|
126
|
One Capital Management
Westlake Village,
California
|
$8.17M
|
-$672K
|
-2,270
|
-7%
|
|
|
127
|
XML Financial
Bethesda,
Maryland
|
$8.13M
|
+$2.35M
|
+7,945
|
+39%
|
|
|
128
|
|
$7.96M
|
-$2.21M
|
-7,473
|
-21%
|
|
|
129
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.96M
|
-$241K
|
-815
|
-3%
|
|
|
130
|
Modera Wealth Management
Westwood,
New Jersey
|
$7.92M
|
+$296
|
+1
|
+0%
|
|
|
131
|
Waverly Advisors
Birmingham,
Alabama
|
$7.68M
|
+$4.19M
|
+14,178
|
+113%
|
|
|
132
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.65M
|
-$340K
|
-1,151
|
-4%
|
|
|
133
|
EP Wealth Advisors
Torrance,
California
|
$7.56M
|
+$1.48K
|
+5
|
+0%
|
|
|
134
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$7.44M
|
-$97.3K
|
-329
|
-1%
|
|
|
135
|
Oldfather Financial Services
Kearney,
Nebraska
|
$7.39M
|
+$27.2K
|
+92
|
+0.4%
|
|
|
136
|
Sequent Asset Management
Houston,
Texas
|
$7.38M
|
–
|
–
|
–
|
|
|
137
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$7.35M
|
-$345K
|
-1,166
|
-4%
|
|
|
138
|
Savant Capital
Rockford,
Illinois
|
$7.2M
|
-$245K
|
-828
|
-3%
|
|
|
139
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7.17M
|
+$434K
|
+1,468
|
+6%
|
|
|
140
|
Kera Capital Partners
San Jose,
California
|
$6.98M
|
+$7.17M
|
+24,250
|
New
|
|
|
141
|
Whittier Trust
South Pasadena,
California
|
$6.97M
|
+$40.2K
|
+136
|
+0.6%
|
|
|
142
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.84M
|
+$644K
|
+2,178
|
+10%
|
|
|
143
|
BOK Financial
Tulsa,
Oklahoma
|
$6.84M
|
-$87K
|
-294
|
-1%
|
|
|
144
|
360 Financial
Wayzata,
Minnesota
|
$6.84M
|
+$90.2K
|
+305
|
+1%
|
|
|
145
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$6.82M
|
-$182K
|
-615
|
-3%
|
|
|
146
|
Avantax Advisory Services
Dallas,
Texas
|
$6.79M
|
+$2.69M
|
+9,082
|
+63%
|
|
|
147
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.73M
|
-$200K
|
-677
|
-3%
|
|
|
148
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$6.69M
|
-$18.9K
|
-64
|
-0.3%
|
|
|
149
|
Team Hewins
Redwood City,
California
|
$6.62M
|
-$31.9K
|
-108
|
-0.5%
|
|
|
150
|
HB Wealth Management
Atlanta,
Georgia
|
$6.61M
|
+$744K
|
+2,514
|
+12%
|
|
