|
151
|
Truist Financial
Charlotte,
North Carolina
|
$9.72M
|
+$826K
|
+6,907
|
+10%
|
|
|
152
|
Gotham Asset Management
New York
|
$9.71M
|
+$1.34M
|
+11,206
|
+17%
|
|
|
153
|
United Capital Financial Advisors
Irving,
Texas
|
$9.49M
|
-$1.47M
|
-12,320
|
-14%
|
|
|
154
|
Quantinno Capital Management
New York
|
$9.35M
|
-$195K
|
-1,630
|
-2%
|
|
|
155
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$9.2M
|
+$1.58M
|
+13,190
|
+23%
|
|
|
156
|
Sequoia Financial Advisors
Akron,
Ohio
|
$9.11M
|
+$471K
|
+3,937
|
+6%
|
|
|
157
|
Seven Post Investment Office
San Francisco,
California
|
$9.03M
|
+$12.2K
|
+102
|
+0.1%
|
|
|
158
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$8.98M
|
–
|
–
|
–
|
|
|
159
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.8M
|
+$1.05M
|
+8,789
|
+15%
|
|
|
160
|
Financial Symmetry
Raleigh,
North Carolina
|
$8.57M
|
-$95.1K
|
-795
|
-1%
|
|
|
161
|
Natixis Advisors
Boston,
Massachusetts
|
$8.33M
|
-$4.48M
|
-37,454
|
-37%
|
|
|
162
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$8.25M
|
+$5.27M
|
+44,070
|
+219%
|
|
|
163
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$8.2M
|
+$2.32M
|
+19,372
|
+44%
|
|
|
164
|
Joel Isaacson & Co
New York
|
$7.99M
|
+$270K
|
+2,260
|
+4%
|
|
|
165
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$7.97M
|
-$11.6K
|
-97
|
-0.2%
|
|
|
166
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$7.89M
|
+$4.65M
|
+38,865
|
+173%
|
|
|
167
|
RWA Wealth Partners
Newton,
Massachusetts
|
$7.87M
|
+$567K
|
+4,744
|
+8%
|
|
|
168
|
Capitolis Liquid Global Markets
New York
|
$7.87M
|
+$7.32M
|
+61,200
|
New
|
|
|
169
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$7.84M
|
-$46.8K
|
-391
|
-0.6%
|
|
|
170
|
GeoWealth Management
Chicago,
Illinois
|
$7.79M
|
-$300K
|
-2,510
|
-4%
|
|
|
171
|
Belpointe Asset Management
Reno,
Nevada
|
$7.75M
|
+$631K
|
+5,272
|
+10%
|
|
|
172
|
SYM Financial Corp
Winona Lake,
Indiana
|
$7.74M
|
+$123K
|
+1,027
|
+2%
|
|
|
173
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$7.56M
|
-$1.24M
|
-10,336
|
-15%
|
|
|
174
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$7.49M
|
-$2.87K
|
-24
|
-0%
|
|
|
175
|
Fiduciary Trust
Boston,
Massachusetts
|
$7.32M
|
–
|
–
|
–
|
|
