|
126
|
Summit Wealth Partners
Orlando,
Florida
|
$16M
|
-$288K
|
-5,545
|
-2%
|
|
|
127
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$16M
|
–
|
–
|
–
|
|
|
128
|
IFP Advisors
Tampa,
Florida
|
$15.9M
|
+$1.67M
|
+32,155
|
+12%
|
|
|
129
|
Parallel Advisors
San Francisco,
California
|
$15.8M
|
+$12.5M
|
+241,228
|
+403%
|
|
|
130
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$15.7M
|
–
|
–
|
–
|
|
|
131
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$15.5M
|
+$620K
|
+11,929
|
+4%
|
|
|
132
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$15.5M
|
–
|
–
|
–
|
|
|
133
|
Better Money Decisions
Santa Fe,
New Mexico
|
$15M
|
+$916K
|
+17,627
|
+7%
|
|
|
134
|
|
$14.9M
|
-$673K
|
-12,938
|
-4%
|
|
|
135
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$14.6M
|
–
|
–
|
–
|
|
|
136
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$14.5M
|
-$5.5M
|
-105,709
|
-28%
|
|
|
137
|
TCTC Holdings
Dallas,
Texas
|
$13.9M
|
-$132K
|
-2,535
|
-0.9%
|
|
|
138
|
Summit Financial
Parsippany,
New Jersey
|
$13.5M
|
+$1.33M
|
+25,564
|
+11%
|
|
|
139
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$13.4M
|
-$328K
|
-6,314
|
-2%
|
|
|
140
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$13.3M
|
-$244K
|
-4,692
|
-2%
|
|
|
141
|
NBT Bank
Norwich,
New York
|
$13.3M
|
-$327K
|
-6,294
|
-2%
|
|
|
142
|
Franklin Resources
San Mateo,
California
|
$13.3M
|
-$351K
|
-6,760
|
-3%
|
|
|
143
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$13.2M
|
-$347K
|
-6,677
|
-3%
|
|
|
144
|
Fortis Capital Management
Bellevue,
Washington
|
$13M
|
-$817K
|
-15,712
|
-6%
|
|
|
145
|
Huntington National Bank
Columbus,
Ohio
|
$13M
|
–
|
–
|
–
|
|
|
146
|
|
$13M
|
-$171K
|
-3,290
|
-1%
|
|
|
147
|
MTC Wealth Management
Tampa,
Florida
|
$12.8M
|
+$9.01M
|
+173,271
|
+243%
|
|
|
148
|
Goelzer Investment Management
Carmel,
Indiana
|
$12.8M
|
+$282K
|
+5,420
|
+2%
|
|
|
149
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.7M
|
+$5.56K
|
+107
|
+0%
|
|
|
150
|
Black Diamond Financial
Towson,
Maryland
|
$12.6M
|
+$944K
|
+18,158
|
+8%
|
|
