|
126
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$8.99M
|
-$1.64M
|
-10,538
|
-13%
|
|
|
127
|
Pathstone Holdings
Englewood,
New Jersey
|
$8.88M
|
+$1.89M
|
+12,143
|
+24%
|
|
|
128
|
Keebeck Wealth Management
Chicago,
Illinois
|
$8.87M
|
+$570K
|
+3,659
|
+6%
|
|
|
129
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$8.87M
|
-$945K
|
-6,067
|
-9%
|
|
|
130
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$8.72M
|
-$80.7K
|
-518
|
-0.8%
|
|
|
131
|
Trek Financial
Scottsdale,
Arizona
|
$8.64M
|
+$4.94M
|
+31,735
|
+107%
|
|
|
132
|
Huntington National Bank
Columbus,
Ohio
|
$8.52M
|
–
|
–
|
–
|
|
|
133
|
Finley Financial
Las Vegas,
Nevada
|
$8.43M
|
+$250K
|
+1,605
|
+3%
|
|
|
134
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$8.21M
|
-$532K
|
-3,415
|
-6%
|
|
|
135
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8.21M
|
-$532K
|
-3,415
|
-6%
|
|
|
136
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.06M
|
+$2.33M
|
+14,984
|
+35%
|
|
|
137
|
MAI Capital Management
Independence,
Ohio
|
$7.92M
|
-$265K
|
-1,700
|
-3%
|
|
|
138
|
Blue Trust Inc
Alpharetta,
Georgia
|
$7.78M
|
+$226K
|
+1,451
|
+3%
|
|
|
139
|
Spire Wealth Management
Mclean,
Virginia
|
$7.73M
|
-$38.2K
|
-245
|
-0.4%
|
|
|
140
|
&Partners
Nashville,
Tennessee
|
$7.67M
|
-$663K
|
-4,259
|
-7%
|
|
|
141
|
|
$7.66M
|
+$415K
|
+2,664
|
+5%
|
|
|
142
|
Kelly Financial Services
Braintree,
Massachusetts
|
$7.64M
|
+$250K
|
+1,605
|
+3%
|
|
|
143
|
SSI Investment Management
Los Angeles,
California
|
$7.63M
|
+$3.21M
|
+20,600
|
+61%
|
|
|
144
|
J.W. Cole Advisors
Tampa,
Florida
|
$7.6M
|
-$8.99M
|
-57,725
|
-52%
|
|
|
145
|
Financial Life Advisors
San Antonio,
Texas
|
$7.48M
|
+$146K
|
+938
|
+2%
|
|
|
146
|
Cypress Wealth Services
Palm Desert,
California
|
$7.37M
|
+$34.7K
|
+223
|
+0.4%
|
|
|
147
|
Lido Advisors
Los Angeles,
California
|
$7.33M
|
-$227K
|
-1,457
|
-3%
|
|
|
148
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$7.31M
|
-$92.5K
|
-594
|
-1%
|
|
|
149
|
Perkins Coie Trust Company
Seattle,
Washington
|
$7.27M
|
+$128K
|
+822
|
+2%
|
|
|
150
|
Jackson Wealth Management
Lake Mary,
Florida
|
$7.24M
|
+$172K
|
+1,105
|
+2%
|
|
