|
151
|
American Research & Management Company
Marion,
Massachusetts
|
$13M
|
-$507K
|
-14,829
|
-4%
|
|
|
152
|
Oppenheimer Asset Management
New York
|
$13M
|
+$46.1K
|
+1,350
|
+0.4%
|
|
|
153
|
Independent Family Office
Albany,
New York
|
$12.9M
|
+$203K
|
+5,942
|
+2%
|
|
|
154
|
Osborne Partners Capital Management
San Francisco,
California
|
$12.7M
|
+$534K
|
+15,625
|
+4%
|
|
|
155
|
American Portfolios Advisors
Holbrook,
New York
|
$12.7M
|
+$197K
|
+5,774
|
+2%
|
|
|
156
|
American Investment Services
Great Barrington,
Massachusetts
|
$12.7M
|
+$104K
|
+3,056
|
+0.8%
|
|
|
157
|
Kestra Advisory Services
Austin,
Texas
|
$12.5M
|
-$1.21M
|
-35,381
|
-9%
|
|
|
158
|
Vision Capital Management
Portland,
Oregon
|
$12.4M
|
+$503K
|
+14,731
|
+4%
|
|
|
159
|
Sunbelt Securities
Houston,
Texas
|
$11.7M
|
+$822K
|
+24,058
|
+8%
|
|
|
160
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11.6M
|
+$11.4M
|
+333,971
|
New
|
|
|
161
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$11.4M
|
+$11.2M
|
+328,247
|
New
|
|
|
162
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$11.3M
|
+$11.1M
|
+325,398
|
New
|
|
|
163
|
Meridian Wealth Advisors
Austin,
Texas
|
$11.3M
|
-$67.9K
|
-1,988
|
-0.6%
|
|
|
164
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$11.2M
|
-$826K
|
-24,165
|
-7%
|
|
|
165
|
BCWM LLC
Overland Park,
Kansas
|
$11.1M
|
+$128K
|
+3,747
|
+1%
|
|
|
166
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$11M
|
+$1.93M
|
+56,341
|
+22%
|
|
|
167
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$10.9M
|
+$289K
|
+8,452
|
+3%
|
|
|
168
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$10.8M
|
-$301K
|
-8,793
|
-3%
|
|
|
169
|
Morton Capital Management
Calabasas,
California
|
$10.7M
|
+$10.5M
|
+308,040
|
New
|
|
|
170
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$10.5M
|
+$9.51M
|
+278,299
|
+1,201%
|
|
|
171
|
Valmark Advisers
Akron,
Ohio
|
$10.5M
|
-$36.2K
|
-1,058
|
-0.4%
|
|
|
172
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$10.4M
|
-$12.1M
|
-352,629
|
-54%
|
|
|
173
|
LVM Capital Management
Portage,
Michigan
|
$10.2M
|
-$20.2K
|
-590
|
-0.2%
|
|
|
174
|
Modus Advisors
Excelsior,
Minnesota
|
$10.2M
|
+$29.4K
|
+859
|
+0.3%
|
|
|
175
|
Fifth Third Securities
Cincinnati,
Ohio
|
$10.1M
|
-$1.01M
|
-29,459
|
-9%
|
|
