|
126
|
Moser Wealth Advisors
Bellevue,
Washington
|
$8.51M
|
+$114K
|
+2,942
|
+1%
|
|
|
127
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$8.43M
|
+$8.3M
|
+214,271
|
New
|
|
|
128
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$8.41M
|
+$2.45M
|
+63,275
|
+42%
|
|
|
129
|
Quest Investment Management
Lake Oswego,
Oregon
|
$8.38M
|
+$57K
|
+1,471
|
+0.7%
|
|
|
130
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.27M
|
-$101K
|
-2,613
|
-1%
|
|
|
131
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$8.27M
|
+$8.15M
|
+210,294
|
New
|
|
|
132
|
BBVA USA
Birmingham,
Alabama
|
$8.26M
|
+$8.13M
|
+209,990
|
New
|
|
|
133
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$8.04M
|
+$635K
|
+16,398
|
+9%
|
|
|
134
|
Avantax Planning Partners
Dubuque,
Iowa
|
$7.45M
|
+$4.2M
|
+108,517
|
+134%
|
|
|
135
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$7.39M
|
+$37K
|
+956
|
+0.5%
|
|
|
136
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$7.36M
|
+$49.5K
|
+1,277
|
+0.7%
|
|
|
137
|
Park Avenue Securities
New York
|
$7.34M
|
+$592K
|
+15,285
|
+9%
|
|
|
138
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$7.32M
|
-$19.4K
|
-501
|
-0.3%
|
|
|
139
|
Ascendant Capital Management
Los Angeles,
California
|
$7.28M
|
+$581K
|
+15,000
|
+9%
|
|
|
140
|
Montecito Bank & Trust
Santa Barbara,
California
|
$7.26M
|
+$531K
|
+13,705
|
+8%
|
|
|
141
|
AE Wealth Management
Topeka,
Kansas
|
$7.25M
|
-$2.37M
|
-61,221
|
-25%
|
|
|
142
|
ClearBridge Investments
New York
|
$7.17M
|
+$434K
|
+11,200
|
+7%
|
|
|
143
|
Wedbush Securities
Los Angeles,
California
|
$7.04M
|
+$187K
|
+4,818
|
+3%
|
|
|
144
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$7.04M
|
+$347K
|
+8,958
|
+5%
|
|
|
145
|
Bank of New York Mellon
New York
|
$7.04M
|
+$2.55M
|
+65,761
|
+58%
|
|
|
146
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$7M
|
-$77.1K
|
-1,991
|
-1%
|
|
|
147
|
Cypress Wealth Services
Palm Desert,
California
|
$6.95M
|
+$66.2K
|
+1,709
|
+1%
|
|
|
148
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$6.94M
|
+$721K
|
+18,621
|
+12%
|
|
|
149
|
Perella Weinberg Partners Capital Management
New York
|
$6.94M
|
–
|
–
|
–
|
|
|
150
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.92M
|
-$15.3K
|
-394
|
-0.2%
|
|
