|
126
|
SoFi Wealth
San Francisco,
California
|
$31.6M
|
+$5.07M
|
+66,610
|
+19%
|
|
|
127
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$31.5M
|
+$174K
|
+2,289
|
+0.6%
|
|
|
128
|
Boston Partners
Boston,
Massachusetts
|
$31.4M
|
+$3.27K
|
+43
|
New
|
|
|
129
|
West Financial Advisors
Des Moines,
Iowa
|
$31.1M
|
-$310K
|
-4,071
|
-1%
|
|
|
130
|
PFS Investments
Duluth,
Georgia
|
$30.9M
|
-$967K
|
-12,707
|
-3%
|
|
|
131
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$30.7M
|
+$8.71M
|
+114,443
|
+39%
|
|
|
132
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$30.2M
|
+$41.8K
|
+549
|
+0.1%
|
|
|
133
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$29.8M
|
-$1.07M
|
-14,000
|
-3%
|
|
|
134
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$29.6M
|
-$20.4M
|
-267,746
|
-40%
|
|
|
135
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.6M
|
+$9.18M
|
+120,683
|
+44%
|
|
|
136
|
Daniels + Tansey
Wilmington,
Delaware
|
$29.5M
|
-$609K
|
-7,998
|
-2%
|
|
|
137
|
Opus Capital Group
Cincinnati,
Ohio
|
$29.3M
|
+$1.32M
|
+17,309
|
+5%
|
|
|
138
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$29M
|
+$640K
|
+8,409
|
+2%
|
|
|
139
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$29M
|
+$1.22M
|
+15,967
|
+4%
|
|
|
140
|
Tectonic Advisors
Frisco,
Texas
|
$28.6M
|
+$599K
|
+7,875
|
+2%
|
|
|
141
|
Allspring Global Investments
Charlotte,
North Carolina
|
$28.6M
|
–
|
–
|
–
|
|
|
142
|
FIDELIS iM
Medford,
Oregon
|
$28.1M
|
-$471K
|
-6,185
|
-2%
|
|
|
143
|
Hernani LP
St. Helier,
Jersey
|
$27.7M
|
–
|
–
|
–
|
|
|
144
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$27.7M
|
+$21.7M
|
+284,935
|
+345%
|
|
|
145
|
BHK Investment Advisors
Birmingham,
Alabama
|
$27.6M
|
+$2.45M
|
+32,239
|
+10%
|
|
|
146
|
G2 Capital Management
Columbus,
Ohio
|
$27.2M
|
-$2.6M
|
-34,192
|
-9%
|
|
|
147
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$26.7M
|
+$1.54M
|
+20,224
|
+6%
|
|
|
148
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$26.5M
|
-$4.7M
|
-61,720
|
-15%
|
|
|
149
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$25.7M
|
-$2.49M
|
-32,774
|
-9%
|
|
|
150
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$25.1M
|
+$9.65M
|
+126,772
|
+61%
|
|
