|
126
|
Rinkey Investments
San Diego,
California
|
$11M
|
+$177K
|
+1,513
|
+2%
|
|
|
127
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$10.5M
|
-$53.5K
|
-458
|
-0.5%
|
|
|
128
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$10.5M
|
-$33.6K
|
-288
|
-0.3%
|
|
|
129
|
Wealthcare Capital Management
Richmond,
Virginia
|
$10M
|
+$140K
|
+1,198
|
+1%
|
|
|
130
|
MAI Capital Management
Independence,
Ohio
|
$9.53M
|
+$9.63M
|
+82,483
|
New
|
|
|
131
|
HSBC Holdings
London,
United Kingdom
|
$9.48M
|
-$3.62M
|
-31,014
|
-27%
|
|
|
132
|
&Partners
Nashville,
Tennessee
|
$9.43M
|
+$4.7M
|
+40,292
|
+98%
|
|
|
133
|
Avantax Advisory Services
Dallas,
Texas
|
$9.29M
|
+$4.82M
|
+41,321
|
+106%
|
|
|
134
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$9.15M
|
+$6.63M
|
+56,812
|
+253%
|
|
|
135
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$9.11M
|
+$127K
|
+1,085
|
+1%
|
|
|
136
|
Keel Point
Huntsville,
Alabama
|
$9.06M
|
-$829K
|
-7,102
|
-8%
|
|
|
137
|
Paulson Wealth Management
Wheaton,
Illinois
|
$8.93M
|
+$1.08M
|
+9,244
|
+14%
|
|
|
138
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.79M
|
+$3.89M
|
+33,351
|
+78%
|
|
|
139
|
Corebridge Financial
Houston,
Texas
|
$8.69M
|
–
|
–
|
–
|
|
|
140
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.53M
|
+$125K
|
+1,073
|
+1%
|
|
|
141
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8.22M
|
+$2.45M
|
+21,008
|
+42%
|
|
|
142
|
HM Payson & Co
Portland,
Maine
|
$8.19M
|
–
|
–
|
–
|
|
|
143
|
|
$7.91M
|
+$7.99M
|
+68,450
|
New
|
|
|
144
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$7.54M
|
+$621K
|
+5,317
|
+9%
|
|
|
145
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$7.47M
|
+$1.54M
|
+13,222
|
+26%
|
|
|
146
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$7.43M
|
-$1.65M
|
-14,174
|
-18%
|
|
|
147
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$7.43M
|
+$7.5M
|
+64,266
|
New
|
|
|
148
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$7.41M
|
-$3.31M
|
-28,389
|
-31%
|
|
|
149
|
Atria Investments
Charlotte,
North Carolina
|
$7.35M
|
-$711K
|
-6,093
|
-9%
|
|
|
150
|
Davenport & Co
Richmond,
Virginia
|
$7.22M
|
-$27K
|
-231
|
-0.4%
|
|
