|
126
|
Accredited Investors
Edina,
Minnesota
|
$77M
|
+$3.09M
|
+17,732
|
+4%
|
|
|
127
|
Summit Financial
Parsippany,
New Jersey
|
$75.5M
|
+$3.11M
|
+17,829
|
+4%
|
|
|
128
|
Natixis Advisors
Boston,
Massachusetts
|
$74.7M
|
+$1.55M
|
+8,905
|
+2%
|
|
|
129
|
Atria Investments
Charlotte,
North Carolina
|
$72.3M
|
+$726K
|
+4,163
|
+1%
|
|
|
130
|
Chan Zuckerberg Initiative
Redwood City,
California
|
$71.7M
|
–
|
–
|
–
|
|
|
131
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$68.8M
|
-$140K
|
-802
|
-0.2%
|
|
|
132
|
Strategic Blueprint
Atlanta,
Georgia
|
$68.7M
|
+$5.57M
|
+31,916
|
+9%
|
|
|
133
|
Pasadena Private Wealth
Pasadena,
California
|
$67.5M
|
+$2.03M
|
+11,662
|
+3%
|
|
|
134
|
Equitable Trust
Nashville,
Tennessee
|
$66.2M
|
-$1.08M
|
-6,183
|
-2%
|
|
|
135
|
Unison Advisors
Washington,
District of Columbia
|
$65.9M
|
+$2.15M
|
+12,312
|
+3%
|
|
|
136
|
Vanguard Group
Malvern,
Pennsylvania
|
$65.7M
|
+$4.28M
|
+24,555
|
+7%
|
|
|
137
|
Evoke Wealth
Los Angeles,
California
|
$65.6M
|
-$2.78M
|
-15,948
|
-4%
|
|
|
138
|
Steward Partners Investment Advisory
New York
|
$65.5M
|
+$1.54M
|
+8,816
|
+2%
|
|
|
139
|
Kestra Private Wealth Services
Austin,
Texas
|
$65.3M
|
+$3.61M
|
+20,690
|
+6%
|
|
|
140
|
Stephens Inc
Little Rock,
Arkansas
|
$65M
|
-$50K
|
-287
|
-0.1%
|
|
|
141
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$61.9M
|
+$351K
|
+2,012
|
+0.6%
|
|
|
142
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$61.7M
|
–
|
–
|
–
|
|
|
143
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$61.3M
|
+$2.05M
|
+11,771
|
+3%
|
|
|
144
|
Clark Asset Management
Stratham,
New Hampshire
|
$61M
|
+$4.94M
|
+28,315
|
+9%
|
|
|
145
|
&Partners
Nashville,
Tennessee
|
$60.2M
|
+$11.8M
|
+67,806
|
+24%
|
|
|
146
|
Condor Capital Management
Martinsville,
New Jersey
|
$59.9M
|
+$278K
|
+1,593
|
+0.5%
|
|
|
147
|
Trust Company
Manhattan,
Kansas
|
$59.5M
|
-$6.8M
|
-39,011
|
-10%
|
|
|
148
|
BIP Wealth
Atlanta,
Georgia
|
$58.6M
|
-$1.43M
|
-8,194
|
-2%
|
|
|
149
|
Integrity Alliance
Urbandale,
Iowa
|
$58.1M
|
+$21.3M
|
+122,396
|
+57%
|
|
|
150
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$58M
|
+$7.58M
|
+43,471
|
+15%
|
|
