|
176
|
CreativeOne Wealth
Overland Park,
Kansas
|
$14.5M
|
-$5.97M
|
-32,784
|
-29%
|
|
|
177
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$14.2M
|
-$159K
|
-873
|
-1%
|
|
|
178
|
Modera Wealth Management
Westwood,
New Jersey
|
$14.1M
|
+$592K
|
+3,250
|
+4%
|
|
|
179
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$14M
|
+$1.03M
|
+5,660
|
+8%
|
|
|
180
|
UMB Bank
Kansas City,
Missouri
|
$13.9M
|
-$556K
|
-3,051
|
-4%
|
|
|
181
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$13.8M
|
-$112K
|
-616
|
-0.8%
|
|
|
182
|
High Falls Advisors
Rochester,
New York
|
$13.5M
|
+$405K
|
+2,223
|
+3%
|
|
|
183
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$13.5M
|
+$624K
|
+3,426
|
+5%
|
|
|
184
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13.3M
|
+$230K
|
+1,262
|
+2%
|
|
|
185
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$13.3M
|
+$22K
|
+121
|
+0.2%
|
|
|
186
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$13.2M
|
+$32.1K
|
+176
|
+0.2%
|
|
|
187
|
SteelPeak Wealth
Woodland Hills,
California
|
$13.2M
|
+$891K
|
+4,891
|
+7%
|
|
|
188
|
Blue Trust Inc
Alpharetta,
Georgia
|
$13.2M
|
+$6.38K
|
+35
|
+0%
|
|
|
189
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$13.2M
|
–
|
–
|
–
|
|
|
190
|
Stokes Family Office
New Orleans,
Louisiana
|
$13.1M
|
+$14.2K
|
+78
|
+0.1%
|
|
|
191
|
Trust Point Inc
La Crosse,
Wisconsin
|
$13M
|
-$7.29K
|
-40
|
-0.1%
|
|
|
192
|
|
$12.9M
|
-$1.65M
|
-9,070
|
-11%
|
|
|
193
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$12.8M
|
+$362K
|
+1,988
|
+3%
|
|
|
194
|
Financial Advocates Investment Management
Olympia,
Washington
|
$12.8M
|
-$1.5M
|
-8,232
|
-11%
|
|
|
195
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$12.7M
|
+$729K
|
+4,005
|
+6%
|
|
|
196
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$12.4M
|
+$129K
|
+710
|
+1%
|
|
|
197
|
Occidental Asset Management
Burlingame,
California
|
$12.3M
|
-$2.45M
|
-13,465
|
-17%
|
|
|
198
|
Citizens Financial Group
Providence,
Rhode Island
|
$12.3M
|
-$42.4K
|
-233
|
-0.3%
|
|
|
199
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$12.3M
|
-$21.7K
|
-119
|
-0.2%
|
|
|
200
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$12.2M
|
+$3.92M
|
+21,541
|
+48%
|
|
