|
151
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$18.3M
|
+$89.2K
|
+1,406
|
+0.5%
|
|
|
152
|
Community Bank
Dewitt,
New York
|
$18M
|
-$27.6K
|
-435
|
-0.2%
|
|
|
153
|
Credit Suisse
Zurich,
Switzerland
|
$17.9M
|
–
|
–
|
–
|
|
|
154
|
Summit Wealth Partners
Orlando,
Florida
|
$17.6M
|
-$182K
|
-2,864
|
-1%
|
|
|
155
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$17.6M
|
+$1.33M
|
+21,007
|
+8%
|
|
|
156
|
TLWM Financial
San Antonio,
Texas
|
$17.4M
|
+$1.21M
|
+19,140
|
+7%
|
|
|
157
|
Raymond James Trust
St. Petersburg,
Florida
|
$17.4M
|
+$636K
|
+10,028
|
+4%
|
|
|
158
|
Simon Quick Advisors
Morristown,
New Jersey
|
$17.1M
|
-$159K
|
-2,501
|
-0.9%
|
|
|
159
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$17M
|
-$414K
|
-6,531
|
-2%
|
|
|
160
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$16.8M
|
-$1.56M
|
-24,568
|
-9%
|
|
|
161
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$16.8M
|
+$42.5K
|
+669
|
+0.3%
|
|
|
162
|
Magnus Financial Group
New York
|
$16.6M
|
+$464K
|
+7,308
|
+3%
|
|
|
163
|
Creative Planning
Overland Park,
Kansas
|
$16.3M
|
+$14.5M
|
+228,617
|
+854%
|
|
|
164
|
55I LLC
Boston,
Massachusetts
|
$16.1M
|
+$9.6M
|
+151,286
|
+150%
|
|
|
165
|
High Falls Advisors
Rochester,
New York
|
$16M
|
-$8.67M
|
-136,690
|
-35%
|
|
|
166
|
Smith, Moore & Co
Clayton,
Missouri
|
$16M
|
-$4.97M
|
-78,266
|
-24%
|
|
|
167
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$15.8M
|
+$15.3M
|
+240,655
|
+3,526%
|
|
|
168
|
CX Institutional
Auburn,
Indiana
|
$15.7M
|
-$12.5M
|
-197,100
|
-45%
|
|
|
169
|
IHT Wealth Management
Chicago,
Illinois
|
$15.3M
|
+$2.42M
|
+38,135
|
+19%
|
|
|
170
|
Montecito Bank & Trust
Santa Barbara,
California
|
$15.2M
|
-$386K
|
-6,079
|
-2%
|
|
|
171
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$15.1M
|
-$9.28M
|
-146,190
|
-38%
|
|
|
172
|
Rain Capital Management
Lake Oswego,
Oregon
|
$14.9M
|
-$322K
|
-5,075
|
-2%
|
|
|
173
|
Atria Investments
Charlotte,
North Carolina
|
$14.8M
|
+$981K
|
+15,466
|
+7%
|
|
|
174
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$14.8M
|
+$328K
|
+5,172
|
+2%
|
|
|
175
|
Smart Money Group
Eastland,
Texas
|
$14.7M
|
+$169K
|
+2,671
|
+1%
|
|
