|
151
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.57M
|
-$268K
|
-3,301
|
-5%
|
|
|
152
|
Goldstein Advisors
Madison,
Wisconsin
|
$4.42M
|
-$116K
|
-1,424
|
-2%
|
|
|
153
|
Cooke Wealth Management
Irvine,
California
|
$4.31M
|
-$15K
|
-184
|
-0.3%
|
|
|
154
|
Auto-Owners Insurance
Lansing,
Michigan
|
$4.1M
|
–
|
–
|
–
|
|
|
155
|
Hancock Whitney
Gulfport,
Mississippi
|
$4.07M
|
-$296K
|
-3,637
|
-7%
|
|
|
156
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$3.99M
|
+$447K
|
+5,495
|
+12%
|
|
|
157
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$3.94M
|
-$3.41M
|
-41,934
|
-45%
|
|
|
158
|
NBT Bank
Norwich,
New York
|
$3.93M
|
-$6.02K
|
-74
|
-0.1%
|
|
|
159
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$3.93M
|
+$42.2K
|
+519
|
+1%
|
|
|
160
|
World Investment Advisors
Santa Barbara,
California
|
$3.93M
|
-$413K
|
-5,075
|
-9%
|
|
|
161
|
Partners in Financial Planning
Salem,
Virginia
|
$3.91M
|
-$43.7K
|
-537
|
-1%
|
|
|
162
|
Martin & Co
Knoxville,
Tennessee
|
$3.89M
|
+$178K
|
+2,194
|
+5%
|
|
|
163
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$3.77M
|
+$1.3K
|
+16
|
+0%
|
|
|
164
|
SEI Investments
Oaks,
Pennsylvania
|
$3.75M
|
-$2.05M
|
-25,197
|
-34%
|
|
|
165
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$3.65M
|
+$121K
|
+1,485
|
+3%
|
|
|
166
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$3.65M
|
-$65.3K
|
-803
|
-2%
|
|
|
167
|
Richard W. Paul & Associates
Novi,
Michigan
|
$3.64M
|
-$42.8K
|
-527
|
-1%
|
|
|
168
|
IFP Advisors
Tampa,
Florida
|
$3.63M
|
+$43.7K
|
+537
|
+1%
|
|
|
169
|
Aspiriant LLC
Los Angeles,
California
|
$3.62M
|
-$548K
|
-6,738
|
-13%
|
|
|
170
|
rebel Financial
Groveport,
Ohio
|
$3.54M
|
-$155K
|
-1,910
|
-4%
|
|
|
171
|
Narus Financial Partners
Salt Lake City,
Utah
|
$3.41M
|
+$66.3K
|
+815
|
+2%
|
|
|
172
|
Summit Trail Advisors
New York
|
$3.41M
|
–
|
–
|
–
|
|
|
173
|
Creekside Partners
Petaluma,
California
|
$3.33M
|
-$87.7K
|
-1,079
|
-2%
|
|
|
174
|
Pinnacle Associates
New York
|
$3.29M
|
-$397K
|
-4,879
|
-10%
|
|
|
175
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$3.29M
|
+$2.63M
|
+32,356
|
+336%
|
|
