|
126
|
First American Trust
Santa Ana,
California
|
$7.79M
|
+$271K
|
+9,562
|
+4%
|
|
|
127
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.77M
|
-$218K
|
-7,684
|
-3%
|
|
|
128
|
Modus Advisors
Excelsior,
Minnesota
|
$7.66M
|
+$7.49M
|
+264,194
|
New
|
|
|
129
|
Prudential Financial
Newark,
New Jersey
|
$7.4M
|
+$159K
|
+5,614
|
+2%
|
|
|
130
|
GenWealth Group
Maplewood,
New Jersey
|
$7.38M
|
-$485K
|
-17,099
|
-6%
|
|
|
131
|
Moulton Wealth Management
Spokane,
Washington
|
$7.38M
|
+$7.06M
|
+249,031
|
New
|
|
|
132
|
Capital Bank & Trust
Irvine,
California
|
$7.31M
|
+$477K
|
+16,807
|
+7%
|
|
|
133
|
Sagil Capital
London,
United Kingdom
|
$7.25M
|
–
|
–
|
–
|
|
|
134
|
Ancora Advisors
Cleveland,
Ohio
|
$7.24M
|
-$30.5K
|
-1,076
|
-0.4%
|
|
|
135
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$6.96M
|
+$26.6K
|
+938
|
+0.4%
|
|
|
136
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$6.9M
|
–
|
–
|
–
|
|
|
137
|
Kore Private Wealth
New York
|
$6.8M
|
–
|
–
|
–
|
|
|
138
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$6.67M
|
+$535K
|
+18,858
|
+9%
|
|
|
139
|
Gruss & Co
West Palm Beach,
Florida
|
$6.53M
|
-$2.84M
|
-100,000
|
-31%
|
|
|
140
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.4M
|
+$551K
|
+19,438
|
+10%
|
|
|
141
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.28M
|
+$161K
|
+5,687
|
+3%
|
|
|
142
|
BOK Financial
Tulsa,
Oklahoma
|
$6.25M
|
+$1.41M
|
+49,574
|
+30%
|
|
|
143
|
Meridian Wealth Advisors
Austin,
Texas
|
$6.21M
|
+$1M
|
+35,258
|
+20%
|
|
|
144
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$6.19M
|
-$162K
|
-5,700
|
-3%
|
|
|
145
|
Johanson Financial Advisors
Campbell,
California
|
$6.18M
|
+$1.27M
|
+44,827
|
New
|
|
|
146
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.11M
|
+$488K
|
+17,222
|
+9%
|
|
|
147
|
Karp Capital Management
Sausalito,
California
|
$6.05M
|
+$1.95M
|
+68,853
|
+49%
|
|
|
148
|
Howland Capital Management
Boston,
Massachusetts
|
$6.03M
|
+$197K
|
+6,942
|
+3%
|
|
|
149
|
Bourgeon Capital Management
Darien,
Connecticut
|
$6M
|
+$43.3K
|
+1,525
|
+0.7%
|
|
|
150
|
Community Bank
Dewitt,
New York
|
$5.9M
|
-$267K
|
-9,413
|
-4%
|
|
