|
101
|
Fidelity Investments
Boston,
Massachusetts
|
$7.33M
|
-$360K
|
-1,475
|
-5%
|
|
|
102
|
|
$7.24M
|
+$3.15M
|
+12,926
|
+72%
|
|
|
103
|
|
$7.23M
|
-$882K
|
-3,619
|
-11%
|
|
|
104
|
Praetorian Wealth Management
Carmel,
California
|
$7.13M
|
-$84.1K
|
-345
|
-1%
|
|
|
105
|
Ballast Inc
Lexington,
Kentucky
|
$6.92M
|
+$1.62M
|
+6,657
|
+29%
|
|
|
106
|
Bailard
Foster City,
California
|
$6.92M
|
-$410K
|
-1,683
|
-5%
|
|
|
107
|
CVA Family Office
Denver,
Colorado
|
$6.85M
|
+$151K
|
+618
|
+2%
|
|
|
108
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.8M
|
+$329K
|
+1,351
|
+5%
|
|
|
109
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.8M
|
+$329K
|
+1,351
|
+5%
|
|
|
110
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$6.76M
|
-$140K
|
-576
|
-2%
|
|
|
111
|
Park National Corp
Newark,
Ohio
|
$6.55M
|
-$281K
|
-1,152
|
-4%
|
|
|
112
|
Paragon Financial Partners
Woodland Hills,
California
|
$6.45M
|
+$80.4K
|
+330
|
+1%
|
|
|
113
|
Circle Wealth Management
Summit,
New Jersey
|
$6.45M
|
+$29.3K
|
+120
|
+0.4%
|
|
|
114
|
Axiom Financial Strategies
New Albany,
Indiana
|
$6.44M
|
-$1.14M
|
-4,686
|
-15%
|
|
|
115
|
TAP Consulting
Kirkwood,
Missouri
|
$6.33M
|
+$1.34M
|
+5,480
|
+26%
|
|
|
116
|
Mercer Global Advisors
Denver,
Colorado
|
$6.18M
|
-$6.58K
|
-27
|
-0.1%
|
|
|
117
|
Sharper & Granite
El Segundo,
California
|
$6.17M
|
-$94.6K
|
-388
|
-1%
|
|
|
118
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$6.05M
|
+$13.9K
|
+57
|
+0.2%
|
|
|
119
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$5.97M
|
-$121K
|
-495
|
-2%
|
|
|
120
|
Atria Investments
Charlotte,
North Carolina
|
$5.93M
|
+$6.15M
|
+25,227
|
New
|
|
|
121
|
Sage Rhino Capital
Menlo Park,
California
|
$5.93M
|
-$454K
|
-1,863
|
-7%
|
|
|
122
|
Brown Advisory
Baltimore,
Maryland
|
$5.92M
|
+$32.9K
|
+135
|
+0.5%
|
|
|
123
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$5.9M
|
+$6.12M
|
+25,108
|
New
|
|
|
124
|
Banco Santander
Madrid,
Spain
|
$5.82M
|
-$2.99M
|
-12,253
|
-33%
|
|
|
125
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$5.75M
|
-$140K
|
-576
|
-2%
|
|
