|
151
|
Whittier Trust
South Pasadena,
California
|
$3.15M
|
+$641K
|
+8,070
|
+27%
|
|
|
152
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$3.12M
|
+$46.2K
|
+582
|
+2%
|
|
|
153
|
Retirement Capital Strategies
San Jose,
California
|
$3.11M
|
+$2.99M
|
+37,686
|
New
|
|
|
154
|
Tompkins Financial
Ithaca,
New York
|
$3.1M
|
–
|
–
|
–
|
|
|
155
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.07M
|
+$729K
|
+9,184
|
+33%
|
|
|
156
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.98M
|
+$1M
|
+12,660
|
+54%
|
|
|
157
|
Natixis Advisors
Boston,
Massachusetts
|
$2.96M
|
+$2.84M
|
+35,841
|
New
|
|
|
158
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$2.91M
|
+$2.8M
|
+35,240
|
New
|
|
|
159
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.89M
|
+$182K
|
+2,298
|
+7%
|
|
|
160
|
Tucker Asset Management
Littleton,
Colorado
|
$2.89M
|
-$51.4K
|
-648
|
-2%
|
|
|
161
|
UMB Bank
Kansas City,
Missouri
|
$2.88M
|
–
|
–
|
–
|
|
|
162
|
1900 Wealth Management
San Antonio,
Texas
|
$2.76M
|
+$6.35K
|
+80
|
+0.2%
|
|
|
163
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.75M
|
-$424K
|
-5,344
|
-14%
|
|
|
164
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$2.74M
|
–
|
–
|
–
|
|
|
165
|
HB Wealth Management
Atlanta,
Georgia
|
$2.66M
|
+$1.84M
|
+23,193
|
+258%
|
|
|
166
|
Triton Wealth Management
Sun City,
Arizona
|
$2.62M
|
+$1.06M
|
+13,332
|
+72%
|
|
|
167
|
Sierra Capital
Miami,
Florida
|
$2.6M
|
-$42.8K
|
-539
|
-2%
|
|
|
168
|
Farther Finance Advisors
San Francisco,
California
|
$2.59M
|
-$61.8K
|
-778
|
-2%
|
|
|
169
|
Significant Wealth Partners
Cary,
Illinois
|
$2.57M
|
+$303K
|
+3,820
|
+14%
|
|
|
170
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.54M
|
-$21K
|
-264
|
-0.8%
|
|
|
171
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.53M
|
-$47.8K
|
-602
|
-2%
|
|
|
172
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2.52M
|
-$541K
|
-6,810
|
-18%
|
|
|
173
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.52M
|
+$1.27M
|
+16,009
|
+111%
|
|
|
174
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.42M
|
-$19.3K
|
-243
|
-0.8%
|
|
|
175
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$2.37M
|
-$95.3K
|
-1,201
|
-4%
|
|
