|
126
|
Intrust Bank
Wichita,
Kansas
|
$15M
|
-$150K
|
-1,857
|
-1%
|
|
|
127
|
Armbruster Capital Management
Pittsford,
New York
|
$14.6M
|
-$130K
|
-1,615
|
-0.9%
|
|
|
128
|
Rockefeller Capital Management
New York
|
$14.5M
|
+$671K
|
+8,322
|
+5%
|
|
|
129
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$14.4M
|
+$134K
|
+1,666
|
+1%
|
|
|
130
|
Manning & Napier Group
Fairport,
New York
|
$13.7M
|
–
|
–
|
–
|
|
|
131
|
United Capital Financial Advisors
Irving,
Texas
|
$13.6M
|
-$7.14M
|
-88,493
|
-35%
|
|
|
132
|
AE Wealth Management
Topeka,
Kansas
|
$13.4M
|
-$53.2M
|
-659,887
|
-80%
|
|
|
133
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$13.4M
|
+$7.37M
|
+91,325
|
+134%
|
|
|
134
|
Ocean Park Asset Management
Santa Monica,
California
|
$13.1M
|
-$2.6M
|
-32,200
|
-17%
|
|
|
135
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$13M
|
+$216K
|
+2,676
|
+2%
|
|
|
136
|
Cresset Asset Management
Chicago,
Illinois
|
$12.9M
|
+$1.98M
|
+24,584
|
+19%
|
|
|
137
|
Summit Global Investments
Bountiful,
Utah
|
$12.8M
|
+$5.62M
|
+69,646
|
+84%
|
|
|
138
|
White Pine Investment Company
Livonia,
Michigan
|
$12.8M
|
+$44K
|
+545
|
+0.4%
|
|
|
139
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.8M
|
+$1.59M
|
+19,675
|
+15%
|
|
|
140
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$12.8M
|
+$668K
|
+8,273
|
+6%
|
|
|
141
|
Darrow Company
Needham,
Massachusetts
|
$12.4M
|
-$592K
|
-7,336
|
-5%
|
|
|
142
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.4M
|
-$933K
|
-11,568
|
-7%
|
|
|
143
|
Lido Advisors
Los Angeles,
California
|
$12.3M
|
-$1.73M
|
-21,425
|
-13%
|
|
|
144
|
Axxcess Wealth Management
Carlsbad,
California
|
$12.1M
|
-$529K
|
-6,557
|
-4%
|
|
|
145
|
Clearstead Advisors
Cleveland,
Ohio
|
$12.1M
|
-$346K
|
-4,290
|
-3%
|
|
|
146
|
Custos Family Office
Austin,
Texas
|
$12.1M
|
+$98.7K
|
+1,223
|
+0.9%
|
|
|
147
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$12M
|
-$163K
|
-2,025
|
-1%
|
|
|
148
|
Legacy Financial Advisors
Covington,
Kentucky
|
$12M
|
-$35.6M
|
-440,661
|
-75%
|
|
|
149
|
Principal Securities
Des Moines,
Iowa
|
$12M
|
+$825K
|
+10,229
|
+8%
|
|
|
150
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
$11.9M
|
-$3.02M
|
-37,420
|
-21%
|
|
