|
151
|
Aspiriant LLC
Los Angeles,
California
|
$3.48M
|
+$4.52K
|
+71
|
+0.1%
|
|
|
152
|
SEI Investments
Oaks,
Pennsylvania
|
$3.37M
|
+$1.65M
|
+25,977
|
+88%
|
|
|
153
|
Oak Root LLC
Santa Barbara,
California
|
$3.34M
|
+$3.5M
|
+55,010
|
New
|
|
|
154
|
Total Wealth Planning
Cincinnati,
Ohio
|
$3.27M
|
-$44.8K
|
-705
|
-1%
|
|
|
155
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3.2M
|
+$85.9K
|
+1,351
|
+3%
|
|
|
156
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.2M
|
-$7.32K
|
-115
|
-0.2%
|
|
|
157
|
Auto-Owners Insurance
Lansing,
Michigan
|
$3.18M
|
–
|
–
|
–
|
|
|
158
|
World Investment Advisors
Santa Barbara,
California
|
$3.15M
|
-$144K
|
-2,259
|
-4%
|
|
|
159
|
Allspring Global Investments
Charlotte,
North Carolina
|
$3.08M
|
-$927K
|
-14,574
|
-22%
|
|
|
160
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$3.02M
|
+$3.16M
|
+49,713
|
New
|
|
|
161
|
NBT Bank
Norwich,
New York
|
$2.97M
|
-$54.7K
|
-860
|
-2%
|
|
|
162
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.97M
|
-$77.9K
|
-1,225
|
-2%
|
|
|
163
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.96M
|
+$308K
|
+4,843
|
+11%
|
|
|
164
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.95M
|
+$53.4K
|
+840
|
+2%
|
|
|
165
|
Partners in Financial Planning
Salem,
Virginia
|
$2.93M
|
+$47.1K
|
+740
|
+2%
|
|
|
166
|
Acropolis Investment Management
St. Louis,
Missouri
|
$2.9M
|
-$130K
|
-2,038
|
-4%
|
|
|
167
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$2.89M
|
+$3.03M
|
+47,631
|
New
|
|
|
168
|
Oppenheimer Asset Management
New York
|
$2.84M
|
+$335K
|
+5,266
|
+13%
|
|
|
169
|
Narus Financial Partners
Salt Lake City,
Utah
|
$2.82M
|
-$32.7K
|
-514
|
-1%
|
|
|
170
|
Martin & Co
Knoxville,
Tennessee
|
$2.74M
|
-$100K
|
-1,574
|
-3%
|
|
|
171
|
Mercer Global Advisors
Denver,
Colorado
|
$2.71M
|
-$365K
|
-5,735
|
-11%
|
|
|
172
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.7M
|
+$51.5K
|
+809
|
+2%
|
|
|
173
|
Richard W. Paul & Associates
Novi,
Michigan
|
$2.67M
|
+$72.3K
|
+1,136
|
+3%
|
|
|
174
|
Coyle Financial Counsel
Glenview,
Illinois
|
$2.65M
|
-$109K
|
-1,716
|
-4%
|
|
|
175
|
Creekside Partners
Petaluma,
California
|
$2.6M
|
+$34.2K
|
+538
|
+1%
|
|
