|
101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.31M
|
+$467K
|
+8,462
|
+5%
|
|
|
102
|
Cohen Klingenstein
New York
|
$9.21M
|
–
|
–
|
–
|
|
|
103
|
Clean Yield Group
Norwich,
Vermont
|
$9.09M
|
-$423K
|
-7,664
|
-4%
|
|
|
104
|
Allianz Asset Management
Munich,
Germany
|
$8.85M
|
+$8.98M
|
+162,676
|
New
|
|
|
105
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$8.45M
|
-$141K
|
-2,557
|
-2%
|
|
|
106
|
Jacobs & Co
San Francisco,
California
|
$8.42M
|
-$161K
|
-2,912
|
-2%
|
|
|
107
|
Stamos Capital Partners
Menlo Park,
California
|
$8.4M
|
–
|
–
|
–
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$8.33M
|
+$3.43M
|
+62,088
|
+68%
|
|
|
109
|
Tweedy, Browne Co
Stamford,
Connecticut
|
$8.29M
|
-$283K
|
-5,118
|
-3%
|
|
|
110
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.96M
|
+$1.3M
|
+23,600
|
+19%
|
|
|
111
|
Bell Bank
Fargo,
North Dakota
|
$7.9M
|
+$560K
|
+10,145
|
+8%
|
|
|
112
|
|
$7.86M
|
+$193K
|
+3,490
|
+2%
|
|
|
113
|
American Century Companies
Kansas City,
Missouri
|
$7.78M
|
+$476K
|
+8,621
|
+6%
|
|
|
114
|
Keating Investment Counselors
Delray Beach,
Florida
|
$7.66M
|
-$39K
|
-706
|
-0.5%
|
|
|
115
|
ExodusPoint Capital Management
New York
|
$7.48M
|
+$6.24M
|
+113,010
|
+461%
|
|
|
116
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$7.08M
|
+$7.18M
|
+130,136
|
New
|
|
|
117
|
Franklin Resources
San Mateo,
California
|
$7.08M
|
-$1.54M
|
-27,885
|
-18%
|
|
|
118
|
Klingenstein Fields & Co
New York
|
$7M
|
-$181K
|
-3,284
|
-2%
|
|
|
119
|
Oak Associates
Akron,
Ohio
|
$6.76M
|
-$883
|
-16
|
-0%
|
|
|
120
|
Simplex Trading
Chicago,
Illinois
|
$6.67M
|
+$1.87M
|
+33,930
|
+38%
|
|
|
121
|
Oppenheimer & Co
New York
|
$6.57M
|
+$1.96M
|
+35,435
|
+41%
|
|
|
122
|
Transform Wealth
Greenwood Village,
Colorado
|
$6.55M
|
+$151K
|
+2,735
|
+2%
|
|
|
123
|
Stockman Wealth Management
Billings,
Montana
|
$6.49M
|
+$128K
|
+2,320
|
+2%
|
|
|
124
|
Edge Capital Group
Atlanta,
Georgia
|
$6.35M
|
+$249K
|
+4,504
|
+4%
|
|
|
125
|
|
$6.25M
|
-$22.5M
|
-407,786
|
-78%
|
|
