622
|
+20%
|
|
|
165
|
Williams Jones & Associates
New York
|
$5.42M
|
-$116K
|
-1,385
|
-2%
|
|
|
166
|
Comerica Securities
Detroit,
Michigan
|
$5.34M
|
+$92.8K
|
+1,112
|
+2%
|
|
|
167
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$5.33M
|
-$410K
|
-4,917
|
-7%
|
|
|
168
|
Mutual Advisors
Omaha,
Nebraska
|
$5.33M
|
-$191K
|
-2,286
|
-3%
|
|
|
169
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$5.31M
|
+$5.68M
|
+68,137
|
New
|
|
|
170
|
Clearstead Trust
Portland,
Maine
|
$5.3M
|
+$5.67M
|
+67,977
|
New
|
|
|
171
|
Aspiriant LLC
Los Angeles,
California
|
$5.18M
|
-$117K
|
-1,397
|
-2%
|
|
|
172
|
Kings Point Capital Management
Great Neck,
New York
|
$5.04M
|
-$376K
|
-4,510
|
-7%
|
|
|
173
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
$5.04M
|
-$1.67K
|
-20
|
-0%
|
|
|
174
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5M
|
+$344K
|
+4,121
|
+7%
|
|
|
175
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$4.95M
|
-$78.5K
|
-941
|
-1%
|
|
