|
126
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.8M
|
-$400K
|
-11,060
|
-19%
|
|
|
127
|
Y-Intercept (HK)
Hong Kong
|
$1.8M
|
+$1.66M
|
+45,834
|
New
|
|
|
128
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.78M
|
+$333K
|
+9,191
|
+25%
|
|
|
129
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.73M
|
+$252K
|
+6,948
|
+19%
|
|
|
130
|
Omega Financial Group
Santa Barbara,
California
|
$1.69M
|
+$3.69K
|
+102
|
+0.2%
|
|
|
131
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.69M
|
-$123K
|
-3,384
|
-7%
|
|
|
132
|
Perigon Wealth Management
San Francisco,
California
|
$1.64M
|
-$112K
|
-3,095
|
-7%
|
|
|
133
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.62M
|
+$4.78K
|
+132
|
+0.3%
|
|
|
134
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$1.61M
|
-$64.9K
|
-1,793
|
-4%
|
|
|
135
|
XY Planning Network
Bozeman,
Montana
|
$1.61M
|
+$178K
|
+4,924
|
+14%
|
|
|
136
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.58M
|
+$104K
|
+2,862
|
+8%
|
|
|
137
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.58M
|
+$291K
|
+8,025
|
+25%
|
|
|
138
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.55M
|
+$6.26K
|
+173
|
+0.4%
|
|
|
139
|
Choreo LLC
Rockford,
Illinois
|
$1.53M
|
-$294K
|
-8,117
|
-17%
|
|
|
140
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.51M
|
+$81.9K
|
+2,263
|
+6%
|
|
|
141
|
|
$1.49M
|
–
|
–
|
–
|
|
|
142
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.49M
|
+$4.2K
|
+116
|
+0.3%
|
|
|
143
|
Greykasell Wealth Strategies
Danville,
California
|
$1.46M
|
-$30.4K
|
-839
|
-2%
|
|
|
144
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.46M
|
-$353K
|
-9,740
|
-21%
|
|
|
145
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.45M
|
+$112K
|
+3,086
|
+9%
|
|
|
146
|
HB Wealth Management
Atlanta,
Georgia
|
$1.45M
|
+$547K
|
+15,108
|
+69%
|
|
|
147
|
Franklin Resources
San Mateo,
California
|
$1.43M
|
+$220K
|
+6,089
|
+20%
|
|
|
148
|
Neumann Capital Management
Foster City,
California
|
$1.43M
|
-$25.3K
|
-700
|
-2%
|
|
|
149
|
Institute for Wealth Management
Denver,
Colorado
|
$1.41M
|
+$52K
|
+1,435
|
+4%
|
|
|
150
|
Nottingham Advisors
Amherst,
New York
|
$1.4M
|
-$215K
|
-5,929
|
-14%
|
|
