|
126
|
Mariner
Overland Park,
Kansas
|
$2.8M
|
+$768K
|
+16,354
|
+38%
|
|
|
127
|
TAGStone Capital
Charlotte,
North Carolina
|
$2.73M
|
+$2.7M
|
+57,478
|
New
|
|
|
128
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.61M
|
+$53K
|
+1,129
|
+2%
|
|
|
129
|
Northern Trust
Chicago,
Illinois
|
$2.59M
|
-$46K
|
-980
|
-2%
|
|
|
130
|
Veritable
Wilmington,
Delaware
|
$2.42M
|
–
|
–
|
–
|
|
|
131
|
WorthPointe
La Jolla,
California
|
$2.41M
|
+$2.52M
|
+53,722
|
New
|
|
|
132
|
Bridgewater Advisors
New York
|
$2.33M
|
-$3.52K
|
-75
|
-0.2%
|
|
|
133
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.27M
|
+$2.24M
|
+47,770
|
New
|
|
|
134
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$2.18M
|
+$2.15M
|
+45,835
|
New
|
|
|
135
|
SOL Capital Management
Rockville,
Maryland
|
$2.13M
|
-$14.1K
|
-300
|
-0.7%
|
|
|
136
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.11M
|
+$2.09M
|
+44,422
|
New
|
|
|
137
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$2.04M
|
+$2.02M
|
+42,979
|
New
|
|
|
138
|
Heritage Investment Group
Pompano Beach,
Florida
|
$2.02M
|
+$2M
|
+42,617
|
New
|
|
|
139
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.99M
|
-$259K
|
-5,508
|
-12%
|
|
|
140
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.9M
|
+$40.7K
|
+866
|
+2%
|
|
|
141
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.82M
|
-$18.6K
|
-396
|
-1%
|
|
|
142
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.75M
|
+$1.73M
|
+36,820
|
New
|
|
|
143
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.74M
|
-$101K
|
-2,147
|
-6%
|
|
|
144
|
US Bancorp
Minneapolis,
Minnesota
|
$1.72M
|
+$65.8K
|
+1,401
|
+4%
|
|
|
145
|
Truist Financial
Charlotte,
North Carolina
|
$1.7M
|
-$35.2K
|
-749
|
-2%
|
|
|
146
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.69M
|
+$373K
|
+7,941
|
+29%
|
|
|
147
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$1.65M
|
+$1.63M
|
+34,795
|
New
|
|
|
148
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.64M
|
-$657
|
-14
|
-0%
|
|
|
149
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.56M
|
+$10.4K
|
+221
|
+0.7%
|
|
|
150
|
City State Bank
Norwalk,
Iowa
|
$1.55M
|
+$1.53M
|
+32,585
|
New
|
|
