|
126
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.56M
|
+$1.73M
|
+30,000
|
New
|
|
|
127
|
Pinnacle Associates
New York
|
$1.55M
|
+$43.9K
|
+760
|
+3%
|
|
|
128
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.51M
|
-$100M
|
-1,735,355
|
-98%
|
|
|
129
|
Vicus Capital
State College,
Pennsylvania
|
$1.51M
|
+$147K
|
+2,552
|
+10%
|
|
|
130
|
Mutual Advisors
Omaha,
Nebraska
|
$1.42M
|
+$1.02M
|
+17,636
|
+184%
|
|
|
131
|
BOK Financial
Tulsa,
Oklahoma
|
$1.39M
|
-$22.6K
|
-392
|
-1%
|
|
|
132
|
Independent Financial Group
San Diego,
California
|
$1.38M
|
+$88.6K
|
+1,534
|
+6%
|
|
|
133
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.37M
|
-$169K
|
-2,932
|
-10%
|
|
|
134
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.35M
|
–
|
–
|
–
|
|
|
135
|
Belpointe Asset Management
Reno,
Nevada
|
$1.33M
|
-$164K
|
-2,837
|
-10%
|
|
|
136
|
Busey Bank
Urbana,
Illinois
|
$1.31M
|
-$350K
|
-6,067
|
-19%
|
|
|
137
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.3M
|
-$268K
|
-4,647
|
-16%
|
|
|
138
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.29M
|
+$621K
|
+10,756
|
+77%
|
|
|
139
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.25M
|
-$26.8K
|
-464
|
-2%
|
|
|
140
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.24M
|
-$808
|
-14
|
-0.1%
|
|
|
141
|
BCS Wealth Management
Johnson City,
Tennessee
|
$1.24M
|
+$1.37M
|
+23,754
|
New
|
|
|
142
|
Prudential Financial
Newark,
New Jersey
|
$1.23M
|
-$227K
|
-3,928
|
-14%
|
|
|
143
|
Cresset Asset Management
Chicago,
Illinois
|
$1.21M
|
+$12.9K
|
+223
|
+1%
|
|
|
144
|
Collective Family Office
York,
Pennsylvania
|
$1.2M
|
-$178K
|
-3,080
|
-12%
|
|
|
145
|
SWS Partners
Columbus,
Ohio
|
$1.14M
|
+$1.26M
|
+21,886
|
New
|
|
|
146
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.11M
|
+$758K
|
+13,137
|
+162%
|
|
|
147
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.1M
|
+$231K
|
+4,009
|
+23%
|
|
|
148
|
|
$1.06M
|
-$335K
|
-5,800
|
-22%
|
|
|
149
|
My Legacy Advisors
Bend,
Oregon
|
$1.06M
|
+$200K
|
+3,460
|
+21%
|
|
|
150
|
Cadence Bank
Tupelo,
Mississippi
|
$1M
|
+$1.11M
|
+19,293
|
New
|
|
