|
151
|
Intellectus Partners
San Francisco,
California
|
$1.15M
|
+$1.15M
|
+12,567
|
New
|
|
|
152
|
US Bancorp
Minneapolis,
Minnesota
|
$1.13M
|
+$278K
|
+3,034
|
+33%
|
|
|
153
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.12M
|
–
|
–
|
–
|
|
|
154
|
Oppenheimer & Co
New York
|
$1.12M
|
-$36.4K
|
-398
|
-3%
|
|
|
155
|
Insight Wealth Strategies
San Ramon,
California
|
$1.07M
|
-$11.4M
|
-124,967
|
-91%
|
|
|
156
|
Telos Capital Management
San Diego,
California
|
$1.06M
|
+$1.06M
|
+11,575
|
New
|
|
|
157
|
Monument Capital Management
Alexandria,
Virginia
|
$1.06M
|
-$1.11M
|
-12,094
|
-51%
|
|
|
158
|
M&T Bank
Buffalo,
New York
|
$1.04M
|
-$387K
|
-4,233
|
-27%
|
|
|
159
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.01M
|
-$85.1K
|
-930
|
-8%
|
|
|
160
|
Alterna Wealth Management
Houston,
Texas
|
$1.01M
|
–
|
–
|
–
|
|
|
161
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1M
|
–
|
–
|
–
|
|
|
162
|
First Personal Financial Services
Charlotte,
North Carolina
|
$976K
|
–
|
–
|
–
|
|
|
163
|
VisionPoint Advisory Group
Dallas,
Texas
|
$955K
|
-$67M
|
-731,684
|
-99%
|
|
|
164
|
American Portfolios Advisors
Holbrook,
New York
|
$944K
|
-$52.5K
|
-574
|
-5%
|
|
|
165
|
M Holdings Securities
Portland,
Oregon
|
$934K
|
-$165K
|
-1,800
|
-15%
|
|
|
166
|
Greatmark Investment Partners
Columbus,
Georgia
|
$916K
|
+$915K
|
+10,000
|
New
|
|
|
167
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$884K
|
–
|
–
|
–
|
|
|
168
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$872K
|
+$483K
|
+5,279
|
+125%
|
|
|
169
|
Penobscot Investment Management
Boston,
Massachusetts
|
$852K
|
–
|
–
|
–
|
|
|
170
|
SFMG Wealth Advisors
Plano,
Texas
|
$847K
|
-$5.94M
|
-64,890
|
-88%
|
|
|
171
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$840K
|
+$839K
|
+9,170
|
New
|
|
|
172
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$815K
|
+$63.6K
|
+695
|
+8%
|
|
|
173
|
PagnatoKarp Partners
Reston,
Virginia
|
$801K
|
-$2.69M
|
-29,441
|
-77%
|
|
|
174
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$800K
|
–
|
–
|
–
|
|
|
175
|
Aveo Capital Partners
Englewood,
Colorado
|
$780K
|
+$779K
|
+8,513
|
New
|
|
