|
101
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$18M
|
+$3.5M
|
+78,084
|
+25%
|
|
|
102
|
Lido Advisors
Los Angeles,
California
|
$17.9M
|
-$3.16M
|
-70,324
|
-15%
|
|
|
103
|
AssetMark Inc
Concord,
California
|
$17.9M
|
-$2.49M
|
-55,420
|
-12%
|
|
|
104
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$17.6M
|
-$3.41M
|
-76,058
|
-17%
|
|
|
105
|
|
$17.4M
|
+$1.25M
|
+27,781
|
+8%
|
|
|
106
|
Passaic Partners
Newark,
New Jersey
|
$17.2M
|
-$4.04M
|
-90,029
|
-19%
|
|
|
107
|
Concurrent Investment Advisors
Tampa,
Florida
|
$17.1M
|
+$3.96M
|
+88,372
|
+31%
|
|
|
108
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$17M
|
–
|
–
|
–
|
|
|
109
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$17M
|
-$355K
|
-7,902
|
-2%
|
|
|
110
|
Modern Wealth Management
Lenexa,
Kansas
|
$16.6M
|
+$2.89M
|
+64,472
|
+22%
|
|
|
111
|
Rockefeller Capital Management
New York
|
$16.4M
|
+$1.47M
|
+32,829
|
+10%
|
|
|
112
|
Trilogy Capital
Irvine,
California
|
$16.3M
|
+$228K
|
+5,079
|
+1%
|
|
|
113
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
|
$16.3M
|
–
|
–
|
–
|
|
|
114
|
Waverly Advisors
Birmingham,
Alabama
|
$16.3M
|
+$4.86M
|
+108,415
|
+44%
|
|
|
115
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.2M
|
+$1.26M
|
+28,193
|
+9%
|
|
|
116
|
Vaughan David Investments
Peoria,
Illinois
|
$16.1M
|
-$201K
|
-4,477
|
-1%
|
|
|
117
|
CX Institutional
Auburn,
Indiana
|
$15.9M
|
+$13M
|
+290,770
|
+525%
|
|
|
118
|
Unisphere Establishment
Vaduz,
Liechtenstein
|
$15.6M
|
+$15.3M
|
+340,000
|
New
|
|
|
119
|
Trust Asset Management
Houston,
Texas
|
$15.6M
|
–
|
–
|
–
|
|
|
120
|
Arkos Global Advisors
Houston,
Texas
|
$15.3M
|
-$178K
|
-3,964
|
-1%
|
|
|
121
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$15.3M
|
+$7.18M
|
+160,138
|
+93%
|
|
|
122
|
MAI Capital Management
Independence,
Ohio
|
$14.9M
|
+$125K
|
+2,792
|
+0.9%
|
|
|
123
|
Horizon Wealth Management
La Grange,
Illinois
|
$14.7M
|
+$14.4M
|
+320,712
|
New
|
|
|
124
|
&Partners
Nashville,
Tennessee
|
$14.7M
|
+$2.5M
|
+55,679
|
+21%
|
|
|
125
|
Corient Private Wealth
Miami,
Florida
|
$14.5M
|
-$336K
|
-7,485
|
-2%
|
|
