|
351
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$11.6M
|
-$1.96M
|
-27,003
|
-15%
|
|
|
352
|
Breakwater Investment Management
Seattle,
Washington
|
$11.5M
|
-$1.69M
|
-23,178
|
-13%
|
|
|
353
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$11.5M
|
+$1.31M
|
+18,006
|
+13%
|
|
|
354
|
Newport Capital Group
Red Bank,
New Jersey
|
$11.5M
|
-$82.8K
|
-1,139
|
-0.7%
|
|
|
355
|
Penserra Capital Management
Orinda,
California
|
$11.4M
|
+$11.3M
|
+155,224
|
New
|
|
|
356
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$11.4M
|
+$229K
|
+3,155
|
+2%
|
|
|
357
|
Focused Wealth Management
Newburgh,
New York
|
$11.4M
|
-$9.89M
|
-136,030
|
-47%
|
|
|
358
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$11.2M
|
+$274K
|
+3,764
|
+3%
|
|
|
359
|
IFP Advisors
Tampa,
Florida
|
$11.2M
|
-$2.73M
|
-37,565
|
-20%
|
|
|
360
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$11.1M
|
-$82.3K
|
-1,132
|
-0.7%
|
|
|
361
|
Rialto Wealth Management
Syracuse,
New York
|
$11.1M
|
-$1.8M
|
-24,721
|
-14%
|
|
|
362
|
TD Private Client Wealth
New York
|
$11.1M
|
+$258K
|
+3,554
|
+2%
|
|
|
363
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$11M
|
+$10.9M
|
+150,000
|
New
|
|
|
364
|
Tribridge Partners Financial
Columbia,
Maryland
|
$11M
|
+$10.8M
|
+148,792
|
New
|
|
|
365
|
Lido Advisors
Los Angeles,
California
|
$10.9M
|
-$1.07M
|
-14,686
|
-9%
|
|
|
366
|
Wiser Wealth Management
Marietta,
Georgia
|
$10.9M
|
-$96.2K
|
-1,323
|
-0.9%
|
|
|
367
|
FIDELIS iM
Medford,
Oregon
|
$10.8M
|
-$731K
|
-10,046
|
-6%
|
|
|
368
|
Zeit Capital
Greenwood Village,
Colorado
|
$10.7M
|
+$145K
|
+1,987
|
+1%
|
|
|
369
|
Financial Advocates Investment Management
Olympia,
Washington
|
$10.6M
|
-$490K
|
-6,742
|
-4%
|
|
|
370
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$10.6M
|
+$3.72M
|
+51,181
|
+55%
|
|
|
371
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$10.6M
|
-$705K
|
-9,697
|
-6%
|
|
|
372
|
McCarthy Asset Management
Redwood Shores,
California
|
$10.5M
|
+$2.57M
|
+35,334
|
+33%
|
|
|
373
|
Stevens Capital Partners
Omaha,
Nebraska
|
$10.5M
|
+$637K
|
+8,759
|
+7%
|
|
|
374
|
Ames National Corp
Ames,
Iowa
|
$10.4M
|
-$537K
|
-7,390
|
-5%
|
|
|
375
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$10.4M
|
+$761K
|
+10,460
|
+8%
|
|
