|
126
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$4.28M
|
+$4.12M
|
+25,672
|
New
|
|
|
127
|
Spring Creek Investment Management
Philadelphia,
Pennsylvania
|
$4.25M
|
–
|
–
|
–
|
|
|
128
|
Victory Capital Management
San Antonio,
Texas
|
$4.22M
|
-$3.73M
|
-23,217
|
-48%
|
|
|
129
|
Suntrust Banks
Atlanta,
Georgia
|
$4.11M
|
-$2.34M
|
-14,605
|
-37%
|
|
|
130
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.01M
|
-$817K
|
-5,090
|
-17%
|
|
|
131
|
Planning Alternatives
Birmingham,
Michigan
|
$3.85M
|
-$1.75M
|
-10,874
|
-32%
|
|
|
132
|
Aspiriant LLC
Los Angeles,
California
|
$3.82M
|
-$101K
|
-628
|
-3%
|
|
|
133
|
First Allied Advisory Services
San Diego,
California
|
$3.81M
|
+$47.2K
|
+294
|
+1%
|
|
|
134
|
|
$3.75M
|
+$2.85M
|
+17,776
|
+378%
|
|
|
135
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$3.71M
|
+$16.1K
|
+100
|
+0.5%
|
|
|
136
|
|
$3.69M
|
-$323K
|
-2,014
|
-8%
|
|
|
137
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.57M
|
+$53.8K
|
+335
|
+2%
|
|
|
138
|
First National Bank of Omaha
Omaha,
Nebraska
|
$3.57M
|
+$69K
|
+430
|
+2%
|
|
|
139
|
Lutz Financial Services
Omaha,
Nebraska
|
$3.57M
|
-$2.89M
|
-18,033
|
-46%
|
|
|
140
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$3.52M
|
-$134K
|
-833
|
-4%
|
|
|
141
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.48M
|
+$1.76K
|
+11
|
+0.1%
|
|
|
142
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$3.12M
|
-$14.2M
|
-88,550
|
-83%
|
|
|
143
|
WhitTier Trust Company
Reno,
Nevada
|
$3.12M
|
+$48.8K
|
+304
|
+2%
|
|
|
144
|
Sterling Capital Management
Charlotte,
North Carolina
|
$3.06M
|
-$12.1M
|
-75,098
|
-80%
|
|
|
145
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$3.03M
|
+$480K
|
+2,990
|
+20%
|
|
|
146
|
Edge Capital Group
Atlanta,
Georgia
|
$2.97M
|
-$14.9K
|
-93
|
-0.5%
|
|
|
147
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.83M
|
-$72.4K
|
-451
|
-3%
|
|
|
148
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.8M
|
+$934K
|
+5,818
|
+53%
|
|
|
149
|
Truist Financial
Charlotte,
North Carolina
|
$2.75M
|
–
|
–
|
–
|
|
|
150
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.71M
|
-$71.9K
|
-448
|
-3%
|
|
