|
226
|
Holt Capital Partners
Fort Worth,
Texas
|
$6.24M
|
+$4.49M
|
+90,640
|
+263%
|
|
|
227
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$6.23M
|
-$160K
|
-3,237
|
-3%
|
|
|
228
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$6.18M
|
–
|
–
|
–
|
|
|
229
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$6.09M
|
+$59.4K
|
+1,200
|
+1%
|
|
|
230
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$6.07M
|
+$236K
|
+4,765
|
+4%
|
|
|
231
|
Kestra Advisory Services
Austin,
Texas
|
$6.04M
|
-$10.6M
|
-214,419
|
-64%
|
|
|
232
|
|
$5.99M
|
-$5.45M
|
-110,178
|
-48%
|
|
|
233
|
Blue Fin Capital
Warren,
Rhode Island
|
$5.97M
|
+$2.29M
|
+46,343
|
+63%
|
|
|
234
|
LVW Advisors
Pittsford,
New York
|
$5.95M
|
+$5.91M
|
+119,402
|
New
|
|
|
235
|
BG Investment Services
Hagatna,
Guam
|
$5.93M
|
+$104K
|
+2,106
|
+2%
|
|
|
236
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.91M
|
-$160K
|
-3,238
|
-3%
|
|
|
237
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$5.81M
|
-$596K
|
-12,042
|
-9%
|
|
|
238
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.76M
|
-$1.32M
|
-26,683
|
-19%
|
|
|
239
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.67M
|
-$240K
|
-4,844
|
-4%
|
|
|
240
|
TD Private Client Wealth
New York
|
$5.64M
|
+$205K
|
+4,149
|
+4%
|
|
|
241
|
Creative Planning
Overland Park,
Kansas
|
$5.58M
|
+$702K
|
+14,189
|
+15%
|
|
|
242
|
CGN Advisors
Manhattan,
Kansas
|
$5.55M
|
+$4.71M
|
+95,165
|
+589%
|
|
|
243
|
Confluence Investment Management
St. Louis,
Missouri
|
$5.44M
|
+$5.41M
|
+109,249
|
New
|
|
|
244
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.44M
|
+$816K
|
+16,479
|
+14%
|
|
|
245
|
WMS Partners
Towson,
Maryland
|
$5.4M
|
-$5.99M
|
-121,075
|
-53%
|
|
|
246
|
Chesley Taft & Associates
Chicago,
Illinois
|
$5.39M
|
-$11.4K
|
-230
|
-0.2%
|
|
|
247
|
Cypress Capital Group
Palm Beach,
Florida
|
$5.31M
|
-$2.33M
|
-46,974
|
-31%
|
|
|
248
|
Main Management
San Francisco,
California
|
$5.26M
|
-$156K
|
-3,160
|
-3%
|
|
|
249
|
Wharton Business Group
Malvern,
Pennsylvania
|
$5.22M
|
-$515K
|
-10,410
|
-9%
|
|
|
250
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$5.2M
|
+$2.55M
|
+51,461
|
+97%
|
|
