|
151
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$511K
|
–
|
–
|
–
|
|
|
152
|
Moseley Investment Management
Bradenton,
Florida
|
$504K
|
+$495K
|
+14,743
|
New
|
|
|
153
|
D.A. Davidson & Co
Great Falls,
Montana
|
$491K
|
-$67.7K
|
-2,016
|
-12%
|
|
|
154
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$475K
|
+$202K
|
+6,000
|
+76%
|
|
|
155
|
Highland Private Wealth Management
Bellevue,
Washington
|
$467K
|
-$113K
|
-3,350
|
-20%
|
|
|
156
|
PrairieView Partners
St. Paul,
Minnesota
|
$461K
|
-$104K
|
-3,096
|
-19%
|
|
|
157
|
Founders Financial Securities
Towson,
Maryland
|
$453K
|
+$224K
|
+6,662
|
+101%
|
|
|
158
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$451K
|
–
|
–
|
–
|
|
|
159
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$451K
|
+$443K
|
+13,200
|
New
|
|
|
160
|
Western Wealth Management
Golden,
Colorado
|
$450K
|
+$14.4K
|
+430
|
+3%
|
|
|
161
|
Snowden Capital Advisors
New York
|
$441K
|
-$7.32K
|
-218
|
-2%
|
|
|
162
|
Principal Financial Group
Des Moines,
Iowa
|
$423K
|
-$118K
|
-3,504
|
-22%
|
|
|
163
|
BB&T Securities
Richmond,
Virginia
|
$399K
|
+$134K
|
+3,990
|
+52%
|
|
|
164
|
Global Retirement Partners
San Rafael,
California
|
$368K
|
+$35.2K
|
+1,047
|
+11%
|
|
|
165
|
BHK Investment Advisors
Birmingham,
Alabama
|
$359K
|
–
|
–
|
–
|
|
|
166
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$350K
|
-$12.2M
|
-364,226
|
-97%
|
|
|
167
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$340K
|
+$169K
|
+5,027
|
+102%
|
|
|
168
|
Stringer Asset Management
Memphis,
Tennessee
|
$336K
|
-$71.2K
|
-2,121
|
-18%
|
|
|
169
|
Cetera Advisor Networks
El Segundo,
California
|
$332K
|
-$3.19K
|
-95
|
-1%
|
|
|
170
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$330K
|
+$325K
|
+9,661
|
New
|
|
|
171
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$325K
|
-$57.4K
|
-1,710
|
-15%
|
|
|
172
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$318K
|
–
|
–
|
–
|
|
|
173
|
Whittier Trust
South Pasadena,
California
|
$318K
|
+$370
|
+11
|
+0.1%
|
|
|
174
|
KeyBank National Association
Cleveland,
Ohio
|
$314K
|
+$55.5K
|
+1,651
|
+22%
|
|
|
175
|
WealthPLAN Partners
Omaha,
Nebraska
|
$306K
|
-$19.4K
|
-578
|
-6%
|
|
