|
126
|
Oak Ridge Investments
Chicago,
Illinois
|
$8.02M
|
+$8.07M
|
+24,820
|
New
|
|
|
127
|
Modera Wealth Management
Westwood,
New Jersey
|
$7.89M
|
-$211K
|
-649
|
-3%
|
|
|
128
|
Whittier Trust
South Pasadena,
California
|
$7.85M
|
-$3.9K
|
-12
|
-0.1%
|
|
|
129
|
Savant Capital
Rockford,
Illinois
|
$7.56M
|
+$127K
|
+391
|
+2%
|
|
|
130
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$7.45M
|
+$7.5M
|
+23,053
|
New
|
|
|
131
|
HB Wealth Management
Atlanta,
Georgia
|
$7.42M
|
+$400K
|
+1,230
|
+6%
|
|
|
132
|
LWM Advisors
El Dorado Hills,
California
|
$7.29M
|
+$110K
|
+339
|
+2%
|
|
|
133
|
Idaho Trust Bank
Boise,
Idaho
|
$7.27M
|
-$45.9K
|
-141
|
-0.6%
|
|
|
134
|
Kestra Private Wealth Services
Austin,
Texas
|
$7.08M
|
+$196K
|
+602
|
+3%
|
|
|
135
|
Occidental Asset Management
Burlingame,
California
|
$7.06M
|
+$128K
|
+393
|
+2%
|
|
|
136
|
Moneywise Inc
Forest,
Virginia
|
$6.96M
|
+$7.01M
|
+21,545
|
New
|
|
|
137
|
Citadel Advisors
Miami,
Florida
|
$6.94M
|
+$442K
|
+1,358
|
+7%
|
|
|
138
|
Noble Family Wealth
Clearwater,
Florida
|
$6.93M
|
+$163K
|
+500
|
+2%
|
|
|
139
|
Curated Wealth Partners
El Segundo,
California
|
$6.73M
|
+$6.77M
|
+20,826
|
New
|
|
|
140
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.71M
|
-$225K
|
-693
|
-3%
|
|
|
141
|
XML Financial
Bethesda,
Maryland
|
$6.69M
|
+$229K
|
+705
|
+4%
|
|
|
142
|
Equitable Holdings
New York
|
$6.64M
|
-$231K
|
-710
|
-3%
|
|
|
143
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.57M
|
+$1.28M
|
+3,936
|
+24%
|
|
|
144
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.53M
|
+$1.41M
|
+4,347
|
+27%
|
|
|
145
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.34M
|
+$114K
|
+351
|
+2%
|
|
|
146
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.28M
|
-$103K
|
-316
|
-2%
|
|
|
147
|
BOK Financial
Tulsa,
Oklahoma
|
$6.14M
|
-$1.53M
|
-4,699
|
-20%
|
|
|
148
|
Bailard
Foster City,
California
|
$6.13M
|
+$24.4K
|
+75
|
+0.4%
|
|
|
149
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$6.11M
|
-$92.7K
|
-285
|
-1%
|
|
|
150
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6M
|
+$478K
|
+1,471
|
+9%
|
|
