|
126
|
Gotham Asset Management
New York
|
$16.8M
|
-$1.3M
|
-28,826
|
-7%
|
|
|
127
|
Occidental Asset Management
Burlingame,
California
|
$16.7M
|
+$203K
|
+4,475
|
+1%
|
|
|
128
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.7M
|
-$2.65M
|
-58,602
|
-14%
|
|
|
129
|
Corient Private Wealth
Miami,
Florida
|
$16.7M
|
+$3.54M
|
+78,219
|
+27%
|
|
|
130
|
Mercer Global Advisors
Denver,
Colorado
|
$16.4M
|
-$886K
|
-19,566
|
-5%
|
|
|
131
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$16.4M
|
+$1.14M
|
+25,100
|
+8%
|
|
|
132
|
Bank of New York Mellon
New York
|
$16M
|
+$2.79M
|
+61,741
|
+21%
|
|
|
133
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$15.8M
|
-$113K
|
-2,500
|
-0.7%
|
|
|
134
|
RCS Financial Planning
Annapolis,
Maryland
|
$15.7M
|
+$1M
|
+22,133
|
+7%
|
|
|
135
|
New Insight Wealth Advisors
San Ramon,
California
|
$15.5M
|
+$898K
|
+19,844
|
+6%
|
|
|
136
|
Kickstand Ventures
Pittsford,
New York
|
$15.5M
|
+$27.5K
|
+607
|
+0.2%
|
|
|
137
|
Watchman Group
Plano,
Texas
|
$15.5M
|
+$3.72M
|
+82,114
|
+32%
|
|
|
138
|
ETF Portfolio Partners
Leawood,
Kansas
|
$15.1M
|
+$788K
|
+17,400
|
+6%
|
|
|
139
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$14.9M
|
+$1.55M
|
+34,344
|
+12%
|
|
|
140
|
Allworth Financial
Folsom,
California
|
$14.9M
|
-$2.07M
|
-45,810
|
-12%
|
|
|
141
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$14.7M
|
+$463K
|
+10,226
|
+3%
|
|
|
142
|
tru Independence
Portland,
Oregon
|
$14.5M
|
+$610K
|
+13,473
|
+4%
|
|
|
143
|
Summit X LLC
Chesterfield,
Missouri
|
$14.5M
|
+$5.14M
|
+113,484
|
+56%
|
|
|
144
|
CMG Global Holdings
Plano,
Texas
|
$14.4M
|
-$1.87M
|
-41,256
|
-12%
|
|
|
145
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$14.4M
|
+$8.97M
|
+198,077
|
+169%
|
|
|
146
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$14M
|
+$694K
|
+15,326
|
+5%
|
|
|
147
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$13.8M
|
-$243K
|
-5,372
|
-2%
|
|
|
148
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$13.7M
|
+$734K
|
+16,218
|
+6%
|
|
|
149
|
OneAscent Financial Services
Birmingham,
Alabama
|
$13.4M
|
-$13M
|
-287,373
|
-49%
|
|
|
150
|
KFA Private Wealth Group
Tysons,
Virginia
|
$13.4M
|
-$2.85M
|
-62,931
|
-18%
|
|
