|
126
|
AllGen Financial Advisors
Orlando,
Florida
|
$53.2M
|
+$2.22M
|
+30,570
|
+4%
|
|
|
127
|
Trilogy Capital
Irvine,
California
|
$53.1M
|
-$8.33M
|
-114,841
|
-14%
|
|
|
128
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$53M
|
-$660K
|
-9,099
|
-1%
|
|
|
129
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$52.9M
|
+$3.63M
|
+50,000
|
+7%
|
|
|
130
|
|
$52.7M
|
-$3.78M
|
-52,037
|
-7%
|
|
|
131
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$52.3M
|
-$6.58M
|
-90,626
|
-11%
|
|
|
132
|
Trust Company
Manhattan,
Kansas
|
$51.3M
|
-$603K
|
-8,306
|
-1%
|
|
|
133
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$49.1M
|
-$611K
|
-8,423
|
-1%
|
|
|
134
|
Geneos Wealth Management
Englewood,
Colorado
|
$48.9M
|
+$35.4M
|
+488,045
|
+274%
|
|
|
135
|
Cambridge Advisors
Omaha,
Nebraska
|
$48.8M
|
+$400K
|
+5,515
|
+0.8%
|
|
|
136
|
|
$47.8M
|
-$6.32M
|
-87,118
|
-12%
|
|
|
137
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$45.7M
|
+$39.1M
|
+539,455
|
+651%
|
|
|
138
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$45.3M
|
+$2.15M
|
+29,569
|
+5%
|
|
|
139
|
Twele Capital Management
Minnetonka,
Minnesota
|
$44.9M
|
-$856K
|
-11,799
|
-2%
|
|
|
140
|
Soltis Investment Advisors
St. George,
Utah
|
$44.2M
|
+$24.6M
|
+338,544
|
+129%
|
|
|
141
|
Horizon Bancorp
Michigan City,
Indiana
|
$44.1M
|
-$19.6M
|
-270,330
|
-31%
|
|
|
142
|
US Bancorp
Minneapolis,
Minnesota
|
$43.8M
|
+$3.58M
|
+49,366
|
+9%
|
|
|
143
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$43.3M
|
+$844K
|
+11,633
|
+2%
|
|
|
144
|
Equitable Holdings
New York
|
$43.2M
|
+$1.63M
|
+22,481
|
+4%
|
|
|
145
|
SCS Capital Management
Boston,
Massachusetts
|
$43.2M
|
+$42.6M
|
+587,542
|
New
|
|
|
146
|
Boston Partners
Boston,
Massachusetts
|
$42.3M
|
–
|
–
|
–
|
|
|
147
|
Zhang Financial
Portage,
Michigan
|
$42.2M
|
+$1.04M
|
+14,358
|
+3%
|
|
|
148
|
Tectonic Advisors
Frisco,
Texas
|
$42.1M
|
+$2.1M
|
+28,905
|
+5%
|
|
|
149
|
Stephens Consulting
Flint,
Michigan
|
$41.6M
|
+$669K
|
+9,217
|
+2%
|
|
|
150
|
NEOS Investment Management
Westport,
Connecticut
|
$41M
|
+$8.75M
|
+120,550
|
+27%
|
|
