|
126
|
Wealthspire Advisors (New York)
New York
|
$13.2M
|
+$1.64M
|
+14,044
|
+14%
|
|
|
127
|
Legacy Private Trust
Neenah,
Wisconsin
|
$13M
|
-$652K
|
-5,594
|
-5%
|
|
|
128
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.8M
|
+$4.77M
|
+40,898
|
+59%
|
|
|
129
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$12.7M
|
+$2.99M
|
+25,623
|
+31%
|
|
|
130
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$12.6M
|
+$423K
|
+3,627
|
+3%
|
|
|
131
|
IFG Advisors
St. Louis,
Missouri
|
$12.6M
|
+$2.74M
|
+23,491
|
+28%
|
|
|
132
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$12.5M
|
+$1.63M
|
+14,003
|
+15%
|
|
|
133
|
Ackerman Capital Advisors
Dallas,
Texas
|
$12.4M
|
+$11.5M
|
+98,209
|
+1,195%
|
|
|
134
|
HBC Financial Services
Seattle,
Washington
|
$12.3M
|
+$418K
|
+3,583
|
+4%
|
|
|
135
|
Liquid Strategies
Atlanta,
Georgia
|
$12.3M
|
-$19.2M
|
-164,303
|
-61%
|
|
|
136
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$12.2M
|
+$548K
|
+4,698
|
+5%
|
|
|
137
|
M&T Bank
Buffalo,
New York
|
$12.1M
|
-$2.16M
|
-18,559
|
-15%
|
|
|
138
|
Bank of Hawaii
Honolulu,
Hawaii
|
$12.1M
|
+$2.89M
|
+24,778
|
+31%
|
|
|
139
|
Whittier Trust
South Pasadena,
California
|
$12.1M
|
–
|
–
|
–
|
|
|
140
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$12M
|
+$1.03M
|
+8,862
|
+9%
|
|
|
141
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$11.9M
|
+$4.22M
|
+36,182
|
+55%
|
|
|
142
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11.7M
|
+$58.9K
|
+505
|
+0.5%
|
|
|
143
|
Prudential Financial
Newark,
New Jersey
|
$11.5M
|
+$1.59M
|
+13,646
|
+16%
|
|
|
144
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.4M
|
+$3.64M
|
+31,237
|
+47%
|
|
|
145
|
Alley Company
Lake Forest,
Illinois
|
$11.4M
|
+$727K
|
+6,237
|
+7%
|
|
|
146
|
DOHJ LLC
Seattle,
Washington
|
$11.1M
|
+$710K
|
+6,085
|
+7%
|
|
|
147
|
Bessemer Group
Woodbridge,
New Jersey
|
$10.8M
|
+$148K
|
+1,265
|
+1%
|
|
|
148
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.8M
|
+$1.45M
|
+12,393
|
+15%
|
|
|
149
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$10.7M
|
+$2.54M
|
+21,761
|
+31%
|
|
|
150
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$10.4M
|
+$10.5M
|
+90,075
|
+281,484%
|
|
