|
126
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$13.7M
|
+$2.64M
|
+32,017
|
+24%
|
|
|
127
|
Creative Planning
Overland Park,
Kansas
|
$13.7M
|
-$971K
|
-11,765
|
-7%
|
|
|
128
|
Rockefeller Capital Management
New York
|
$13.3M
|
-$6.06M
|
-73,509
|
-31%
|
|
|
129
|
Perigon Wealth Management
San Francisco,
California
|
$13.1M
|
-$5.24M
|
-63,468
|
-29%
|
|
|
130
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$13M
|
+$2.93M
|
+35,502
|
+29%
|
|
|
131
|
Insight Wealth Strategies
San Ramon,
California
|
$12.6M
|
+$3.92M
|
+47,470
|
+46%
|
|
|
132
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$12.5M
|
+$1.17M
|
+14,186
|
+10%
|
|
|
133
|
CWA Asset Management Group
Naples,
Florida
|
$12.3M
|
+$12.2M
|
+148,443
|
New
|
|
|
134
|
Ballast Inc
Lexington,
Kentucky
|
$12.3M
|
-$218K
|
-2,648
|
-2%
|
|
|
135
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$12.3M
|
-$177K
|
-2,150
|
-1%
|
|
|
136
|
Main Management
San Francisco,
California
|
$12M
|
+$76.7K
|
+930
|
+0.6%
|
|
|
137
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12M
|
+$1.6M
|
+19,417
|
+16%
|
|
|
138
|
Brookstone Capital Management
Wheaton,
Illinois
|
$11.9M
|
+$1.04M
|
+12,609
|
+10%
|
|
|
139
|
Ted Buchan & Co
San Diego,
California
|
$11.9M
|
+$706K
|
+8,555
|
+6%
|
|
|
140
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$11.9M
|
+$398K
|
+4,823
|
+3%
|
|
|
141
|
Allspring Global Investments
Charlotte,
North Carolina
|
$11.8M
|
-$20.6M
|
-250,000
|
-64%
|
|
|
142
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$11.8M
|
-$187K
|
-2,261
|
-2%
|
|
|
143
|
Leuthold Group
Minneapolis,
Minnesota
|
$11.7M
|
-$248K
|
-3,007
|
-2%
|
|
|
144
|
Argent Advisors
Monroe,
Louisiana
|
$11.6M
|
-$43.1K
|
-523
|
-0.4%
|
|
|
145
|
NFP Retirement Inc
Aliso Viejo,
California
|
$11.5M
|
+$168K
|
+2,039
|
+1%
|
|
|
146
|
Timelo Investment Management
Aurora,
Ontario, Canada
|
$11.2M
|
-$3.71M
|
-45,000
|
-25%
|
|
|
147
|
Atria Wealth Solutions
New York
|
$11.2M
|
-$530K
|
-6,423
|
-5%
|
|
|
148
|
BlueDrive Global Investors
London,
United Kingdom
|
$10.9M
|
–
|
–
|
–
|
|
|
149
|
Financial Advocates Investment Management
Olympia,
Washington
|
$10.9M
|
+$1.64M
|
+19,837
|
+63%
|
|
|
150
|
James Investment Research
Alpha,
Ohio
|
$10.8M
|
-$291K
|
-3,531
|
-3%
|
|
