|
226
|
Concurrent Investment Advisors
Tampa,
Florida
|
$17.2M
|
+$12M
|
+119,450
|
+233%
|
|
|
227
|
PFG Advisors
Phoenix,
Arizona
|
$17.1M
|
+$7.08M
|
+70,455
|
+71%
|
|
|
228
|
Scotia Capital
Toronto,
Ontario, Canada
|
$17.1M
|
-$4.25M
|
-42,230
|
-20%
|
|
|
229
|
Axxcess Wealth Management
Carlsbad,
California
|
$16.9M
|
-$48.6M
|
-483,074
|
-74%
|
|
|
230
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$16.6M
|
-$88.7K
|
-882
|
-0.5%
|
|
|
231
|
Zuckerman Investment Group
Chicago,
Illinois
|
$16.5M
|
+$16.5M
|
+164,331
|
New
|
|
|
232
|
Corient Private Wealth
Miami,
Florida
|
$16.3M
|
-$6.31M
|
-62,819
|
-28%
|
|
|
233
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.3M
|
+$7.22M
|
+71,818
|
+80%
|
|
|
234
|
Pecaut & Co
Sioux City,
Iowa
|
$16.2M
|
-$8.96M
|
-89,179
|
-36%
|
|
|
235
|
Kennicott Capital Management
Corte Madera,
California
|
$15.8M
|
+$963K
|
+9,575
|
+6%
|
|
|
236
|
Bank of New York Mellon
New York
|
$15.7M
|
+$2.16M
|
+21,454
|
+16%
|
|
|
237
|
Vise Technologies
New York
|
$15.6M
|
–
|
–
|
–
|
|
|
238
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$15.4M
|
+$5.1M
|
+50,735
|
+50%
|
|
|
239
|
Leavell Investment Management
Mobile,
Alabama
|
$15.4M
|
-$626K
|
-6,223
|
-4%
|
|
|
240
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$15.3M
|
+$3.5M
|
+34,826
|
+30%
|
|
|
241
|
&Partners
Nashville,
Tennessee
|
$15.2M
|
+$6.25M
|
+62,196
|
+84%
|
|
|
242
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$15.1M
|
-$973K
|
-9,678
|
-6%
|
|
|
243
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$15.1M
|
-$2.51M
|
-24,995
|
-14%
|
|
|
244
|
Central Trust Company
Jefferson City,
Missouri
|
$15.1M
|
+$1.41M
|
+14,035
|
+10%
|
|
|
245
|
Apriem Advisors
Irvine,
California
|
$14.9M
|
+$14.9M
|
+147,853
|
New
|
|
|
246
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$14.8M
|
-$2.44M
|
-24,278
|
-14%
|
|
|
247
|
Crown Wealth Group
Charlotte,
North Carolina
|
$14.7M
|
+$3.79M
|
+37,677
|
+35%
|
|
|
248
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$14.7M
|
+$70.2K
|
+698
|
+0.5%
|
|
|
249
|
Heritage Wealth Management (California)
San Diego,
California
|
$14.7M
|
+$9.48M
|
+94,260
|
+183%
|
|
|
250
|
RMR Capital Management
Tustin,
California
|
$14.6M
|
-$589K
|
-5,858
|
-4%
|
|
