|
126
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$17.9M
|
-$258K
|
-11,701
|
-2%
|
|
|
127
|
Ashford Advisors
Pittsford,
New York
|
$17.8M
|
–
|
–
|
–
|
|
|
128
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$17.6M
|
-$1.51M
|
-68,415
|
-8%
|
|
|
129
|
James J. Burns & Company
Melville,
New York
|
$16.8M
|
-$327K
|
-14,824
|
-2%
|
|
|
130
|
Corient Private Wealth
Miami,
Florida
|
$16.5M
|
+$481K
|
+21,818
|
+3%
|
|
|
131
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.5M
|
+$1.05M
|
+47,749
|
+7%
|
|
|
132
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.5M
|
+$84.4K
|
+3,832
|
+0.6%
|
|
|
133
|
Focus Financial Network
Minneapolis,
Minnesota
|
$16.4M
|
-$5.42M
|
-245,935
|
-26%
|
|
|
134
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$15.8M
|
-$485K
|
-21,997
|
-3%
|
|
|
135
|
PrairieView Partners
St. Paul,
Minnesota
|
$15.6M
|
+$625K
|
+28,363
|
+5%
|
|
|
136
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.1M
|
+$1.04M
|
+47,282
|
+8%
|
|
|
137
|
Atomi Financial Group
New York
|
$15M
|
+$1.83M
|
+82,895
|
+15%
|
|
|
138
|
Lodestar Private Asset Management
Alamo,
California
|
$14.9M
|
-$92K
|
-4,176
|
-0.7%
|
|
|
139
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$14.9M
|
-$362K
|
-16,448
|
-3%
|
|
|
140
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$14.8M
|
+$16.9K
|
+767
|
+0.1%
|
|
|
141
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$14.8M
|
-$86.6K
|
-3,933
|
-0.6%
|
|
|
142
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$14.4M
|
-$6.69M
|
-303,526
|
-33%
|
|
|
143
|
Valicenti Advisory Services
Elmira,
New York
|
$14.2M
|
+$22.1K
|
+1,001
|
+0.2%
|
|
|
144
|
Blue Investment Partners
Alamo,
California
|
$13.9M
|
-$77.7K
|
-3,528
|
-0.6%
|
|
|
145
|
SigFig Wealth Management
San Francisco,
California
|
$13.9M
|
+$350K
|
+15,904
|
+3%
|
|
|
146
|
Stifel Financial
St. Louis,
Missouri
|
$13.9M
|
-$5.46M
|
-247,892
|
-30%
|
|
|
147
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$13.8M
|
+$12.8M
|
+580,237
|
New
|
|
|
148
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$13.6M
|
-$333K
|
-15,102
|
-3%
|
|
|
149
|
Zhang Financial
Portage,
Michigan
|
$13.5M
|
+$1.69M
|
+76,612
|
+16%
|
|
|
150
|
Opes Wealth Management
Menlo Park,
California
|
$13.3M
|
+$454K
|
+20,631
|
+4%
|
|
