|
151
|
F&V Capital Management
Boca Raton,
Florida
|
$1.25M
|
–
|
–
|
–
|
|
|
152
|
TFB Advisors
Overland Park,
Kansas
|
$1.23M
|
+$69.5K
|
+1,147
|
+6%
|
|
|
153
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.19M
|
+$1.09M
|
+17,952
|
+707%
|
|
|
154
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.19M
|
+$242K
|
+4,000
|
+24%
|
|
|
155
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.18M
|
-$16.7K
|
-276
|
-1%
|
|
|
156
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.17M
|
–
|
–
|
–
|
|
|
157
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.17M
|
+$90.8K
|
+1,498
|
+8%
|
|
|
158
|
National Wealth Management Group
Cincinnati,
Ohio
|
$1.16M
|
+$17.6K
|
+290
|
+1%
|
|
|
159
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.15M
|
-$38.3K
|
-632
|
-3%
|
|
|
160
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.15M
|
-$3.76K
|
-62
|
-0.3%
|
|
|
161
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.13M
|
-$55K
|
-907
|
-4%
|
|
|
162
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.12M
|
-$152K
|
-2,502
|
-12%
|
|
|
163
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.1M
|
–
|
–
|
–
|
|
|
164
|
GeoWealth Management
Chicago,
Illinois
|
$1.05M
|
+$1.09M
|
+18,043
|
New
|
|
|
165
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.04M
|
–
|
–
|
–
|
|
|
166
|
Verum Partners
Charlotte,
North Carolina
|
$1.03M
|
–
|
–
|
–
|
|
|
167
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.03M
|
-$9.21K
|
-152
|
-0.9%
|
|
|
168
|
SageView Advisory Group
Newport Beach,
California
|
$967K
|
+$1.82K
|
+30
|
+0.2%
|
|
|
169
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$942K
|
–
|
–
|
–
|
|
|
170
|
Kingdom Financial Group
Peoria,
Arizona
|
$935K
|
+$24.6K
|
+406
|
+3%
|
|
|
171
|
Atria Wealth Solutions
New York
|
$920K
|
+$279K
|
+4,607
|
+41%
|
|
|
172
|
Asset Dedication LLC
San Francisco,
California
|
$904K
|
-$20.5K
|
-338
|
-2%
|
|
|
173
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$867K
|
+$901K
|
+14,870
|
New
|
|
|
174
|
LJI Wealth Management
Indianapolis,
Indiana
|
$815K
|
-$37.5M
|
-619,555
|
-98%
|
|
|
175
|
Angeles Wealth Management
Santa Monica,
California
|
$815K
|
–
|
–
|
–
|
|
