|
126
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$17.8M
|
-$242K
|
-3,903
|
-1%
|
|
|
127
|
Tenon Financial
Metuchen,
New Jersey
|
$17.7M
|
+$2.87M
|
+46,291
|
+20%
|
|
|
128
|
SSI Investment Management
Los Angeles,
California
|
$17.7M
|
-$188K
|
-3,045
|
-1%
|
|
|
129
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.7M
|
+$12.3M
|
+199,240
|
+276%
|
|
|
130
|
Allworth Financial
Folsom,
California
|
$17.6M
|
+$1.5M
|
+24,304
|
+10%
|
|
|
131
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$17.5M
|
+$783K
|
+12,641
|
+5%
|
|
|
132
|
Axiom Financial Strategies
New Albany,
Indiana
|
$17.4M
|
+$172K
|
+2,777
|
+1%
|
|
|
133
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$17M
|
-$28.2K
|
-455
|
-0.2%
|
|
|
134
|
David Kennon
Sarasota,
Florida
|
$17M
|
+$293K
|
+4,738
|
+2%
|
|
|
135
|
Family CFO
Los Altos,
California
|
$16.8M
|
-$69.1K
|
-1,116
|
-0.4%
|
|
|
136
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$16.8M
|
+$1.58M
|
+25,531
|
+11%
|
|
|
137
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$16.7M
|
+$13M
|
+209,531
|
+428%
|
|
|
138
|
Legacy Private Trust
Neenah,
Wisconsin
|
$16.4M
|
-$733K
|
-11,841
|
-4%
|
|
|
139
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$16.3M
|
+$204K
|
+3,297
|
+1%
|
|
|
140
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$16.2M
|
+$2.25M
|
+36,370
|
+17%
|
|
|
141
|
Professional Financial Advisors
North Platte,
Nebraska
|
$15.8M
|
+$291K
|
+4,705
|
+2%
|
|
|
142
|
Fiduciary Trust
Boston,
Massachusetts
|
$15.5M
|
+$208K
|
+3,364
|
+1%
|
|
|
143
|
Mercer Global Advisors
Denver,
Colorado
|
$15M
|
+$1.4M
|
+22,641
|
+11%
|
|
|
144
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$14.9M
|
+$14.3M
|
+230,693
|
New
|
|
|
145
|
Breakwater Investment Management
Seattle,
Washington
|
$14.5M
|
+$51.3K
|
+828
|
+0.4%
|
|
|
146
|
Bank of Hawaii
Honolulu,
Hawaii
|
$14.1M
|
-$1.13M
|
-18,182
|
-8%
|
|
|
147
|
Gibson Wealth Advisors
Tyler,
Texas
|
$14M
|
+$98K
|
+1,583
|
+0.7%
|
|
|
148
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$14M
|
-$3.34K
|
-54
|
-0%
|
|
|
149
|
Beacon Pointe Advisors
Newport Beach,
California
|
$13.8M
|
-$608K
|
-9,820
|
-4%
|
|
|
150
|
WealthCollab
Bellevue,
Washington
|
$13.7M
|
+$687K
|
+11,104
|
+6%
|
|
