|
126
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$3.65M
|
+$203K
|
+1,884
|
+6%
|
|
|
127
|
WealthSource Partners
San Luis Obispo,
California
|
$3.56M
|
+$1.17M
|
+10,882
|
+49%
|
|
|
128
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$3.53M
|
-$135K
|
-1,252
|
-4%
|
|
|
129
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.5M
|
+$793K
|
+7,360
|
+29%
|
|
|
130
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.43M
|
-$1.2M
|
-11,124
|
-26%
|
|
|
131
|
Atria Investments
Charlotte,
North Carolina
|
$3.42M
|
-$449K
|
-4,167
|
-12%
|
|
|
132
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.4M
|
+$97.6K
|
+905
|
+3%
|
|
|
133
|
Equitable Holdings
New York
|
$3.34M
|
–
|
–
|
–
|
|
|
134
|
Slow Capital
Greenbrae,
California
|
$3.26M
|
-$8.52K
|
-79
|
-0.3%
|
|
|
135
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.24M
|
+$354K
|
+3,287
|
+12%
|
|
|
136
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.22M
|
+$86.4K
|
+801
|
+3%
|
|
|
137
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$3.1M
|
-$7.22K
|
-67
|
-0.2%
|
|
|
138
|
Navis Wealth Advisors
Rye Brook,
New York
|
$3.03M
|
+$6.47K
|
+60
|
+0.2%
|
|
|
139
|
Private Portfolio Partners
Paramus,
New Jersey
|
$2.88M
|
-$96.6K
|
-896
|
-3%
|
|
|
140
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.81M
|
+$132K
|
+1,225
|
+5%
|
|
|
141
|
United Capital Financial Advisors
Irving,
Texas
|
$2.79M
|
+$82.4K
|
+764
|
+3%
|
|
|
142
|
Mattern Wealth Management
Lawrence,
Kansas
|
$2.76M
|
-$1.52M
|
-14,113
|
-36%
|
|
|
143
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.75M
|
+$38.2K
|
+354
|
+1%
|
|
|
144
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$2.73M
|
-$890K
|
-8,251
|
-25%
|
|
|
145
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.68M
|
+$225K
|
+2,084
|
+9%
|
|
|
146
|
Bull Street Advisors
Savannah,
Georgia
|
$2.65M
|
+$281K
|
+2,605
|
+12%
|
|
|
147
|
IFP Advisors
Tampa,
Florida
|
$2.63M
|
+$343K
|
+3,179
|
+15%
|
|
|
148
|
FLC Capital Advisors
Palm Desert,
California
|
$2.61M
|
+$1.97M
|
+18,254
|
+306%
|
|
|
149
|
William Blair & Company
Chicago,
Illinois
|
$2.56M
|
+$375K
|
+3,480
|
+17%
|
|
|
150
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$2.53M
|
-$408K
|
-3,780
|
-14%
|
|
