|
151
|
Financial Advocates Investment Management
Olympia,
Washington
|
$11.7M
|
-$555K
|
-3,676
|
-5%
|
|
|
152
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$11.7M
|
-$1.1M
|
-7,260
|
-9%
|
|
|
153
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$11.5M
|
+$2.2M
|
+14,591
|
+24%
|
|
|
154
|
Saiph Capital
Wyckoff,
New Jersey
|
$11.5M
|
+$7.14M
|
+47,236
|
+167%
|
|
|
155
|
Global Retirement Partners
San Rafael,
California
|
$11.5M
|
+$8.43M
|
+55,783
|
+278%
|
|
|
156
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$11.4M
|
–
|
–
|
–
|
|
|
157
|
ETF Portfolio Partners
Leawood,
Kansas
|
$11.4M
|
+$424K
|
+2,803
|
+4%
|
|
|
158
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$11.3M
|
+$176K
|
+1,167
|
+2%
|
|
|
159
|
Bank of Stockton
Stockton,
California
|
$11.2M
|
-$610K
|
-4,038
|
-5%
|
|
|
160
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$11.2M
|
-$153K
|
-1,013
|
-1%
|
|
|
161
|
Prosperity Planning
Kansas City,
Missouri
|
$11.1M
|
+$253K
|
+1,673
|
+2%
|
|
|
162
|
Peninsula Wealth
San Francisco,
California
|
$11M
|
+$13.4K
|
+89
|
+0.1%
|
|
|
163
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$10.8M
|
-$13.2M
|
-87,114
|
-55%
|
|
|
164
|
Citizens Financial Group
Providence,
Rhode Island
|
$10.6M
|
+$377K
|
+2,498
|
+4%
|
|
|
165
|
Atria Wealth Solutions
New York
|
$10.6M
|
-$2.53M
|
-16,718
|
-19%
|
|
|
166
|
|
$10.5M
|
+$3.17M
|
+20,946
|
+43%
|
|
|
167
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$10.4M
|
-$494K
|
-3,270
|
-5%
|
|
|
168
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.4M
|
-$63.2K
|
-418
|
-0.6%
|
|
|
169
|
|
$10.4M
|
+$10.3M
|
+68,331
|
New
|
|
|
170
|
|
$10.4M
|
+$8.28M
|
+54,791
|
+407%
|
|
|
171
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$10.2M
|
+$1.46M
|
+9,680
|
+17%
|
|
|
172
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.1M
|
-$108K
|
-714
|
-1%
|
|
|
173
|
|
$10.1M
|
-$3.06M
|
-20,263
|
-23%
|
|
|
174
|
Comerica Securities
Detroit,
Michigan
|
$10.1M
|
-$284K
|
-1,878
|
-3%
|
|
|
175
|
Citadel Advisors
Miami,
Florida
|
$9.99M
|
+$9.87M
|
+65,333
|
+12,760%
|
|
