|
126
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.27M
|
-$4.27K
|
-48
|
-0.2%
|
|
|
127
|
Petix & Botte Financial
La Mesa,
California
|
$2.27M
|
+$2.17M
|
+24,391
|
New
|
|
|
128
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.25M
|
-$22.6K
|
-254
|
-1%
|
|
|
129
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$2.18M
|
+$75.6K
|
+850
|
+4%
|
|
|
130
|
Truist Financial
Charlotte,
North Carolina
|
$2.1M
|
-$930K
|
-10,461
|
-32%
|
|
|
131
|
The Wealth Group
Eden Prairie,
Minnesota
|
$2.09M
|
-$576K
|
-6,481
|
-26%
|
|
|
132
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$2.08M
|
+$85.6K
|
+963
|
+5%
|
|
|
133
|
Idaho Trust Bank
Boise,
Idaho
|
$2.08M
|
+$1.98M
|
+22,309
|
New
|
|
|
134
|
Northern Trust
Chicago,
Illinois
|
$2.02M
|
-$498K
|
-5,600
|
-21%
|
|
|
135
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.99M
|
+$27.6K
|
+310
|
+1%
|
|
|
136
|
Bell Investment Advisors
Oakland,
California
|
$1.99M
|
-$132K
|
-1,485
|
-6%
|
|
|
137
|
Arjuna Capital
Durham,
North Carolina
|
$1.97M
|
-$67.5K
|
-759
|
-3%
|
|
|
138
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.91M
|
+$143K
|
+1,612
|
+9%
|
|
|
139
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.85M
|
+$121K
|
+1,366
|
+7%
|
|
|
140
|
Bell Bank
Fargo,
North Dakota
|
$1.81M
|
-$57.3K
|
-644
|
-3%
|
|
|
141
|
UMB Bank
Kansas City,
Missouri
|
$1.79M
|
–
|
–
|
–
|
|
|
142
|
Citadel Advisors
Miami,
Florida
|
$1.73M
|
+$1.41M
|
+15,881
|
+603%
|
|
|
143
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.72M
|
+$101K
|
+1,134
|
+7%
|
|
|
144
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.7M
|
+$105K
|
+1,180
|
+7%
|
|
|
145
|
Larson Financial Group
St Louis,
Missouri
|
$1.69M
|
-$91.2K
|
-1,026
|
-5%
|
|
|
146
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.67M
|
-$85.3K
|
-959
|
-5%
|
|
|
147
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$1.63M
|
-$26.3K
|
-296
|
-2%
|
|
|
148
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$1.63M
|
-$19.8K
|
-223
|
-1%
|
|
|
149
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.62M
|
-$4.83M
|
-54,282
|
-76%
|
|
|
150
|
Glenview Trust
Louisville,
Kentucky
|
$1.61M
|
+$82.2K
|
+924
|
+6%
|
|
