|
126
|
MSI Financial Services
Springfield,
Massachusetts
|
$2.71M
|
-$947K
|
-18,559
|
-27%
|
|
|
127
|
ETF Portfolio Partners
Leawood,
Kansas
|
$2.63M
|
-$70.6K
|
-1,385
|
-3%
|
|
|
128
|
Bangor Savings Bank
Bangor,
Maine
|
$2.52M
|
+$474K
|
+9,286
|
+24%
|
|
|
129
|
Wealth Architects
Mountain View,
California
|
$2.5M
|
+$350K
|
+6,867
|
+17%
|
|
|
130
|
LBA Wealth Management
Jacksonville,
Florida
|
$2.47M
|
+$541K
|
+10,600
|
+30%
|
|
|
131
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.39M
|
+$2.3M
|
+45,045
|
New
|
|
|
132
|
American International Group
New York
|
$2.38M
|
-$475K
|
-9,321
|
-17%
|
|
|
133
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.33M
|
+$411K
|
+8,055
|
+23%
|
|
|
134
|
Asset Dedication LLC
San Francisco,
California
|
$2.33M
|
+$261K
|
+5,123
|
+13%
|
|
|
135
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2.32M
|
+$126K
|
+2,478
|
+6%
|
|
|
136
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.25M
|
+$2.16M
|
+42,431
|
New
|
|
|
137
|
Peninsula Asset Management
Bradenton,
Florida
|
$2.16M
|
-$82.4K
|
-1,615
|
-4%
|
|
|
138
|
King Wealth Management Group
Naples,
Florida
|
$2.16M
|
-$41.2K
|
-808
|
-2%
|
|
|
139
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.13M
|
–
|
–
|
–
|
|
|
140
|
Mather Group
Chicago,
Illinois
|
$2.13M
|
+$159K
|
+3,124
|
+8%
|
|
|
141
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.1M
|
+$2.02M
|
+39,604
|
New
|
|
|
142
|
William Blair & Company
Chicago,
Illinois
|
$2.04M
|
-$350K
|
-6,870
|
-15%
|
|
|
143
|
Empirical Wealth Management
Seattle,
Washington
|
$2.02M
|
+$319K
|
+6,261
|
+20%
|
|
|
144
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.97M
|
-$1.08M
|
-21,197
|
-36%
|
|
|
145
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.97M
|
+$1.58M
|
+30,933
|
+503%
|
|
|
146
|
Advisory Services Network
Atlanta,
Georgia
|
$1.91M
|
+$1.26M
|
+24,710
|
+219%
|
|
|
147
|
Old National Bancorp
Evansville,
Indiana
|
$1.84M
|
+$285K
|
+5,590
|
+19%
|
|
|
148
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.84M
|
+$34.2K
|
+670
|
+2%
|
|
|
149
|
Whittier Trust
South Pasadena,
California
|
$1.81M
|
+$180K
|
+3,533
|
+12%
|
|
|
150
|
Cypress Wealth Advisors
San Francisco,
California
|
$1.79M
|
+$11.8K
|
+231
|
+0.7%
|
|
