|
126
|
Bailard
Foster City,
California
|
$950K
|
+$40.3K
|
+687
|
+4%
|
|
|
127
|
Prosperity Planning
Kansas City,
Missouri
|
$934K
|
+$34.7K
|
+592
|
+4%
|
|
|
128
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$931K
|
+$151K
|
+2,568
|
+18%
|
|
|
129
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$924K
|
-$24.1K
|
-411
|
-2%
|
|
|
130
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$895K
|
-$147K
|
-2,500
|
-14%
|
|
|
131
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$890K
|
+$26.4K
|
+450
|
+3%
|
|
|
132
|
Hancock Whitney
Gulfport,
Mississippi
|
$881K
|
-$1.7M
|
-28,897
|
-65%
|
|
|
133
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$857K
|
-$24.3K
|
-414
|
-3%
|
|
|
134
|
Pathstone Family Office
Englewood,
New Jersey
|
$841K
|
-$88K
|
-1,500
|
-9%
|
|
|
135
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$834K
|
+$869K
|
+14,815
|
New
|
|
|
136
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$830K
|
+$440K
|
+7,500
|
+104%
|
|
|
137
|
Advisory Services Network
Atlanta,
Georgia
|
$807K
|
-$763
|
-13
|
-0.1%
|
|
|
138
|
|
$806K
|
+$840K
|
+14,315
|
New
|
|
|
139
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$780K
|
+$52.8K
|
+900
|
+7%
|
|
|
140
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$779K
|
-$21.5K
|
-366
|
-3%
|
|
|
141
|
SVB Wealth
Boston,
Massachusetts
|
$779K
|
-$14.7K
|
-250
|
-2%
|
|
|
142
|
Regal Investment Advisors
Kentwood,
Michigan
|
$751K
|
+$53.7K
|
+915
|
+7%
|
|
|
143
|
Guggenheim Capital
Chicago,
Illinois
|
$748K
|
+$27.9K
|
+475
|
+4%
|
|
|
144
|
Innealta Capital
Austin,
Texas
|
$742K
|
+$266K
|
+4,526
|
+52%
|
|
|
145
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$727K
|
–
|
–
|
–
|
|
|
146
|
One Capital Management
Westlake Village,
California
|
$718K
|
-$4.05K
|
-69
|
-0.5%
|
|
|
147
|
Franklin Resources
San Mateo,
California
|
$718K
|
–
|
–
|
–
|
|
|
148
|
Raymond James & Associates
St Petersburg,
Florida
|
$714K
|
-$538K
|
-9,161
|
-42%
|
|
|
149
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$711K
|
–
|
–
|
–
|
|
|
150
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$704K
|
–
|
–
|
–
|
|
