|
151
|
Occidental Asset Management
Burlingame,
California
|
$12.7M
|
+$1.65M
|
+10,700
|
+15%
|
|
|
152
|
J.W. Cole Advisors
Tampa,
Florida
|
$12.6M
|
+$762K
|
+4,951
|
+7%
|
|
|
153
|
F3Logic
Burnsville,
Minnesota
|
$12.6M
|
-$674K
|
-4,377
|
-5%
|
|
|
154
|
Narwhal Capital Management
Marietta,
Georgia
|
$12.6M
|
+$260K
|
+1,690
|
+2%
|
|
|
155
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$12.5M
|
-$657K
|
-4,272
|
-5%
|
|
|
156
|
Avantax Advisory Services
Dallas,
Texas
|
$12.5M
|
+$4.17M
|
+27,104
|
+51%
|
|
|
157
|
WealthPLAN Partners
Omaha,
Nebraska
|
$12.4M
|
-$525K
|
-3,413
|
-4%
|
|
|
158
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$12.4M
|
+$12.9M
|
+83,890
|
New
|
|
|
159
|
Delta Investment Management
San Francisco,
California
|
$12.3M
|
+$12.2M
|
+79,272
|
New
|
|
|
160
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$12.2M
|
–
|
–
|
–
|
|
|
161
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
$11.8M
|
+$1.17M
|
+7,617
|
+11%
|
|
|
162
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11.8M
|
-$296K
|
-1,926
|
-2%
|
|
|
163
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$11.7M
|
+$13.4K
|
+87
|
+0.1%
|
|
|
164
|
MV Capital Management
Bethesda,
Maryland
|
$11.5M
|
-$23.1K
|
-150
|
-0.2%
|
|
|
165
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$11.3M
|
-$382K
|
-2,483
|
-3%
|
|
|
166
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$11.3M
|
-$1.89M
|
-12,277
|
-15%
|
|
|
167
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$11.2M
|
–
|
–
|
–
|
|
|
168
|
Atria Investments
Charlotte,
North Carolina
|
$11.1M
|
+$6.15M
|
+39,971
|
+128%
|
|
|
169
|
Peninsula Wealth
San Francisco,
California
|
$10.9M
|
+$37.2K
|
+242
|
+0.3%
|
|
|
170
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$10.9M
|
+$802K
|
+5,215
|
+8%
|
|
|
171
|
Prosperity Planning
Kansas City,
Missouri
|
$10.9M
|
–
|
–
|
–
|
|
|
172
|
Comerica Securities
Detroit,
Michigan
|
$10.7M
|
-$163K
|
-1,061
|
-2%
|
|
|
173
|
SG Americas Securities
New York
|
$10.7M
|
+$3.86M
|
+25,070
|
+57%
|
|
|
174
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.6M
|
+$1.33M
|
+8,646
|
+14%
|
|
|
175
|
ETF Portfolio Partners
Leawood,
Kansas
|
$10.6M
|
+$254K
|
+1,650
|
+2%
|
|
