|
126
|
Whittier Trust
South Pasadena,
California
|
$2.17M
|
+$458K
|
+15,109
|
+27%
|
|
|
127
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$2.17M
|
+$455
|
+15
|
+0%
|
|
|
128
|
Foresight Wealth Management
Draper,
Utah
|
$2.13M
|
+$2.12M
|
+69,892
|
New
|
|
|
129
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.02M
|
+$118K
|
+3,894
|
+6%
|
|
|
130
|
Litman Gregory Wealth Management
Larkspur,
California
|
$2.01M
|
+$209K
|
+6,897
|
+12%
|
|
|
131
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$1.92M
|
+$38.1K
|
+1,257
|
+2%
|
|
|
132
|
Eukles Asset Management
Cincinnati,
Ohio
|
$1.89M
|
+$65K
|
+2,143
|
+4%
|
|
|
133
|
Wealthquest
Cincinnati,
Ohio
|
$1.89M
|
-$367K
|
-12,080
|
-16%
|
|
|
134
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.88M
|
+$1.87M
|
+61,797
|
New
|
|
|
135
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$1.79M
|
–
|
–
|
–
|
|
|
136
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$1.76M
|
-$30
|
-1
|
-0%
|
|
|
137
|
Lucia Wealth Services
San Diego,
California
|
$1.73M
|
+$198K
|
+6,536
|
+13%
|
|
|
138
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$1.73M
|
+$4.55K
|
+150
|
+0.3%
|
|
|
139
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.69M
|
-$2.25M
|
-74,162
|
-57%
|
|
|
140
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.67M
|
-$12.1K
|
-400
|
-0.7%
|
|
|
141
|
Naples Global Advisors
Naples,
Florida
|
$1.66M
|
-$22.8K
|
-750
|
-1%
|
|
|
142
|
Cetera Advisors
Denver,
Colorado
|
$1.63M
|
+$439K
|
+14,466
|
+37%
|
|
|
143
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.62M
|
+$414K
|
+13,658
|
+35%
|
|
|
144
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.61M
|
+$232K
|
+7,638
|
+17%
|
|
|
145
|
Frontier Investment Management
Dallas,
Texas
|
$1.6M
|
+$27.3K
|
+900
|
+2%
|
|
|
146
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$1.59M
|
+$1.58M
|
+51,946
|
New
|
|
|
147
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.55M
|
+$484K
|
+15,961
|
+46%
|
|
|
148
|
Money Design
Tokyo,
Japan
|
$1.53M
|
+$1.52M
|
+50,111
|
New
|
|
|
149
|
BKS Advisors
Southfield,
Michigan
|
$1.51M
|
+$658K
|
+21,699
|
+78%
|
|
|
150
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.5M
|
-$26.9K
|
-887
|
-2%
|
|
