|
126
|
United Capital Financial Advisors
Irving,
Texas
|
$4.04M
|
+$308K
|
+6,073
|
+8%
|
|
|
127
|
Courier Capital
Buffalo,
New York
|
$4.02M
|
+$109K
|
+2,145
|
+3%
|
|
|
128
|
Canal Insurance Company
Greenville,
South Carolina
|
$3.96M
|
–
|
–
|
–
|
|
|
129
|
Creative Planning
Overland Park,
Kansas
|
$3.88M
|
-$1.25M
|
-24,589
|
-24%
|
|
|
130
|
Avantax Advisory Services
Dallas,
Texas
|
$3.83M
|
+$576K
|
+11,347
|
+18%
|
|
|
131
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$3.83M
|
+$145K
|
+2,865
|
+4%
|
|
|
132
|
Regions Financial Corp
Birmingham,
Alabama
|
$3.81M
|
+$145K
|
+2,850
|
+4%
|
|
|
133
|
Karp Capital Management
Sausalito,
California
|
$3.71M
|
+$175K
|
+3,449
|
+5%
|
|
|
134
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3.59M
|
+$171K
|
+3,363
|
+5%
|
|
|
135
|
Steward Partners Investment Advisory
New York
|
$3.58M
|
-$376K
|
-7,401
|
-10%
|
|
|
136
|
Huntington National Bank
Columbus,
Ohio
|
$3.56M
|
–
|
–
|
–
|
|
|
137
|
Calton & Associates
Tampa,
Florida
|
$3.46M
|
+$300K
|
+5,907
|
+9%
|
|
|
138
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.44M
|
+$157K
|
+3,091
|
+5%
|
|
|
139
|
Bank of the West
Monterey Park,
California
|
$3.43M
|
-$4.2M
|
-82,687
|
-55%
|
|
|
140
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$3.39M
|
-$747K
|
-14,706
|
-18%
|
|
|
141
|
Bank of New York Mellon
New York
|
$3.29M
|
-$3.73M
|
-73,503
|
-53%
|
|
|
142
|
Kanawha Capital Management
Richmond,
Virginia
|
$3.29M
|
+$135K
|
+2,650
|
+4%
|
|
|
143
|
IPG Investment Advisors
San Diego,
California
|
$3.26M
|
+$39.3K
|
+773
|
+1%
|
|
|
144
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$3.25M
|
+$3.25M
|
+64,028
|
New
|
|
|
145
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$3.25M
|
+$1.29M
|
+25,327
|
+67%
|
|
|
146
|
Cadence Bank
Tupelo,
Mississippi
|
$3.24M
|
-$43.8K
|
-863
|
-1%
|
|
|
147
|
LifePro Asset Management
San Diego,
California
|
$3.17M
|
-$28.6K
|
-564
|
-0.9%
|
|
|
148
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$3.17M
|
-$15.7K
|
-309
|
-0.5%
|
|
|
149
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3.15M
|
+$326K
|
+6,416
|
+12%
|
|
|
150
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.14M
|
+$839K
|
+16,523
|
+36%
|
|
