|
151
|
Moulton Wealth Management
Spokane,
Washington
|
$11.3M
|
+$11.6M
|
+335,876
|
New
|
|
|
152
|
Osborne Partners Capital Management
San Francisco,
California
|
$11.1M
|
+$594K
|
+17,197
|
+6%
|
|
|
153
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$10.9M
|
+$8.03M
|
+232,420
|
+255%
|
|
|
154
|
Meridian Wealth Advisors
Austin,
Texas
|
$10.8M
|
+$2.63M
|
+76,178
|
+31%
|
|
|
155
|
Iconiq Capital
San Francisco,
California
|
$10.8M
|
+$5.52M
|
+159,796
|
+100%
|
|
|
156
|
Sunbelt Securities
Houston,
Texas
|
$10.8M
|
+$10.8M
|
+311,919
|
New
|
|
|
157
|
Capital Bank & Trust
Irvine,
California
|
$10.7M
|
-$6M
|
-173,649
|
-35%
|
|
|
158
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$10.7M
|
-$117K
|
-3,376
|
-1%
|
|
|
159
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.5M
|
+$574K
|
+16,610
|
+6%
|
|
|
160
|
Cardinal Point Wealth Management
Irvine,
California
|
$10.5M
|
+$546K
|
+15,783
|
+5%
|
|
|
161
|
Vision Capital Management
Portland,
Oregon
|
$10.4M
|
+$781K
|
+22,583
|
+8%
|
|
|
162
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$10.2M
|
+$1.59M
|
+46,094
|
+18%
|
|
|
163
|
LVM Capital Management
Portage,
Michigan
|
$10.1M
|
+$310K
|
+8,972
|
+3%
|
|
|
164
|
Whitney & Co
Rochester,
New York
|
$9.83M
|
+$592K
|
+17,120
|
+6%
|
|
|
165
|
Glovista Investments
Jersey City,
New Jersey
|
$9.81M
|
+$1.51M
|
+43,801
|
+18%
|
|
|
166
|
Valmark Advisers
Akron,
Ohio
|
$9.78M
|
+$667K
|
+19,299
|
+7%
|
|
|
167
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$9.71M
|
-$334K
|
-9,649
|
-3%
|
|
|
168
|
Private Advisor Group
Morristown,
New Jersey
|
$9.53M
|
+$749K
|
+21,660
|
+8%
|
|
|
169
|
Quest Investment Management
Lake Oswego,
Oregon
|
$9.43M
|
–
|
–
|
–
|
|
|
170
|
Aft Forsyth & Sober
Valrico,
Florida
|
$9.4M
|
+$108K
|
+3,125
|
+1%
|
|
|
171
|
Leuthold Group
Minneapolis,
Minnesota
|
$9.34M
|
-$334K
|
-9,674
|
-3%
|
|
|
172
|
BCWM LLC
Overland Park,
Kansas
|
$9.3M
|
+$470K
|
+13,591
|
+5%
|
|
|
173
|
Fiduciary Trust
Boston,
Massachusetts
|
$9.3M
|
-$2.89M
|
-83,506
|
-23%
|
|
|
174
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.12M
|
+$771K
|
+22,300
|
+9%
|
|
|
175
|
Advisory Services Network
Atlanta,
Georgia
|
$9.1M
|
-$444K
|
-12,833
|
-5%
|
|
