|
126
|
Glassman Wealth Services
Vienna,
Virginia
|
$72.4M
|
+$2.35M
|
+54,937
|
+3%
|
|
|
127
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$70.6M
|
+$3.25M
|
+76,069
|
+5%
|
|
|
128
|
Wealth Advisors Northwest
Portland,
Oregon
|
$70.3M
|
+$3.33M
|
+77,917
|
+5%
|
|
|
129
|
Morton Capital Management
Calabasas,
California
|
$70.3M
|
+$3.27M
|
+76,511
|
+5%
|
|
|
130
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$70.2M
|
-$2.16M
|
-50,451
|
-3%
|
|
|
131
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$70M
|
–
|
–
|
–
|
|
|
132
|
Aspen Capital Management
Boise,
Idaho
|
$70M
|
+$3.61M
|
+84,299
|
+6%
|
|
|
133
|
Perigon Wealth Management
San Francisco,
California
|
$69.7M
|
+$1.51M
|
+35,247
|
+2%
|
|
|
134
|
Ballentine Capital Advisors
Greenville,
South Carolina
|
$68.3M
|
-$1.13M
|
-26,331
|
-2%
|
|
|
135
|
Farther Finance Advisors
San Francisco,
California
|
$68M
|
-$2.12M
|
-49,478
|
-3%
|
|
|
136
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$67.8M
|
+$3.56M
|
+83,103
|
+6%
|
|
|
137
|
True Wealth Design
Akron,
Ohio
|
$66.5M
|
+$4.19M
|
+97,820
|
+7%
|
|
|
138
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$64.1M
|
-$3.22M
|
-75,274
|
-5%
|
|
|
139
|
Cypress Point Wealth Management
Dallas,
Texas
|
$63.1M
|
+$1.94M
|
+45,431
|
+3%
|
|
|
140
|
Applied Capital
Little Rock,
Arkansas
|
$62.3M
|
+$910K
|
+21,260
|
+2%
|
|
|
141
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$60.3M
|
-$1.28M
|
-29,945
|
-2%
|
|
|
142
|
EP Wealth Advisors
Torrance,
California
|
$60.1M
|
-$607K
|
-14,195
|
-1%
|
|
|
143
|
Northwest Wealth Management
Spencer,
Iowa
|
$59.8M
|
+$919K
|
+21,473
|
+2%
|
|
|
144
|
Capital Performance Advisors
Walnut Creek,
California
|
$59.6M
|
-$1.27M
|
-29,716
|
-2%
|
|
|
145
|
Trust Company of the South
Greensboro,
North Carolina
|
$57.7M
|
-$47.7K
|
-1,116
|
-0.1%
|
|
|
146
|
RS Crum Inc
Newport Beach,
California
|
$57.6M
|
+$481K
|
+11,235
|
+0.9%
|
|
|
147
|
Quantinno Capital Management
New York
|
$57.6M
|
+$12.5M
|
+292,111
|
+29%
|
|
|
148
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$56.8M
|
+$196K
|
+4,588
|
+0.4%
|
|
|
149
|
Demming Financial Services
Aurora,
Ohio
|
$56M
|
+$1.02M
|
+23,958
|
+2%
|
|
|
150
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$55.2M
|
+$1.52M
|
+35,448
|
+3%
|
|
