|
51
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$12.1M
|
+$456K
|
+4,555
|
+4%
|
|
|
52
|
Sykon Capital
Harrison,
New York
|
$11.2M
|
-$665K
|
-6,652
|
-6%
|
|
|
53
|
Sterneck Capital Management
Kansas City,
Missouri
|
$10.7M
|
+$553K
|
+5,530
|
+5%
|
|
|
54
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$10.6M
|
+$551K
|
+5,513
|
+6%
|
|
|
55
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$10.6M
|
+$2.26M
|
+22,554
|
+27%
|
|
|
56
|
MBL Wealth
Charlotte,
North Carolina
|
$10.5M
|
+$2.5M
|
+24,978
|
+31%
|
|
|
57
|
Oppenheimer & Co
New York
|
$10.1M
|
+$3.33M
|
+33,333
|
+49%
|
|
|
58
|
Equitable Holdings
New York
|
$9.58M
|
-$1.44M
|
-14,439
|
-13%
|
|
|
59
|
Retirement Capital Strategies
San Jose,
California
|
$9.33M
|
+$8.32M
|
+83,141
|
+831%
|
|
|
60
|
Helium Advisors
Everett,
Washington
|
$8.84M
|
-$1.42M
|
-14,159
|
-14%
|
|
|
61
|
Goldstein Advisors
Madison,
Wisconsin
|
$8.83M
|
+$914K
|
+9,140
|
+12%
|
|
|
62
|
Guidance Capital
Lousville,
Kentucky
|
$8.81M
|
+$414K
|
+4,135
|
+5%
|
|
|
63
|
Verus Capital Partners
Scottsdale,
Arizona
|
$8.72M
|
-$163K
|
-1,628
|
-2%
|
|
|
64
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.52M
|
+$181K
|
+1,811
|
+2%
|
|
|
65
|
Nicholson Meyer Capital Management
Kansas City,
Missouri
|
$8.41M
|
+$8.39M
|
+83,921
|
New
|
|
|
66
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.27M
|
-$2.39M
|
-23,852
|
-25%
|
|
|
67
|
Tevis Investment Management
Plano,
Texas
|
$6.96M
|
–
|
–
|
–
|
|
|
68
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$6.58M
|
-$672K
|
-6,715
|
-9%
|
|
|
69
|
US Bancorp
Minneapolis,
Minnesota
|
$6.55M
|
+$5.06M
|
+50,622
|
+342%
|
|
|
70
|
Congress Wealth Management
Boston,
Massachusetts
|
$6.12M
|
-$750K
|
-7,503
|
-11%
|
|
|
71
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$5.36M
|
+$763K
|
+7,632
|
+17%
|
|
|
72
|
Farther Finance Advisors
San Francisco,
California
|
$5.34M
|
-$591K
|
-5,913
|
-10%
|
|
|
73
|
MML Investors Services
Springfield,
Massachusetts
|
$5.27M
|
-$327K
|
-3,266
|
-6%
|
|
|
74
|
Perigon Wealth Management
San Francisco,
California
|
$5.12M
|
+$510K
|
+5,096
|
+11%
|
|
|
75
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.04M
|
-$49.6K
|
-496
|
-1%
|
|
