|
151
|
SII Investments
Appleton,
Wisconsin
|
$7.12M
|
-$1.49M
|
-32,246
|
-18%
|
|
|
152
|
MV Capital Management
Bethesda,
Maryland
|
$7.08M
|
+$6.83M
|
+148,173
|
New
|
|
|
153
|
Allworth Financial
Folsom,
California
|
$7.07M
|
-$230K
|
-4,997
|
-3%
|
|
|
154
|
North Star Asset Management
Neenah,
Wisconsin
|
$6.84M
|
-$78.2K
|
-1,698
|
-1%
|
|
|
155
|
Oppenheimer Asset Management
New York
|
$6.61M
|
+$6.37M
|
+138,363
|
New
|
|
|
156
|
First Personal Financial Services
Charlotte,
North Carolina
|
$6.47M
|
–
|
–
|
–
|
|
|
157
|
Mariner
Overland Park,
Kansas
|
$6.27M
|
+$658K
|
+14,288
|
+12%
|
|
|
158
|
Cerity Partners OCIO
New York
|
$6.23M
|
+$89.4K
|
+1,941
|
+2%
|
|
|
159
|
Howe & Rusling
Rochester,
New York
|
$6.23M
|
+$254K
|
+5,505
|
+4%
|
|
|
160
|
Wellington Management Group
Boston,
Massachusetts
|
$6.14M
|
+$24.6K
|
+533
|
+0.4%
|
|
|
161
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.07M
|
+$5.59M
|
+121,276
|
+2,098%
|
|
|
162
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$6.05M
|
+$525K
|
+11,402
|
+10%
|
|
|
163
|
Atria Investments
Charlotte,
North Carolina
|
$6.05M
|
+$2.46M
|
+53,343
|
+73%
|
|
|
164
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$6.01M
|
+$760K
|
+16,489
|
+15%
|
|
|
165
|
Sequoia Financial Advisors
Akron,
Ohio
|
$5.99M
|
+$509K
|
+11,061
|
+10%
|
|
|
166
|
Bank of Hawaii
Honolulu,
Hawaii
|
$5.97M
|
+$5.76M
|
+124,970
|
New
|
|
|
167
|
Nan Shan Life Insurance
Taipei City,
Taiwan
|
$5.85M
|
-$5.53M
|
-120,000
|
-50%
|
|
|
168
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.83M
|
+$5.62M
|
+122,008
|
New
|
|
|
169
|
Summit Rock Advisors
New York
|
$5.69M
|
+$5.49M
|
+119,141
|
New
|
|
|
170
|
Capital Advantage
Walnut Creek,
California
|
$5.68M
|
-$117K
|
-2,537
|
-2%
|
|
|
171
|
|
$5.61M
|
-$23K
|
-500
|
-0.4%
|
|
|
172
|
Clearstead Advisors
Cleveland,
Ohio
|
$5.57M
|
+$74.3K
|
+1,614
|
+1%
|
|
|
173
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$5.52M
|
+$1.72M
|
+37,320
|
+48%
|
|
|
174
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$5.45M
|
+$1.46M
|
+31,789
|
+39%
|
|
|
175
|
One Capital Management
Westlake Village,
California
|
$5.4M
|
-$99K
|
-2,150
|
-2%
|
|
