|
126
|
Brookstone Capital Management
Wheaton,
Illinois
|
$29.6M
|
-$716K
|
-3,309
|
-2%
|
|
|
127
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$29.3M
|
-$8.2M
|
-37,852
|
-21%
|
|
|
128
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$28.6M
|
-$6.42M
|
-29,654
|
-18%
|
|
|
129
|
Physician Wealth Advisors
Midvale,
Utah
|
$28.5M
|
-$1.55M
|
-7,151
|
-5%
|
|
|
130
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$28.5M
|
-$697K
|
-3,219
|
-2%
|
|
|
131
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$28.5M
|
+$1.36M
|
+6,273
|
+5%
|
|
|
132
|
Security Financial Services
Fort Wayne,
Indiana
|
$28.2M
|
-$2.17M
|
-10,033
|
-7%
|
|
|
133
|
Praetorian Wealth Management
Carmel,
California
|
$27.8M
|
-$236K
|
-1,090
|
-0.8%
|
|
|
134
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$27.6M
|
+$1.75M
|
+8,068
|
+7%
|
|
|
135
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.6M
|
+$261K
|
+1,204
|
+0.9%
|
|
|
136
|
One Wealth Advisors
San Francisco,
California
|
$27.6M
|
-$623K
|
-2,875
|
-2%
|
|
|
137
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$27.4M
|
-$130K
|
-602
|
-0.5%
|
|
|
138
|
Liberty Wealth Management
Oakland,
California
|
$27.2M
|
+$4.42M
|
+20,434
|
+19%
|
|
|
139
|
Principal Securities
Des Moines,
Iowa
|
$27M
|
-$3.05M
|
-14,079
|
-10%
|
|
|
140
|
Corient Private Wealth
Miami,
Florida
|
$26.5M
|
+$626K
|
+2,890
|
+2%
|
|
|
141
|
Sentinus LLC
Oak Brook,
Illinois
|
$26.5M
|
+$1.87M
|
+8,654
|
+7%
|
|
|
142
|
KWMG LLC
Overland Park,
Kansas
|
$26.1M
|
+$882K
|
+4,074
|
+3%
|
|
|
143
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$25.9M
|
+$4.75M
|
+21,932
|
+22%
|
|
|
144
|
DDFG Inc
Thousand Oaks,
California
|
$25.9M
|
+$451K
|
+2,085
|
+2%
|
|
|
145
|
Spire Wealth Management
Mclean,
Virginia
|
$25.6M
|
-$737K
|
-3,406
|
-3%
|
|
|
146
|
Stokes Family Office
New Orleans,
Louisiana
|
$25.6M
|
-$7.23M
|
-33,372
|
-22%
|
|
|
147
|
Thoma Capital Management
Towson,
Maryland
|
$25.5M
|
+$2.34M
|
+10,803
|
+10%
|
|
|
148
|
Trek Financial
Scottsdale,
Arizona
|
$25.3M
|
-$17.5K
|
-81
|
-0.1%
|
|
|
149
|
Concurrent Investment Advisors
Tampa,
Florida
|
$25.1M
|
+$1.17M
|
+5,394
|
+5%
|
|
|
150
|
Kelly Financial Services
Braintree,
Massachusetts
|
$25.1M
|
-$2.13M
|
-9,814
|
-8%
|
|
