|
126
|
Fusion Family Wealth
Woodbury,
New York
|
$66.1M
|
+$531K
|
+11,611
|
+0.8%
|
|
|
127
|
Lido Advisors
Los Angeles,
California
|
$65.8M
|
-$8.55M
|
-186,926
|
-11%
|
|
|
128
|
Whittier Trust
South Pasadena,
California
|
$64.4M
|
+$3.4M
|
+74,399
|
+5%
|
|
|
129
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$64.3M
|
+$784K
|
+17,124
|
+1%
|
|
|
130
|
Allspring Global Investments
Charlotte,
North Carolina
|
$63.4M
|
-$20.6M
|
-451,158
|
-24%
|
|
|
131
|
Pure Financial Advisors
San Diego,
California
|
$63.4M
|
+$3.15M
|
+68,751
|
+5%
|
|
|
132
|
Coldstream Capital Management
Bellevue,
Washington
|
$62.9M
|
+$4.47M
|
+97,693
|
+7%
|
|
|
133
|
SignatureFD
Atlanta,
Georgia
|
$61M
|
-$12.6M
|
-275,520
|
-16%
|
|
|
134
|
BOK Financial Private Wealth
Denver,
Colorado
|
$60.9M
|
-$5.88M
|
-128,470
|
-8%
|
|
|
135
|
Brookstone Capital Management
Wheaton,
Illinois
|
$60.4M
|
+$5.77M
|
+126,192
|
+10%
|
|
|
136
|
Bricktown Capital
Detroit,
Michigan
|
$59.8M
|
-$15M
|
-328,000
|
-19%
|
|
|
137
|
Litman Gregory Wealth Management
Larkspur,
California
|
$59M
|
+$1.78M
|
+38,991
|
+3%
|
|
|
138
|
Planning Alternatives
Birmingham,
Michigan
|
$58.9M
|
-$1.01M
|
-22,031
|
-2%
|
|
|
139
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$58.5M
|
+$556K
|
+12,156
|
+0.9%
|
|
|
140
|
Evoke Wealth
Los Angeles,
California
|
$58.1M
|
+$1.29M
|
+28,152
|
+2%
|
|
|
141
|
PDS Planning
Dublin,
Ohio
|
$58M
|
+$1.88M
|
+41,167
|
+3%
|
|
|
142
|
Choreo LLC
Rockford,
Illinois
|
$57.5M
|
-$152K
|
-3,314
|
-0.3%
|
|
|
143
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$56.5M
|
+$231K
|
+5,047
|
+0.4%
|
|
|
144
|
Gilbert & Cook
West Des Moines,
Iowa
|
$56.2M
|
+$4.04M
|
+88,323
|
+7%
|
|
|
145
|
VPR Management
Houston,
Texas
|
$56M
|
–
|
–
|
–
|
|
|
146
|
Commerce Bank
Kansas City,
Missouri
|
$55.1M
|
-$640K
|
-13,976
|
-1%
|
|
|
147
|
UMB Bank
Kansas City,
Missouri
|
$54.9M
|
-$2.68M
|
-58,567
|
-4%
|
|
|
148
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$54.6M
|
–
|
–
|
–
|
|
|
149
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$54.2M
|
+$3.03M
|
+66,260
|
+6%
|
|
|
150
|
Sepio Capital
Salt Lake City,
Utah
|
$54.2M
|
+$2.48M
|
+54,284
|
+5%
|
|
