|
126
|
James Investment Research
Alpha,
Ohio
|
$13.7M
|
+$14.1M
|
+377,209
|
New
|
|
|
127
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$13.5M
|
+$1.92M
|
+51,298
|
+16%
|
|
|
128
|
Brave Asset Management
Summit,
New Jersey
|
$13.4M
|
+$13.8M
|
+367,328
|
New
|
|
|
129
|
Vision Capital Management
Portland,
Oregon
|
$13.3M
|
+$72.1K
|
+1,923
|
+0.5%
|
|
|
130
|
FDx Advisors
Chicago,
Illinois
|
$13.3M
|
+$1.57M
|
+41,909
|
+13%
|
|
|
131
|
First Foundation Advisors
Irvine,
California
|
$13M
|
-$803K
|
-21,432
|
-6%
|
|
|
132
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$12.8M
|
+$2.06M
|
+54,866
|
+18%
|
|
|
133
|
Cambridge Associates
Boston,
Massachusetts
|
$12.8M
|
+$4.07M
|
+108,695
|
+45%
|
|
|
134
|
Oppenheimer Asset Management
New York
|
$12.8M
|
-$160K
|
-4,257
|
-1%
|
|
|
135
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$12.8M
|
+$1.19M
|
+31,642
|
+10%
|
|
|
136
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$12.7M
|
-$20.6M
|
-550,000
|
-61%
|
|
|
137
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12.6M
|
+$580K
|
+15,485
|
+5%
|
|
|
138
|
Sterling Financial Planning
Sparta,
New Jersey
|
$12.5M
|
-$112K
|
-2,977
|
-0.9%
|
|
|
139
|
Nottingham Advisors
Amherst,
New York
|
$12.5M
|
-$1.46M
|
-38,849
|
-10%
|
|
|
140
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$12.4M
|
-$86.6K
|
-2,311
|
-0.7%
|
|
|
141
|
BOK Financial
Tulsa,
Oklahoma
|
$12.4M
|
-$76.1K
|
-2,030
|
-0.6%
|
|
|
142
|
Transform Wealth
Greenwood Village,
Colorado
|
$12.3M
|
-$52.6K
|
-1,403
|
-0.4%
|
|
|
143
|
Prudential Financial
Newark,
New Jersey
|
$12.3M
|
+$863K
|
+23,030
|
+7%
|
|
|
144
|
Twin Tree Management
Dallas,
Texas
|
$12.1M
|
-$9.72M
|
-259,394
|
-44%
|
|
|
145
|
Sage Rhino Capital
Menlo Park,
California
|
$12.1M
|
-$79K
|
-2,107
|
-0.6%
|
|
|
146
|
AssetMark Inc
Concord,
California
|
$12M
|
+$1.93M
|
+51,506
|
+19%
|
|
|
147
|
Permanens Capital
New York
|
$11.9M
|
-$10.4M
|
-278,400
|
-46%
|
|
|
148
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$11.9M
|
-$657K
|
-17,535
|
-5%
|
|
|
149
|
Kestra Advisory Services
Austin,
Texas
|
$11.6M
|
+$4.11M
|
+109,509
|
+52%
|
|
|
150
|
Capital Group Private Client Services
Los Angeles,
California
|
$11.6M
|
-$2.11M
|
-56,311
|
-15%
|
|
