|
126
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$14.6M
|
+$13.4K
|
+384
|
+0.1%
|
|
|
127
|
Claris Advisors
St. Louis,
Missouri
|
$14.5M
|
-$441K
|
-12,660
|
-3%
|
|
|
128
|
Equitable Holdings
New York
|
$14.5M
|
+$46.3K
|
+1,331
|
+0.3%
|
|
|
129
|
B&D White Capital Company
Lakeway,
Texas
|
$14.5M
|
+$3.39M
|
+97,384
|
+30%
|
|
|
130
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.8M
|
-$691K
|
-19,855
|
-5%
|
|
|
131
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$13.8M
|
+$1.12M
|
+32,306
|
+9%
|
|
|
132
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$13.2M
|
-$80.7K
|
-2,319
|
-0.6%
|
|
|
133
|
Creative Planning
Overland Park,
Kansas
|
$13M
|
+$203K
|
+5,833
|
+2%
|
|
|
134
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$12.8M
|
+$514K
|
+14,777
|
+4%
|
|
|
135
|
|
$12.7M
|
+$53.6K
|
+1,541
|
+0.4%
|
|
|
136
|
Truepoint Inc
Cincinnati,
Ohio
|
$12.7M
|
-$244K
|
-7,009
|
-2%
|
|
|
137
|
E6 Portfolios
Midvale,
Utah
|
$12.7M
|
+$527K
|
+15,130
|
+4%
|
|
|
138
|
Pure Financial Advisors
San Diego,
California
|
$12.4M
|
-$129K
|
-3,698
|
-1%
|
|
|
139
|
Trust Company of the South
Greensboro,
North Carolina
|
$12.4M
|
+$50.2K
|
+1,443
|
+0.4%
|
|
|
140
|
AQR Capital Management
Greenwich,
Connecticut
|
$12.3M
|
+$3.47M
|
+99,833
|
+38%
|
|
|
141
|
Andrews Lucia Wealth Management
Danville,
California
|
$11.8M
|
-$379K
|
-10,897
|
-3%
|
|
|
142
|
Regimen Wealth
Atlanta,
Georgia
|
$11.6M
|
+$11.9M
|
+341,590
|
New
|
|
|
143
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.5M
|
-$6.16K
|
-177
|
-0.1%
|
|
|
144
|
TRB Wealth Management
Houston,
Texas
|
$11.4M
|
+$11.7M
|
+336,513
|
New
|
|
|
145
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$11.2M
|
–
|
–
|
–
|
|
|
146
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.8M
|
-$270K
|
-7,759
|
-2%
|
|
|
147
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$10.5M
|
+$371K
|
+10,655
|
+4%
|
|
|
148
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.4M
|
+$33.1K
|
+952
|
+0.3%
|
|
|
149
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$10.3M
|
+$173K
|
+4,958
|
+2%
|
|
|
150
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$10.3M
|
-$90K
|
-2,586
|
-0.8%
|
|
