|
126
|
Independent Family Office
Albany,
New York
|
$13.4M
|
+$1.03M
|
+31,400
|
+8%
|
|
|
127
|
FDx Advisors
Chicago,
Illinois
|
$13.4M
|
-$780K
|
-23,815
|
-5%
|
|
|
128
|
Spinnaker Trust
Portland,
Maine
|
$13.3M
|
-$4.74M
|
-144,662
|
-26%
|
|
|
129
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$12.6M
|
+$3.28M
|
+100,000
|
+33%
|
|
|
130
|
Prudential Financial
Newark,
New Jersey
|
$12.6M
|
-$1.17M
|
-35,594
|
-8%
|
|
|
131
|
Quest Investment Management
Lake Oswego,
Oregon
|
$12.5M
|
–
|
–
|
–
|
|
|
132
|
Atria Wealth Solutions
New York
|
$12.4M
|
+$944K
|
+28,817
|
+8%
|
|
|
133
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$12.2M
|
–
|
–
|
–
|
|
|
134
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$12.1M
|
+$2.17M
|
+66,098
|
+21%
|
|
|
135
|
Meridian Wealth Advisors
Austin,
Texas
|
$12M
|
+$227K
|
+6,931
|
+2%
|
|
|
136
|
Systelligence LLC
Bloomington,
Minnesota
|
$11.9M
|
–
|
–
|
–
|
|
|
137
|
Sage Rhino Capital
Menlo Park,
California
|
$11.9M
|
-$1.13M
|
-34,382
|
-8%
|
|
|
138
|
BOK Financial
Tulsa,
Oklahoma
|
$11.8M
|
+$14.5K
|
+442
|
+0.1%
|
|
|
139
|
Vision Capital Management
Portland,
Oregon
|
$11.7M
|
+$131K
|
+3,998
|
+1%
|
|
|
140
|
Sunbelt Securities
Houston,
Texas
|
$11.7M
|
-$529K
|
-16,129
|
-4%
|
|
|
141
|
Capital Group Private Client Services
Los Angeles,
California
|
$11.6M
|
+$2.08M
|
+63,499
|
+21%
|
|
|
142
|
Oppenheimer Asset Management
New York
|
$11.5M
|
-$130K
|
-3,968
|
-1%
|
|
|
143
|
Confluence Investment Management
St. Louis,
Missouri
|
$11.5M
|
-$4.29M
|
-130,815
|
-26%
|
|
|
144
|
Osborne Partners Capital Management
San Francisco,
California
|
$11.5M
|
+$182K
|
+5,564
|
+2%
|
|
|
145
|
Citadel Advisors
Miami,
Florida
|
$11.4M
|
+$6.75M
|
+206,099
|
+134%
|
|
|
146
|
|
$11.2M
|
-$3.09M
|
-94,268
|
-21%
|
|
|
147
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$11M
|
-$3.95M
|
-120,399
|
-26%
|
|
|
148
|
Cetera Advisor Networks
El Segundo,
California
|
$10.9M
|
-$4.42M
|
-135,022
|
-28%
|
|
|
149
|
American Portfolios Advisors
Holbrook,
New York
|
$10.9M
|
-$1.82M
|
-55,503
|
-14%
|
|
|
150
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$10.8M
|
+$253K
|
+7,708
|
+2%
|
|
