|
101
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$11.2M
|
-$141K
|
-945
|
-1%
|
|
|
102
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$10.6M
|
+$46.5K
|
+312
|
+0.4%
|
|
|
103
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$10.5M
|
-$299K
|
-2,010
|
-3%
|
|
|
104
|
CX Institutional
Auburn,
Indiana
|
$10.5M
|
-$136K
|
-913
|
-1%
|
|
|
105
|
NFP Retirement Inc
Aliso Viejo,
California
|
$10.4M
|
+$1.32M
|
+8,867
|
+14%
|
|
|
106
|
VisionPoint Advisory Group
Dallas,
Texas
|
$10.4M
|
+$6.32M
|
+42,410
|
+146%
|
|
|
107
|
Corient Private Wealth
Miami,
Florida
|
$10.4M
|
-$3.8M
|
-25,503
|
-26%
|
|
|
108
|
Brown Advisory
Baltimore,
Maryland
|
$10.3M
|
+$454K
|
+3,046
|
+4%
|
|
|
109
|
Destiny Wealth Partners
Tavares,
Florida
|
$10.1M
|
-$31K
|
-208
|
-0.3%
|
|
|
110
|
Confluence Investment Management
St. Louis,
Missouri
|
$10M
|
-$94.2K
|
-632
|
-0.9%
|
|
|
111
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$9.59M
|
-$53.9K
|
-362
|
-0.5%
|
|
|
112
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$9.52M
|
+$614K
|
+4,120
|
+7%
|
|
|
113
|
AllianceBernstein
Nashville,
Tennessee
|
$9.5M
|
+$475K
|
+3,190
|
+5%
|
|
|
114
|
Oppenheimer & Co
New York
|
$9.46M
|
+$309K
|
+2,077
|
+3%
|
|
|
115
|
Precedent Wealth Partners
Houston,
Texas
|
$9.28M
|
-$1.21M
|
-8,150
|
-11%
|
|
|
116
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.04M
|
-$2.35M
|
-15,745
|
-20%
|
|
|
117
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$8.92M
|
-$80.6K
|
-541
|
-0.9%
|
|
|
118
|
Americana Partners
Houston,
Texas
|
$8.85M
|
-$4.23M
|
-28,398
|
-32%
|
|
|
119
|
Simmons Bank
Pine Bluff,
Arkansas
|
$8.62M
|
-$32.9K
|
-221
|
-0.4%
|
|
|
120
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.53M
|
-$1.56M
|
-10,496
|
-15%
|
|
|
121
|
Meridian Wealth Advisors
Austin,
Texas
|
$8.49M
|
+$1.22M
|
+8,208
|
+16%
|
|
|
122
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$8.41M
|
-$429K
|
-2,877
|
-5%
|
|
|
123
|
MONECO Advisors
Fairfield,
Connecticut
|
$8.36M
|
-$220K
|
-1,476
|
-3%
|
|
|
124
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$8.06M
|
-$590K
|
-3,959
|
-7%
|
|
|
125
|
Capital Performance Advisors
Walnut Creek,
California
|
$8.05M
|
-$4.02K
|
-27
|
-0%
|
|
