|
151
|
Ameriprise
Minneapolis,
Minnesota
|
$15M
|
+$814K
|
+31,273
|
+6%
|
|
|
152
|
Valicenti Advisory Services
Elmira,
New York
|
$15M
|
+$383K
|
+14,730
|
+3%
|
|
|
153
|
IFP Advisors
Tampa,
Florida
|
$14.9M
|
+$1.76M
|
+67,758
|
+13%
|
|
|
154
|
Summit Trail Advisors
New York
|
$14.7M
|
+$9.13M
|
+350,756
|
+167%
|
|
|
155
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$14.7M
|
-$638K
|
-24,526
|
-4%
|
|
|
156
|
Opes Wealth Management
Menlo Park,
California
|
$14.6M
|
+$115K
|
+4,414
|
+0.8%
|
|
|
157
|
Stifel Financial
St. Louis,
Missouri
|
$14.5M
|
-$800K
|
-30,735
|
-5%
|
|
|
158
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$14.2M
|
-$596K
|
-22,878
|
-4%
|
|
|
159
|
Spinnaker Investment Group
Newport Beach,
California
|
$14M
|
-$327K
|
-12,575
|
-2%
|
|
|
160
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$13.9M
|
-$2.81M
|
-107,827
|
-17%
|
|
|
161
|
Passive Capital Management
Baltimore,
Maryland
|
$13.8M
|
+$55.3K
|
+2,125
|
+0.4%
|
|
|
162
|
SigFig Wealth Management
San Francisco,
California
|
$13.7M
|
-$345K
|
-13,251
|
-3%
|
|
|
163
|
TPG Advisors
Northfield,
Illinois
|
$13.6M
|
-$6.12K
|
-235
|
-0%
|
|
|
164
|
HORAN Wealth
Cincinnati,
Ohio
|
$13.6M
|
+$42K
|
+1,613
|
+0.3%
|
|
|
165
|
Leavell Investment Management
Mobile,
Alabama
|
$13.5M
|
+$4.84K
|
+186
|
+0%
|
|
|
166
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$13.4M
|
+$144K
|
+5,544
|
+1%
|
|
|
167
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13.2M
|
-$116K
|
-4,458
|
-0.9%
|
|
|
168
|
Wealthspire Advisors (New York)
New York
|
$13.1M
|
-$13.1M
|
-501,705
|
-50%
|
|
|
169
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$13.1M
|
-$2.36M
|
-90,635
|
-15%
|
|
|
170
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$13M
|
+$972K
|
+37,340
|
+8%
|
|
|
171
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.9M
|
+$233K
|
+8,953
|
+2%
|
|
|
172
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$12.9M
|
+$810K
|
+31,104
|
+7%
|
|
|
173
|
Weinberger Asset Management
Los Angeles,
California
|
$12.6M
|
-$948K
|
-36,432
|
-7%
|
|
|
174
|
TruWealth Advisors
Metairie,
Louisiana
|
$12.5M
|
+$165K
|
+6,326
|
+1%
|
|
|
175
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$12.5M
|
-$108K
|
-4,134
|
-0.9%
|
|
