|
126
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$8.87M
|
+$223K
|
+18,960
|
+3%
|
|
|
127
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.67M
|
+$195K
|
+16,530
|
+2%
|
|
|
128
|
WealthSource Partners
San Luis Obispo,
California
|
$8.65M
|
+$800K
|
+67,926
|
+10%
|
|
|
129
|
Alpha Capital Management
Austin,
Texas
|
$8.64M
|
+$40.7K
|
+3,450
|
+0.5%
|
|
|
130
|
Tradewinds Capital Management
Bellingham,
Washington
|
$8.58M
|
-$5.66M
|
-479,910
|
-40%
|
|
|
131
|
MAI Capital Management
Independence,
Ohio
|
$8.5M
|
+$631K
|
+53,526
|
+8%
|
|
|
132
|
Trinity Legacy Partners
Houston,
Texas
|
$8.45M
|
-$301K
|
-25,530
|
-3%
|
|
|
133
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$8.45M
|
-$274K
|
-23,280
|
-3%
|
|
|
134
|
Cypress Wealth Services
Palm Desert,
California
|
$8.07M
|
+$1.33M
|
+113,172
|
+20%
|
|
|
135
|
Newport Wealth Strategies
Irvine,
California
|
$8.03M
|
+$1.16M
|
+98,580
|
+17%
|
|
|
136
|
First National Corp
Rockland,
Massachusetts
|
$7.84M
|
-$5.37K
|
-456
|
-0.1%
|
|
|
137
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7.83M
|
-$1.53M
|
-129,894
|
-16%
|
|
|
138
|
Kalos Management
Alpharetta,
Georgia
|
$7.83M
|
+$1.38M
|
+116,826
|
+23%
|
|
|
139
|
|
$7.6M
|
+$7.58M
|
+642,888
|
New
|
|
|
140
|
Phocas Financial Corp
Alameda,
California
|
$7.57M
|
–
|
–
|
–
|
|
|
141
|
FDx Advisors
Chicago,
Illinois
|
$7.42M
|
+$129K
|
+10,986
|
+2%
|
|
|
142
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$7.25M
|
+$82.8K
|
+7,026
|
+1%
|
|
|
143
|
Omega Financial Group
Santa Barbara,
California
|
$7.19M
|
+$819K
|
+69,468
|
+13%
|
|
|
144
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$7.18M
|
-$413K
|
-35,034
|
-5%
|
|
|
145
|
Destination Wealth Management
Walnut Creek,
California
|
$7.12M
|
+$29.7K
|
+2,520
|
+0.4%
|
|
|
146
|
Strategic Financial Services
Utica,
New York
|
$7M
|
+$109K
|
+9,276
|
+2%
|
|
|
147
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$6.96M
|
+$160K
|
+13,572
|
+2%
|
|
|
148
|
North Star Asset Management
Neenah,
Wisconsin
|
$6.96M
|
+$969K
|
+82,206
|
+16%
|
|
|
149
|
QCI Asset Management
Pittsford,
New York
|
$6.82M
|
+$108K
|
+9,174
|
+2%
|
|
|
150
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$6.67M
|
-$562K
|
-47,712
|
-8%
|
|
