|
126
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14M
|
-$1.02M
|
-28,533
|
-7%
|
|
|
127
|
Atria Wealth Solutions
New York
|
$13.8M
|
+$185K
|
+5,144
|
+1%
|
|
|
128
|
Osborne Partners Capital Management
San Francisco,
California
|
$13.6M
|
-$70.6K
|
-1,968
|
-0.5%
|
|
|
129
|
Vision Capital Management
Portland,
Oregon
|
$13.6M
|
-$303K
|
-8,430
|
-2%
|
|
|
130
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$13.6M
|
+$13.1M
|
+364,072
|
New
|
|
|
131
|
Oppenheimer Asset Management
New York
|
$13.3M
|
-$281K
|
-7,825
|
-2%
|
|
|
132
|
AE Wealth Management
Topeka,
Kansas
|
$13.1M
|
+$2.5M
|
+69,527
|
+25%
|
|
|
133
|
Sterling Financial Planning
Sparta,
New Jersey
|
$13M
|
+$352K
|
+9,813
|
+3%
|
|
|
134
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.9M
|
-$653K
|
-18,204
|
-5%
|
|
|
135
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$12.8M
|
+$3.75M
|
+104,525
|
+44%
|
|
|
136
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$12.8M
|
-$104K
|
-2,899
|
-0.8%
|
|
|
137
|
BOK Financial
Tulsa,
Oklahoma
|
$12.8M
|
-$2.61M
|
-72,659
|
-17%
|
|
|
138
|
Transform Wealth
Greenwood Village,
Colorado
|
$12.7M
|
+$6.15M
|
+171,446
|
+101%
|
|
|
139
|
Sunbelt Securities
Houston,
Texas
|
$12.6M
|
+$796K
|
+22,182
|
+7%
|
|
|
140
|
Sage Rhino Capital
Menlo Park,
California
|
$12.5M
|
-$51.4K
|
-1,433
|
-0.4%
|
|
|
141
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12.3M
|
+$622K
|
+17,319
|
+6%
|
|
|
142
|
|
$12.2M
|
-$3.21M
|
-89,400
|
-21%
|
|
|
143
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12M
|
-$467K
|
-13,003
|
-4%
|
|
|
144
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11.9M
|
+$1.6M
|
+44,693
|
+16%
|
|
|
145
|
New York State Common Retirement Fund
Albany,
New York
|
$11.8M
|
+$11.4M
|
+316,504
|
New
|
|
|
146
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$11.7M
|
-$266K
|
-7,410
|
-2%
|
|
|
147
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$11.7M
|
+$147K
|
+4,106
|
+1%
|
|
|
148
|
Citizens Financial Group
Providence,
Rhode Island
|
$11.6M
|
+$11.2M
|
+311,399
|
New
|
|
|
149
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.5M
|
-$16.7M
|
-465,788
|
-60%
|
|
|
150
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$11.4M
|
-$5.39M
|
-150,128
|
-33%
|
|
