|
126
|
Tidal Investments
Milwaukee,
Wisconsin
|
$14.9M
|
+$14.1M
|
+257,756
|
New
|
|
|
127
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$14.9M
|
+$14M
|
+257,340
|
New
|
|
|
128
|
Atria Wealth Solutions
New York
|
$14.6M
|
-$4.13M
|
-75,631
|
-23%
|
|
|
129
|
David Kennon
Sarasota,
Florida
|
$14.5M
|
-$170K
|
-3,110
|
-1%
|
|
|
130
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$14.3M
|
-$1.13M
|
-20,770
|
-8%
|
|
|
131
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.8M
|
+$13M
|
+237,879
|
New
|
|
|
132
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$13.7M
|
-$2.29M
|
-41,915
|
-15%
|
|
|
133
|
Bank of Hawaii
Honolulu,
Hawaii
|
$13.7M
|
-$2.14M
|
-39,160
|
-14%
|
|
|
134
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$13.3M
|
+$468K
|
+8,581
|
+4%
|
|
|
135
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$13.2M
|
+$1.49M
|
+27,348
|
+14%
|
|
|
136
|
9258 Wealth Management
Blue Ash,
Ohio
|
$13M
|
+$1.35M
|
+24,682
|
+12%
|
|
|
137
|
Keating Wealth Management
Denver,
Colorado
|
$12.7M
|
+$12M
|
+219,975
|
New
|
|
|
138
|
Allworth Financial
Folsom,
California
|
$12.6M
|
-$140K
|
-2,560
|
-1%
|
|
|
139
|
Mercer Global Advisors
Denver,
Colorado
|
$12.5M
|
-$382K
|
-7,002
|
-3%
|
|
|
140
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$12.2M
|
+$751K
|
+13,758
|
+7%
|
|
|
141
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12M
|
-$406K
|
-7,434
|
-3%
|
|
|
142
|
United Services Automobile Association
San Antonio,
Texas
|
$11.8M
|
+$587K
|
+10,756
|
+6%
|
|
|
143
|
Joseph Group Capital Management
Columbus,
Ohio
|
$11.6M
|
+$687K
|
+12,578
|
+7%
|
|
|
144
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11.4M
|
+$755K
|
+13,821
|
+8%
|
|
|
145
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$11.4M
|
-$91.2K
|
-1,670
|
-0.8%
|
|
|
146
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$11.1M
|
+$641K
|
+11,749
|
+7%
|
|
|
147
|
AE Wealth Management
Topeka,
Kansas
|
$10.9M
|
+$592K
|
+10,845
|
+6%
|
|
|
148
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$10.8M
|
+$112K
|
+2,045
|
+1%
|
|
|
149
|
Legacy Private Trust
Neenah,
Wisconsin
|
$10.6M
|
-$1.07M
|
-19,514
|
-10%
|
|
|
150
|
WealthCollab
Bellevue,
Washington
|
$10.6M
|
+$9.94M
|
+182,025
|
New
|
|
