|
126
|
Ascent Wealth Partners
New Hartford,
New York
|
$6.02M
|
-$809K
|
-3,245
|
-12%
|
|
|
127
|
Fidelity Investments
Boston,
Massachusetts
|
$5.97M
|
+$25.9K
|
+104
|
+0.4%
|
|
|
128
|
Lido Advisors
Los Angeles,
California
|
$5.9M
|
-$96.5K
|
-387
|
-2%
|
|
|
129
|
Aspiriant LLC
Los Angeles,
California
|
$5.72M
|
-$3.74K
|
-15
|
-0.1%
|
|
|
130
|
Triune Financial Partners
Overland Park,
Kansas
|
$5.56M
|
+$5.41M
|
+21,711
|
New
|
|
|
131
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$5.5M
|
-$205K
|
-823
|
-4%
|
|
|
132
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$5.25M
|
-$428K
|
-1,716
|
-8%
|
|
|
133
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.24M
|
-$80.5K
|
-323
|
-2%
|
|
|
134
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$5.03M
|
–
|
–
|
–
|
|
|
135
|
Jess S. Morgan & Co
Los Angeles,
California
|
$5M
|
+$69.3K
|
+278
|
+1%
|
|
|
136
|
Waverly Advisors
Birmingham,
Alabama
|
$4.76M
|
-$483K
|
-1,939
|
-10%
|
|
|
137
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.72M
|
+$4.31M
|
+17,275
|
+1,538%
|
|
|
138
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.71M
|
+$53.1K
|
+213
|
+1%
|
|
|
139
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$4.69M
|
-$25.9K
|
-104
|
-0.6%
|
|
|
140
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$4.67M
|
-$4.99K
|
-20
|
-0.1%
|
|
|
141
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$4.35M
|
-$5.24K
|
-21
|
-0.1%
|
|
|
142
|
New South Capital Management
Memphis,
Tennessee
|
$4.26M
|
-$1.74M
|
-7,000
|
-30%
|
|
|
143
|
Prudential Financial
Newark,
New Jersey
|
$4.17M
|
-$1.56M
|
-6,261
|
-28%
|
|
|
144
|
Cozad Asset Management
Champaign,
Illinois
|
$4.07M
|
–
|
–
|
–
|
|
|
145
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.05M
|
–
|
–
|
–
|
|
|
146
|
Wall Capital Group
Phoenix,
Arizona
|
$3.92M
|
–
|
–
|
–
|
|
|
147
|
Edge Capital Group
Atlanta,
Georgia
|
$3.79M
|
-$346K
|
-1,387
|
-9%
|
|
|
148
|
Citadel Advisors
Miami,
Florida
|
$3.69M
|
+$3.6M
|
+14,435
|
New
|
|
|
149
|
Sand Hill Global Advisors
Palo Alto,
California
|
$3.69M
|
-$245K
|
-981
|
-6%
|
|
|
150
|
Blue Fin Capital
Warren,
Rhode Island
|
$3.68M
|
-$274K
|
-1,099
|
-7%
|
|
