|
126
|
Alesco Advisors
Pittsford,
New York
|
$16M
|
+$872K
|
+16,518
|
+6%
|
|
|
127
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$15.9M
|
–
|
–
|
–
|
|
|
128
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$15.4M
|
+$1.56M
|
+29,580
|
+11%
|
|
|
129
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$15.1M
|
+$489K
|
+9,261
|
+3%
|
|
|
130
|
Summit Financial
Parsippany,
New Jersey
|
$15.1M
|
+$363K
|
+6,879
|
+2%
|
|
|
131
|
Summit Wealth Partners
Orlando,
Florida
|
$15M
|
+$199K
|
+3,779
|
+1%
|
|
|
132
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$14.8M
|
–
|
–
|
–
|
|
|
133
|
AE Wealth Management
Topeka,
Kansas
|
$14.7M
|
-$2.83M
|
-53,633
|
-16%
|
|
|
134
|
Black Diamond Financial
Towson,
Maryland
|
$14.7M
|
+$3.55M
|
+67,178
|
+32%
|
|
|
135
|
Parallel Advisors
San Francisco,
California
|
$14.6M
|
-$3.11M
|
-59,009
|
-18%
|
|
|
136
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.4M
|
+$3.16M
|
+59,821
|
+28%
|
|
|
137
|
TCTC Holdings
Dallas,
Texas
|
$14M
|
-$24.4K
|
-462
|
-0.2%
|
|
|
138
|
KWMG LLC
Overland Park,
Kansas
|
$13.9M
|
+$1.19M
|
+22,540
|
+9%
|
|
|
139
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$13.9M
|
+$459K
|
+8,692
|
+3%
|
|
|
140
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$13.7M
|
-$14.1M
|
-267,020
|
-100%
|
|
|
141
|
|
$13.6M
|
+$5.28M
|
+100,000
|
+64%
|
|
|
142
|
Prosperity Planning
Kansas City,
Missouri
|
$13.5M
|
+$846K
|
+16,030
|
+7%
|
|
|
143
|
Goelzer Investment Management
Carmel,
Indiana
|
$13.5M
|
+$481K
|
+9,119
|
+4%
|
|
|
144
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
$13.3M
|
-$10.6K
|
-200
|
-0.1%
|
|
|
145
|
|
$13.3M
|
-$746K
|
-14,128
|
-5%
|
|
|
146
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$13.2M
|
+$1.09M
|
+20,662
|
+9%
|
|
|
147
|
NBT Bank
Norwich,
New York
|
$13.2M
|
-$31.4K
|
-594
|
-0.2%
|
|
|
148
|
Caldwell Trust
Venice,
Florida
|
$12.9M
|
+$896K
|
+16,973
|
+7%
|
|
|
149
|
Fortis Capital Management
Bellevue,
Washington
|
$12.8M
|
+$657K
|
+12,449
|
+5%
|
|
|
150
|
Gradient Investments
Arden Hills,
Minnesota
|
$12.6M
|
-$20.7M
|
-392,396
|
-62%
|
|
