|
151
|
Legacy Trust
Grand Rapids,
Michigan
|
$6.37M
|
-$365K
|
-1,281
|
-6%
|
|
|
152
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.29M
|
-$110K
|
-387
|
-2%
|
|
|
153
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.29M
|
-$110K
|
-387
|
-2%
|
|
|
154
|
Sheridan Capital Management
San Rafael,
California
|
$6.19M
|
+$472K
|
+1,653
|
+9%
|
|
|
155
|
Private Advisor Group
Morristown,
New Jersey
|
$6.14M
|
-$890K
|
-3,121
|
-13%
|
|
|
156
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.08M
|
+$17.7K
|
+62
|
+0.3%
|
|
|
157
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.94M
|
+$1.67M
|
+5,857
|
+42%
|
|
|
158
|
Whittier Trust
South Pasadena,
California
|
$5.87M
|
–
|
–
|
–
|
|
|
159
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$5.65M
|
+$51.6K
|
+181
|
+1%
|
|
|
160
|
Stifel Financial
St. Louis,
Missouri
|
$5.64M
|
+$497K
|
+1,742
|
+10%
|
|
|
161
|
Rebalance
Palo Alto,
California
|
$5.62M
|
-$420K
|
-1,473
|
-7%
|
|
|
162
|
Triune Financial Partners
Overland Park,
Kansas
|
$5.6M
|
+$13.4K
|
+47
|
+0.3%
|
|
|
163
|
Chartwell Investment Partners
Berywn,
Pennsylvania
|
$5.55M
|
–
|
–
|
–
|
|
|
164
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.43M
|
-$1.66M
|
-5,805
|
-24%
|
|
|
165
|
One Day In July LLC
Burlington,
Vermont
|
$5.42M
|
+$2.4M
|
+8,401
|
+87%
|
|
|
166
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$5.4M
|
-$244K
|
-856
|
-5%
|
|
|
167
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$5.39M
|
+$5.13M
|
+17,975
|
New
|
|
|
168
|
Cedar Wealth Management
Walnut Creek,
California
|
$5.32M
|
+$379K
|
+1,327
|
+8%
|
|
|
169
|
BTC Capital Management
Des Moines,
Iowa
|
$5.27M
|
+$5.01M
|
+17,567
|
New
|
|
|
170
|
Financial Council
Towson,
Maryland
|
$5.09M
|
-$70.2K
|
-246
|
-1%
|
|
|
171
|
Mission Wealth Management
Santa Barbara,
California
|
$5.08M
|
+$4.85K
|
+17
|
+0.1%
|
|
|
172
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$5.03M
|
–
|
–
|
–
|
|
|
173
|
Gilbert & Cook
West Des Moines,
Iowa
|
$4.95M
|
+$1.71K
|
+6
|
+0%
|
|
|
174
|
Victory Capital Management
San Antonio,
Texas
|
$4.89M
|
-$4.11M
|
-14,423
|
-47%
|
|
|
175
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.88M
|
+$42.8K
|
+150
|
+0.9%
|
|
