|
126
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$12.7M
|
+$13.2M
|
+363,058
|
New
|
|
|
127
|
AE Wealth Management
Topeka,
Kansas
|
$12.5M
|
-$3.62M
|
-99,163
|
-22%
|
|
|
128
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$12.4M
|
-$1.03M
|
-28,305
|
-7%
|
|
|
129
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$12.3M
|
+$209K
|
+5,740
|
+2%
|
|
|
130
|
Oppenheimer Asset Management
New York
|
$12.2M
|
-$57.3K
|
-1,569
|
-0.4%
|
|
|
131
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$12.2M
|
-$12.5M
|
-341,231
|
-49%
|
|
|
132
|
Sterling Financial Planning
Sparta,
New Jersey
|
$12.1M
|
+$45.7K
|
+1,253
|
+0.4%
|
|
|
133
|
AssetMark Inc
Concord,
California
|
$11.9M
|
+$452K
|
+12,375
|
+4%
|
|
|
134
|
First Foundation Advisors
Irvine,
California
|
$11.7M
|
-$890K
|
-24,395
|
-7%
|
|
|
135
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$11.7M
|
-$310K
|
-8,497
|
-2%
|
|
|
136
|
Sage Rhino Capital
Menlo Park,
California
|
$11.6M
|
-$43.8K
|
-1,199
|
-0.4%
|
|
|
137
|
Kestra Advisory Services
Austin,
Texas
|
$11.5M
|
+$377K
|
+10,341
|
+3%
|
|
|
138
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$11.4M
|
+$2.24M
|
+61,366
|
+23%
|
|
|
139
|
Modus Advisors
Excelsior,
Minnesota
|
$11.3M
|
+$205K
|
+5,608
|
+2%
|
|
|
140
|
Howland Capital Management
Boston,
Massachusetts
|
$11.3M
|
+$858K
|
+23,517
|
+8%
|
|
|
141
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$11.3M
|
-$119K
|
-3,272
|
-1%
|
|
|
142
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$11.2M
|
+$11.4M
|
+312,127
|
+3,671%
|
|
|
143
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.2M
|
-$237K
|
-6,505
|
-2%
|
|
|
144
|
Capital Group Private Client Services
Los Angeles,
California
|
$11.1M
|
-$4.6K
|
-126
|
-0%
|
|
|
145
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11M
|
+$3.05M
|
+83,680
|
+36%
|
|
|
146
|
Summit Trail Advisors
New York
|
$11M
|
-$2.36M
|
-64,720
|
-17%
|
|
|
147
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$10.9M
|
+$11.6K
|
+319
|
+0.1%
|
|
|
148
|
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
|
$10.9M
|
–
|
–
|
–
|
|
|
149
|
BFSG LLC
Irvine,
California
|
$10.7M
|
+$399K
|
+10,936
|
+4%
|
|
|
150
|
|
$10.5M
|
+$954K
|
+26,147
|
+10%
|
|
