|
126
|
Roberts Wealth Advisors
Palo Alto,
California
|
$28.4M
|
+$562K
|
+2,917
|
+7%
|
|
|
127
|
Joel Isaacson & Co
New York
|
$28.4M
|
+$137K
|
+712
|
+0.5%
|
|
|
128
|
CX Institutional
Auburn,
Indiana
|
$28.3M
|
-$2.13M
|
-11,036
|
-8%
|
|
|
129
|
Scott Capital Advisors
Portland,
Oregon
|
$28.2M
|
-$1.38M
|
-7,173
|
-5%
|
|
|
130
|
Center for Financial Planning
Southfied,
Michigan
|
$28.1M
|
+$3.53M
|
+18,320
|
+16%
|
|
|
131
|
Regions Financial Corp
Birmingham,
Alabama
|
$28.1M
|
+$903K
|
+4,685
|
+4%
|
|
|
132
|
Whelan Financial
Fresno,
California
|
$28.1M
|
+$450K
|
+2,335
|
+2%
|
|
|
133
|
PrairieView Partners
St. Paul,
Minnesota
|
$28.1M
|
-$173K
|
-897
|
-0.7%
|
|
|
134
|
SP Asset Management
Cupertino,
California
|
$28.1M
|
+$785K
|
+4,075
|
+3%
|
|
|
135
|
Hill Island Financial
Grand Rapids,
Michigan
|
$27.5M
|
+$1.44M
|
+7,483
|
+6%
|
|
|
136
|
Atria Wealth Solutions
New York
|
$27.4M
|
+$2.01M
|
+10,407
|
+9%
|
|
|
137
|
SoFi Wealth
San Francisco,
California
|
$27.1M
|
+$1.08M
|
+5,623
|
+5%
|
|
|
138
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$26.8M
|
+$2.51M
|
+13,040
|
+12%
|
|
|
139
|
Rockefeller Capital Management
New York
|
$26.4M
|
+$2.78M
|
+14,438
|
+13%
|
|
|
140
|
Randolph Company
Cincinnati,
Ohio
|
$25.7M
|
+$30.8K
|
+160
|
+0.1%
|
|
|
141
|
Bank of Hawaii
Honolulu,
Hawaii
|
$25.3M
|
-$848K
|
-4,401
|
-4%
|
|
|
142
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$24.9M
|
+$6.19M
|
+32,123
|
+31%
|
|
|
143
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$24.7M
|
-$839K
|
-4,353
|
-4%
|
|
|
144
|
|
$24.6M
|
+$639K
|
+3,319
|
+3%
|
|
|
145
|
United Capital Financial Advisors
Irving,
Texas
|
$24.5M
|
-$4.94M
|
-25,651
|
-18%
|
|
|
146
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$24.4M
|
+$124K
|
+646
|
+0.6%
|
|
|
147
|
Brown Advisory
Baltimore,
Maryland
|
$24.3M
|
+$555K
|
+2,878
|
+3%
|
|
|
148
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$24.1M
|
+$731K
|
+3,796
|
+3%
|
|
|
149
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$23.9M
|
+$2.23M
|
+11,579
|
+11%
|
|
|
150
|
Estate Counselors
Thiensville,
Wisconsin
|
$23.9M
|
+$5.61M
|
+29,125
|
+35%
|
|
