|
151
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$14M
|
+$101K
|
+1,785
|
+0.7%
|
|
|
152
|
Trinity Legacy Partners
Houston,
Texas
|
$13.9M
|
+$434K
|
+7,688
|
+3%
|
|
|
153
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$13.8M
|
-$172K
|
-3,044
|
-1%
|
|
|
154
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$13.6M
|
-$9.99M
|
-176,948
|
-42%
|
|
|
155
|
Fermata Advisors
Sonoma,
California
|
$13.6M
|
-$190K
|
-3,368
|
-1%
|
|
|
156
|
Kingswood Wealth Advisors
San Diego,
California
|
$13.4M
|
+$482K
|
+8,528
|
+4%
|
|
|
157
|
John A. Wolfe & Associates
Portage,
Michigan
|
$13.2M
|
+$1.5M
|
+26,615
|
+13%
|
|
|
158
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$13M
|
-$1.4M
|
-24,832
|
-10%
|
|
|
159
|
MTM Financial Group
Bethlehem,
Pennsylvania
|
$12.9M
|
+$1.13M
|
+19,957
|
+10%
|
|
|
160
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$12.8M
|
-$3.02M
|
-53,509
|
-19%
|
|
|
161
|
Westwood Holdings Group
Dallas,
Texas
|
$12.7M
|
+$216K
|
+3,825
|
+2%
|
|
|
162
|
Community Bank
Dewitt,
New York
|
$12.7M
|
+$7.91K
|
+140
|
+0.1%
|
|
|
163
|
Investment Advisory Services
The Woodlands,
Texas
|
$12.6M
|
-$2.29M
|
-40,556
|
-15%
|
|
|
164
|
Wedbush Securities
Los Angeles,
California
|
$12.6M
|
+$817K
|
+14,474
|
+7%
|
|
|
165
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$12.6M
|
+$198K
|
+3,507
|
+2%
|
|
|
166
|
Natixis Advisors
Boston,
Massachusetts
|
$12.3M
|
+$3.41M
|
+60,321
|
+38%
|
|
|
167
|
Financial Guidance Group
Palm Harbor,
Florida
|
$12.3M
|
-$384K
|
-6,796
|
-3%
|
|
|
168
|
Concurrent Investment Advisors
Tampa,
Florida
|
$12.2M
|
+$2.98M
|
+52,719
|
+32%
|
|
|
169
|
Allen Capital Group
Grand Island,
Nebraska
|
$12.2M
|
-$1.59M
|
-28,148
|
-11%
|
|
|
170
|
Summit Financial
Parsippany,
New Jersey
|
$12.2M
|
-$1.32M
|
-23,312
|
-10%
|
|
|
171
|
Belpointe Asset Management
Reno,
Nevada
|
$12.2M
|
+$984K
|
+17,428
|
+9%
|
|
|
172
|
NFP Retirement Inc
Aliso Viejo,
California
|
$11.9M
|
+$834K
|
+14,761
|
+8%
|
|
|
173
|
Valmark Advisers
Akron,
Ohio
|
$11.8M
|
+$3.66M
|
+64,836
|
+45%
|
|
|
174
|
UMB Bank
Kansas City,
Missouri
|
$11.8M
|
-$114K
|
-2,021
|
-1%
|
|
|
175
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$11.8M
|
-$1.44M
|
-25,469
|
-11%
|
|
