|
126
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$9.75M
|
+$505K
|
+17,344
|
+6%
|
|
|
127
|
Lee Financial
Dallas,
Texas
|
$9.73M
|
-$63.3K
|
-2,175
|
-0.7%
|
|
|
128
|
HB Wealth Management
Atlanta,
Georgia
|
$9.67M
|
+$9.34K
|
+321
|
+0.1%
|
|
|
129
|
AQR Capital Management
Greenwich,
Connecticut
|
$9.63M
|
+$490K
|
+16,839
|
+5%
|
|
|
130
|
Charles Schwab
San Francisco,
California
|
$9.61M
|
+$6.92M
|
+237,584
|
+275%
|
|
|
131
|
Gradient Capital Advisors
San Diego,
California
|
$9.53M
|
-$236K
|
-8,099
|
-2%
|
|
|
132
|
Lido Advisors
Los Angeles,
California
|
$9.48M
|
+$8.52M
|
+292,707
|
+1,087%
|
|
|
133
|
Allworth Financial
Folsom,
California
|
$9.45M
|
-$204K
|
-7,001
|
-2%
|
|
|
134
|
Truist Financial
Charlotte,
North Carolina
|
$9.45M
|
+$118K
|
+4,063
|
+1%
|
|
|
135
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$9.1M
|
+$303K
|
+10,407
|
+4%
|
|
|
136
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$9.03M
|
+$63.4K
|
+2,178
|
+0.7%
|
|
|
137
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$9M
|
-$229K
|
-7,871
|
-3%
|
|
|
138
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$8.79M
|
-$1.34M
|
-45,985
|
-13%
|
|
|
139
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$8.74M
|
+$42.5K
|
+1,459
|
+0.5%
|
|
|
140
|
Trust Point Inc
La Crosse,
Wisconsin
|
$8.53M
|
-$162K
|
-5,581
|
-2%
|
|
|
141
|
Whittier Trust
South Pasadena,
California
|
$8.49M
|
+$324K
|
+11,114
|
+4%
|
|
|
142
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$8.44M
|
+$232K
|
+7,967
|
+3%
|
|
|
143
|
Ausdal Financial Partners
Davenport,
Iowa
|
$8.37M
|
+$89.5K
|
+3,073
|
+1%
|
|
|
144
|
Black Diamond Financial
Towson,
Maryland
|
$8.21M
|
+$243K
|
+8,357
|
+3%
|
|
|
145
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$8.06M
|
-$134K
|
-4,612
|
-2%
|
|
|
146
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$7.87M
|
-$208K
|
-7,162
|
-3%
|
|
|
147
|
Schaeffer Financial
Rockville,
Maryland
|
$7.79M
|
+$575K
|
+19,765
|
+8%
|
|
|
148
|
Sunbelt Securities
Houston,
Texas
|
$7.78M
|
+$453K
|
+15,555
|
+6%
|
|
|
149
|
Cary Street Partners
Richmond,
Virginia
|
$7.61M
|
-$280K
|
-9,615
|
-4%
|
|
|
150
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$7.58M
|
+$97.1K
|
+3,335
|
+1%
|
|
