|
126
|
FIDELIS iM
Medford,
Oregon
|
$16.6M
|
+$218K
|
+3,603
|
+1%
|
|
|
127
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$16.6M
|
+$16.9M
|
+279,154
|
New
|
|
|
128
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$16.3M
|
+$876K
|
+14,515
|
+6%
|
|
|
129
|
Legacy Private Trust
Neenah,
Wisconsin
|
$16M
|
+$4.75M
|
+78,692
|
+42%
|
|
|
130
|
Axiom Financial Strategies
New Albany,
Indiana
|
$16M
|
+$15.9K
|
+263
|
+0.1%
|
|
|
131
|
Family CFO
Los Altos,
California
|
$15.7M
|
-$181K
|
-2,992
|
-1%
|
|
|
132
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$15.5M
|
–
|
–
|
–
|
|
|
133
|
David Kennon
Sarasota,
Florida
|
$15.5M
|
+$309K
|
+5,122
|
+2%
|
|
|
134
|
Allworth Financial
Folsom,
California
|
$15.1M
|
+$1.51M
|
+25,041
|
+11%
|
|
|
135
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$15M
|
+$620K
|
+10,271
|
+4%
|
|
|
136
|
Fidelity Investments
Boston,
Massachusetts
|
$14.9M
|
+$2.96M
|
+49,070
|
+25%
|
|
|
137
|
Truist Financial
Charlotte,
North Carolina
|
$14.5M
|
+$2.66M
|
+44,115
|
+22%
|
|
|
138
|
Professional Financial Advisors
North Platte,
Nebraska
|
$14.4M
|
+$663K
|
+10,984
|
+5%
|
|
|
139
|
Fiduciary Trust
Boston,
Massachusetts
|
$14.3M
|
–
|
–
|
–
|
|
|
140
|
Bank of Hawaii
Honolulu,
Hawaii
|
$14.2M
|
+$6.1K
|
+101
|
+0%
|
|
|
141
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$14.1M
|
-$280K
|
-4,634
|
-2%
|
|
|
142
|
Tenon Financial
Metuchen,
New Jersey
|
$13.7M
|
+$903K
|
+14,962
|
+7%
|
|
|
143
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.5M
|
+$1.14M
|
+18,892
|
+9%
|
|
|
144
|
Breakwater Investment Management
Seattle,
Washington
|
$13.4M
|
+$229K
|
+3,792
|
+2%
|
|
|
145
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$13.1M
|
+$30.7K
|
+508
|
+0.2%
|
|
|
146
|
Gibson Wealth Advisors
Tyler,
Texas
|
$13M
|
+$898K
|
+14,871
|
+7%
|
|
|
147
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$12.9M
|
+$1.34M
|
+22,248
|
+12%
|
|
|
148
|
9258 Wealth Management
Blue Ash,
Ohio
|
$12.8M
|
-$1.06M
|
-17,565
|
-8%
|
|
|
149
|
Mercer Global Advisors
Denver,
Colorado
|
$12.7M
|
-$158K
|
-2,618
|
-1%
|
|
|
150
|
Joseph Group Capital Management
Columbus,
Ohio
|
$12.6M
|
+$72.3K
|
+1,197
|
+0.6%
|
|
