|
151
|
Darwin Wealth Management
Tampa,
Florida
|
$13.4M
|
+$866K
|
+15,820
|
+7%
|
|
|
152
|
Westshore Wealth
Newport Beach,
California
|
$13.3M
|
-$266K
|
-4,857
|
-2%
|
|
|
153
|
Vision Capital Management
Portland,
Oregon
|
$13.3M
|
+$13.3M
|
+243,652
|
New
|
|
|
154
|
Oppenheimer Asset Management
New York
|
$13.1M
|
+$2.49M
|
+45,372
|
+23%
|
|
|
155
|
NTV Asset Management
Charleston,
West Virginia
|
$12.7M
|
+$40.4K
|
+738
|
+0.3%
|
|
|
156
|
Fullen Financial Group
Columbus,
Ohio
|
$12.7M
|
+$275K
|
+5,013
|
+2%
|
|
|
157
|
Credit Suisse
Zurich,
Switzerland
|
$12.6M
|
+$2.62M
|
+47,803
|
+26%
|
|
|
158
|
American Portfolios Advisors
Holbrook,
New York
|
$12.5M
|
+$502K
|
+9,174
|
+4%
|
|
|
159
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$12.4M
|
+$422K
|
+7,711
|
+4%
|
|
|
160
|
PDS Planning
Dublin,
Ohio
|
$12.3M
|
+$1.31M
|
+23,993
|
+12%
|
|
|
161
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
$12.3M
|
+$1.34M
|
+24,428
|
+12%
|
|
|
162
|
Parcion Private Wealth
Bellevue,
Washington
|
$12.1M
|
-$502K
|
-9,161
|
-4%
|
|
|
163
|
Delta Asset Management
Memphis,
Tennessee
|
$12.1M
|
+$178K
|
+3,254
|
+1%
|
|
|
164
|
SP Asset Management
Cupertino,
California
|
$11.8M
|
-$3.07M
|
-56,048
|
-21%
|
|
|
165
|
Beacon Financial Group
Dallas,
Texas
|
$11.7M
|
-$155K
|
-2,834
|
-1%
|
|
|
166
|
Franklin Resources
San Mateo,
California
|
$11.6M
|
+$1.74M
|
+31,800
|
+18%
|
|
|
167
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.2M
|
-$4.11M
|
-75,109
|
-27%
|
|
|
168
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$11.1M
|
+$778K
|
+14,200
|
+8%
|
|
|
169
|
NEPC LLC
Boston,
Massachusetts
|
$11.1M
|
–
|
–
|
–
|
|
|
170
|
KLK Capital Management
Los Angeles,
California
|
$11M
|
-$304K
|
-5,550
|
-3%
|
|
|
171
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$11M
|
-$121K
|
-2,211
|
-1%
|
|
|
172
|
SteelPeak Wealth
Woodland Hills,
California
|
$10.9M
|
-$9.31M
|
-169,936
|
-46%
|
|
|
173
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$10.9M
|
–
|
–
|
–
|
|
|
174
|
Whittier Trust
South Pasadena,
California
|
$10.9M
|
-$91.8K
|
-1,676
|
-0.8%
|
|
|
175
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$10.8M
|
-$10.5M
|
-191,312
|
-49%
|
|
