|
126
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
+$1.83M
|
+71,015
|
+9%
|
|
|
127
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$24.2M
|
+$708K
|
+27,488
|
+3%
|
|
|
128
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$24.1M
|
+$304K
|
+11,801
|
+1%
|
|
|
129
|
Equitable Holdings
New York
|
$23.7M
|
+$424K
|
+16,453
|
+2%
|
|
|
130
|
Comerica Securities
Detroit,
Michigan
|
$23.1M
|
-$462K
|
-17,913
|
-2%
|
|
|
131
|
Creative Capital Management Investments
San Diego,
California
|
$23.1M
|
+$2.97M
|
+115,078
|
+16%
|
|
|
132
|
Truist Financial
Charlotte,
North Carolina
|
$22.8M
|
+$4.66M
|
+180,623
|
+27%
|
|
|
133
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$22.4M
|
+$9.18K
|
+356
|
+0%
|
|
|
134
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$22.4M
|
–
|
–
|
–
|
|
|
135
|
UMB Bank
Kansas City,
Missouri
|
$22.3M
|
-$4.3M
|
-167,011
|
-17%
|
|
|
136
|
Northwest Wealth Management
Spencer,
Iowa
|
$21.8M
|
+$976K
|
+37,886
|
+5%
|
|
|
137
|
Empirical Wealth Management
Seattle,
Washington
|
$21.5M
|
-$551K
|
-21,373
|
-3%
|
|
|
138
|
Wealthstream Advisors
New York
|
$21.3M
|
+$1.72M
|
+66,674
|
+9%
|
|
|
139
|
Morton Capital Management
Calabasas,
California
|
$21.2M
|
+$1.07M
|
+41,640
|
+6%
|
|
|
140
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$21.2M
|
+$1.04M
|
+40,393
|
+5%
|
|
|
141
|
ML&R Wealth Management
Austin,
Texas
|
$21.2M
|
-$195K
|
-7,567
|
-1%
|
|
|
142
|
Root Financial Partners
Encinitas,
California
|
$21.2M
|
+$1.7M
|
+66,010
|
+9%
|
|
|
143
|
Straight Path Wealth Management
Jenison,
Michigan
|
$21.1M
|
+$3.25M
|
+126,176
|
+19%
|
|
|
144
|
Hemington Wealth Management
Falls Church,
Virginia
|
$20.7M
|
-$3.21M
|
-124,723
|
-14%
|
|
|
145
|
Soundmark Wealth Management
Kirkland,
Washington
|
$20.6M
|
+$462K
|
+17,933
|
+2%
|
|
|
146
|
Symmetry Partners
Glastonbury,
Connecticut
|
$20.3M
|
-$1.86M
|
-71,996
|
-9%
|
|
|
147
|
Kraft Asset Management
Nashville,
Tennessee
|
$20M
|
-$2.22M
|
-86,195
|
-10%
|
|
|
148
|
Passive Capital Management
Baltimore,
Maryland
|
$19.6M
|
+$1.5M
|
+58,264
|
+9%
|
|
|
149
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$19M
|
-$98.4K
|
-3,818
|
-0.5%
|
|
|
150
|
United Capital Financial Advisors
Irving,
Texas
|
$18.2M
|
-$734K
|
-28,472
|
-4%
|
|
