|
101
|
Paragon Financial Partners
Woodland Hills,
California
|
$7.87M
|
+$487K
|
+1,853
|
+7%
|
|
|
102
|
|
$7.83M
|
+$29.9K
|
+114
|
+0.4%
|
|
|
103
|
Callan Capital
La Jolla,
California
|
$7.75M
|
-$202K
|
-769
|
-3%
|
|
|
104
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$7.46M
|
+$41.2K
|
+157
|
+0.6%
|
|
|
105
|
Bailard
Foster City,
California
|
$7.44M
|
-$558K
|
-2,125
|
-7%
|
|
|
106
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$7.44M
|
+$36.3K
|
+138
|
+0.5%
|
|
|
107
|
Circle Wealth Management
Summit,
New Jersey
|
$7.41M
|
-$266K
|
-1,013
|
-4%
|
|
|
108
|
Sharper & Granite
El Segundo,
California
|
$7.34M
|
+$81.7K
|
+311
|
+1%
|
|
|
109
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$7.26M
|
-$833K
|
-3,171
|
-11%
|
|
|
110
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$7.17M
|
-$7.09K
|
-27
|
-0.1%
|
|
|
111
|
SP Asset Management
Cupertino,
California
|
$7.14M
|
-$52.5K
|
-200
|
-0.8%
|
|
|
112
|
Park National Corp
Newark,
Ohio
|
$7.09M
|
-$229K
|
-872
|
-3%
|
|
|
113
|
Axiom Financial Strategies
New Albany,
Indiana
|
$7.08M
|
-$331K
|
-1,261
|
-5%
|
|
|
114
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$7.02M
|
-$14.7K
|
-56
|
-0.2%
|
|
|
115
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$6.99M
|
+$380K
|
+1,448
|
+6%
|
|
|
116
|
EP Wealth Advisors
Torrance,
California
|
$6.92M
|
+$478K
|
+1,819
|
+8%
|
|
|
117
|
Goepper Burkhardt
Greenville,
South Carolina
|
$6.79M
|
-$709K
|
-2,698
|
-9%
|
|
|
118
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.7M
|
+$162K
|
+615
|
+3%
|
|
|
119
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.69M
|
-$378K
|
-1,438
|
-5%
|
|
|
120
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.63M
|
+$365K
|
+1,391
|
+6%
|
|
|
121
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.63M
|
+$365K
|
+1,391
|
+6%
|
|
|
122
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$6.58M
|
-$44.9K
|
-171
|
-0.7%
|
|
|
123
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$6.42M
|
+$26.8K
|
+102
|
+0.4%
|
|
|
124
|
Beta Wealth Group
San Diego,
California
|
$6.42M
|
+$3.84M
|
+14,604
|
+160%
|
|
|
125
|
Northern Trust
Chicago,
Illinois
|
$6.3M
|
-$196K
|
-747
|
-3%
|
|
