|
126
|
Forte Asset Management
Bedford,
New York
|
$8.32M
|
+$992K
|
+4,464
|
+13%
|
|
|
127
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$8.21M
|
-$873K
|
-3,929
|
-10%
|
|
|
128
|
|
$7.98M
|
+$8.03M
|
+36,143
|
New
|
|
|
129
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.95M
|
+$200K
|
+901
|
+3%
|
|
|
130
|
|
$7.85M
|
-$73.8K
|
-332
|
-0.9%
|
|
|
131
|
Allen Investment Management
New York
|
$7.81M
|
–
|
–
|
–
|
|
|
132
|
Zacks Investment Management
Chicago,
Illinois
|
$7.81M
|
+$7.26M
|
+32,672
|
+1,209%
|
|
|
133
|
Regis Management Company
Menlo Park,
California
|
$7.79M
|
–
|
–
|
–
|
|
|
134
|
Moran Wealth Management
Naples,
Florida
|
$7.58M
|
+$7.63M
|
+34,348
|
New
|
|
|
135
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$7.41M
|
+$1.33K
|
+6
|
+0%
|
|
|
136
|
WhitTier Trust Company
Reno,
Nevada
|
$7.33M
|
–
|
–
|
–
|
|
|
137
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7.22M
|
–
|
–
|
–
|
|
|
138
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.05M
|
-$274K
|
-1,233
|
-4%
|
|
|
139
|
Comerica Bank
Dallas,
Texas
|
$6.99M
|
+$316K
|
+1,422
|
+5%
|
|
|
140
|
M&T Bank
Buffalo,
New York
|
$6.95M
|
-$93.1K
|
-419
|
-1%
|
|
|
141
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$6.92M
|
-$1.8M
|
-8,106
|
-21%
|
|
|
142
|
Creative Planning
Overland Park,
Kansas
|
$6.87M
|
-$208K
|
-936
|
-3%
|
|
|
143
|
Citadel Advisors
Miami,
Florida
|
$6.86M
|
+$6.57M
|
+29,577
|
+1,939%
|
|
|
144
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.55M
|
–
|
–
|
–
|
|
|
145
|
Victory Capital Management
San Antonio,
Texas
|
$6.55M
|
+$995K
|
+4,478
|
+18%
|
|
|
146
|
Country Club Bank
Kansas City,
Missouri
|
$6.54M
|
+$5.93M
|
+26,690
|
+902%
|
|
|
147
|
Raffa Wealth Management
Washington,
District of Columbia
|
$6.53M
|
–
|
–
|
–
|
|
|
148
|
Aspiriant LLC
Los Angeles,
California
|
$6.46M
|
-$341K
|
-1,535
|
-5%
|
|
|
149
|
JVL Associates
Wyoming,
Michigan
|
$6.43M
|
-$20.4K
|
-92
|
-0.3%
|
|
|
150
|
Naviter Wealth
Little Rock,
Arkansas
|
$6.35M
|
+$6.09M
|
+27,412
|
New
|
|
