|
151
|
Beacon Pointe Advisors
Newport Beach,
California
|
$15.3M
|
+$453K
|
+2,816
|
+3%
|
|
|
152
|
|
$15.2M
|
-$2.59M
|
-16,129
|
-16%
|
|
|
153
|
UMB Bank
Kansas City,
Missouri
|
$15M
|
-$208K
|
-1,292
|
-1%
|
|
|
154
|
United Capital Financial Advisors
Irving,
Texas
|
$15M
|
-$11.8M
|
-73,273
|
-46%
|
|
|
155
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$14.8M
|
+$694K
|
+4,315
|
+5%
|
|
|
156
|
Callan Family Office
Radnor,
Pennsylvania
|
$14.8M
|
+$1.23M
|
+7,682
|
+10%
|
|
|
157
|
Alesco Advisors
Pittsford,
New York
|
$14.7M
|
-$3.87M
|
-24,047
|
-22%
|
|
|
158
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$14.5M
|
-$275K
|
-1,713
|
-2%
|
|
|
159
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$14.5M
|
-$194K
|
-1,206
|
-1%
|
|
|
160
|
Prosperity Planning
Kansas City,
Missouri
|
$14.5M
|
+$488K
|
+3,038
|
+4%
|
|
|
161
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$14.3M
|
-$1.03M
|
-6,397
|
-7%
|
|
|
162
|
JSF Financial
Los Angeles,
California
|
$14.1M
|
+$681K
|
+4,236
|
+6%
|
|
|
163
|
Occidental Asset Management
Burlingame,
California
|
$14.1M
|
+$119K
|
+742
|
+0.9%
|
|
|
164
|
WealthPLAN Partners
Omaha,
Nebraska
|
$13.9M
|
+$60.4K
|
+376
|
+0.5%
|
|
|
165
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$13.9M
|
-$535K
|
-3,326
|
-4%
|
|
|
166
|
|
$13.8M
|
+$1.26M
|
+7,834
|
+11%
|
|
|
167
|
Financial Advocates Investment Management
Olympia,
Washington
|
$13.4M
|
+$982K
|
+6,107
|
+9%
|
|
|
168
|
Clear Creek Financial Management
Silverdale,
Washington
|
$13.2M
|
+$9.23M
|
+57,413
|
+312%
|
|
|
169
|
Modera Wealth Management
Westwood,
New Jersey
|
$13M
|
-$57.9K
|
-360
|
-0.5%
|
|
|
170
|
ETF Portfolio Partners
Leawood,
Kansas
|
$12.9M
|
+$12.7K
|
+79
|
+0.1%
|
|
|
171
|
Alera Investment Advisors
Deerfield,
Illinois
|
$12.9M
|
+$49.8K
|
+310
|
+0.4%
|
|
|
172
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$12.6M
|
–
|
–
|
–
|
|
|
173
|
Atria Wealth Solutions
New York
|
$12.6M
|
+$208K
|
+1,292
|
+2%
|
|
|
174
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$12.5M
|
+$9.59M
|
+59,652
|
+492%
|
|
|
175
|
Trust Point Inc
La Crosse,
Wisconsin
|
$12.4M
|
+$11.5M
|
+71,562
|
New
|
|
