|
151
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$1.4M
|
–
|
–
|
–
|
|
|
152
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.37M
|
-$3.02M
|
-28,696
|
-68%
|
|
|
153
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.35M
|
+$1.4M
|
+13,288
|
New
|
|
|
154
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.35M
|
+$1.39M
|
+13,224
|
New
|
|
|
155
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$1.33M
|
-$5.01M
|
-47,629
|
-78%
|
|
|
156
|
MGO One Seven
Beachwood,
Ohio
|
$1.33M
|
+$178K
|
+1,692
|
+15%
|
|
|
157
|
Pinnacle Associates
New York
|
$1.32M
|
-$611K
|
-5,809
|
-31%
|
|
|
158
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.32M
|
-$7.25M
|
-68,843
|
-84%
|
|
|
159
|
Ramiah Investment Group
Brookfield,
Wisconsin
|
$1.31M
|
+$49.4K
|
+469
|
+4%
|
|
|
160
|
Stringer Asset Management
Memphis,
Tennessee
|
$1.3M
|
+$253K
|
+2,402
|
+23%
|
|
|
161
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.27M
|
-$392K
|
-3,727
|
-23%
|
|
|
162
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.23M
|
+$418K
|
+3,974
|
+49%
|
|
|
163
|
Avitas Wealth Management
Los Angeles,
California
|
$1.2M
|
-$1.58K
|
-15
|
-0.1%
|
|
|
164
|
WealthShield Partners
Cary,
North Carolina
|
$1.2M
|
+$1.24M
|
+11,777
|
New
|
|
|
165
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.17M
|
+$91.6K
|
+870
|
+8%
|
|
|
166
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.16M
|
+$702K
|
+6,673
|
+141%
|
|
|
167
|
Ameriprise
Minneapolis,
Minnesota
|
$1.15M
|
+$179K
|
+1,698
|
+18%
|
|
|
168
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.13M
|
-$305K
|
-2,902
|
-20%
|
|
|
169
|
Capital Planning Advisors
Roseville,
California
|
$1.12M
|
-$19.7K
|
-187
|
-2%
|
|
|
170
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.12M
|
-$220K
|
-2,090
|
-16%
|
|
|
171
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.06M
|
+$415K
|
+3,939
|
+61%
|
|
|
172
|
Leisure Capital Management
Costa Mesa,
California
|
$1.05M
|
-$1.14M
|
-10,850
|
-51%
|
|
|
173
|
Two Sigma Securities
New York
|
$1M
|
+$785K
|
+7,457
|
+309%
|
|
|
174
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1M
|
-$736K
|
-6,990
|
-41%
|
|
|
175
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$971K
|
+$781K
|
+7,423
|
+350%
|
|
