|
126
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.9M
|
-$3.04M
|
-92,638
|
-20%
|
|
|
127
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$12.7M
|
+$7.79M
|
+237,090
|
+181%
|
|
|
128
|
Capital Group Private Client Services
Los Angeles,
California
|
$12.7M
|
+$13.6K
|
+413
|
+0.1%
|
|
|
129
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.7M
|
+$106K
|
+3,222
|
+0.9%
|
|
|
130
|
Atria Wealth Solutions
New York
|
$12.6M
|
-$962K
|
-29,302
|
-7%
|
|
|
131
|
Oppenheimer Asset Management
New York
|
$12.6M
|
-$46.2K
|
-1,407
|
-0.4%
|
|
|
132
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.5M
|
+$10.7M
|
+324,304
|
+858%
|
|
|
133
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$12M
|
-$85.2K
|
-2,595
|
-0.7%
|
|
|
134
|
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
|
$11.8M
|
+$11.2M
|
+339,735
|
New
|
|
|
135
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$11.7M
|
-$12.5M
|
-381,792
|
-53%
|
|
|
136
|
Sterling Financial Planning
Sparta,
New Jersey
|
$11.7M
|
+$369K
|
+11,239
|
+3%
|
|
|
137
|
Sage Rhino Capital
Menlo Park,
California
|
$11.6M
|
-$1.33M
|
-40,581
|
-11%
|
|
|
138
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.5M
|
+$32.7K
|
+997
|
+0.3%
|
|
|
139
|
American Investment Services
Great Barrington,
Massachusetts
|
$11.3M
|
+$370K
|
+11,270
|
+4%
|
|
|
140
|
FDx Advisors
Chicago,
Illinois
|
$11.2M
|
-$3.4M
|
-103,619
|
-24%
|
|
|
141
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$11.1M
|
-$96.6K
|
-2,941
|
-0.9%
|
|
|
142
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$11.1M
|
+$564K
|
+17,177
|
+6%
|
|
|
143
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$11.1M
|
+$47.6K
|
+1,451
|
+0.5%
|
|
|
144
|
Sunbelt Securities
Houston,
Texas
|
$10.9M
|
-$1.87M
|
-56,967
|
-15%
|
|
|
145
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$10.8M
|
+$175K
|
+5,317
|
+2%
|
|
|
146
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$10.7M
|
+$10.1M
|
+308,641
|
New
|
|
|
147
|
Modus Advisors
Excelsior,
Minnesota
|
$10.7M
|
+$485K
|
+14,774
|
+5%
|
|
|
148
|
Sentinel Trust
Houston,
Texas
|
$10.6M
|
-$379K
|
-11,551
|
-4%
|
|
|
149
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.5M
|
+$4.67M
|
+142,080
|
+88%
|
|
|
150
|
Naviter Wealth
Little Rock,
Arkansas
|
$10.4M
|
-$11.4M
|
-347,526
|
-55%
|
|
