|
151
|
Sivia Capital Partners
Mill Valley,
California
|
$8.65M
|
+$1.78M
|
+14,804
|
+25%
|
|
|
152
|
Seven Post Investment Office
San Francisco,
California
|
$8.37M
|
+$18.8K
|
+157
|
+0.2%
|
|
|
153
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$8.22M
|
-$303K
|
-2,525
|
-3%
|
|
|
154
|
Fidelity Investments
Boston,
Massachusetts
|
$8.21M
|
+$451K
|
+3,758
|
+6%
|
|
|
155
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$8.06M
|
+$631K
|
+5,256
|
+8%
|
|
|
156
|
Jennison Associates
New York
|
$8.02M
|
+$7.72M
|
+64,356
|
+1,663%
|
|
|
157
|
Financial Symmetry
Raleigh,
North Carolina
|
$8M
|
-$54K
|
-450
|
-0.7%
|
|
|
158
|
GeoWealth Management
Chicago,
Illinois
|
$7.99M
|
+$55.9K
|
+466
|
+0.7%
|
|
|
159
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.85M
|
-$181K
|
-1,510
|
-2%
|
|
|
160
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.73M
|
-$1.7M
|
-14,142
|
-18%
|
|
|
161
|
|
$7.63M
|
+$7.8M
|
+64,941
|
New
|
|
|
162
|
Sequoia Financial Advisors
Akron,
Ohio
|
$7.33M
|
+$438K
|
+3,648
|
+6%
|
|
|
163
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$7.29M
|
+$6.36K
|
+53
|
+0.1%
|
|
|
164
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$7.21M
|
-$60K
|
-500
|
-0.8%
|
|
|
165
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$7.03M
|
-$56.8K
|
-473
|
-0.8%
|
|
|
166
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$6.98M
|
+$74.8K
|
+623
|
+1%
|
|
|
167
|
SYM Financial Corp
Winona Lake,
Indiana
|
$6.94M
|
+$214K
|
+1,783
|
+3%
|
|
|
168
|
Truist Financial
Charlotte,
North Carolina
|
$6.92M
|
+$1.67M
|
+13,944
|
+31%
|
|
|
169
|
Gotham Asset Management
New York
|
$6.86M
|
+$1.21M
|
+10,097
|
+21%
|
|
|
170
|
Evelyn Partners Investment Management Services
London,
|
$6.78M
|
+$6.92M
|
+57,685
|
New
|
|
|
171
|
Joel Isaacson & Co
New York
|
$6.76M
|
-$6.36K
|
-53
|
-0.1%
|
|
|
172
|
Fiduciary Trust
Boston,
Massachusetts
|
$6.75M
|
–
|
–
|
–
|
|
|
173
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$6.59M
|
-$1.61M
|
-13,393
|
-19%
|
|
|
174
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$6.51M
|
-$1.52M
|
-12,630
|
-19%
|
|
|
175
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.49M
|
+$90.6K
|
+755
|
+1%
|
|
