|
126
|
MA Private Wealth
San Carlos,
California
|
$12.4M
|
+$7.13K
|
+63
|
+0.1%
|
|
|
127
|
Lutz Financial Services
Omaha,
Nebraska
|
$12.4M
|
+$412K
|
+3,641
|
+3%
|
|
|
128
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$12.4M
|
-$2.74M
|
-24,165
|
-17%
|
|
|
129
|
|
$12.2M
|
+$300K
|
+2,648
|
+2%
|
|
|
130
|
Raymond James Trust
St. Petersburg,
Florida
|
$11.6M
|
+$41.8K
|
+369
|
+0.3%
|
|
|
131
|
Columbia Advisory Partners
Spokane,
Washington
|
$11.5M
|
-$290K
|
-2,563
|
-2%
|
|
|
132
|
TPB Wealth Advisors
San Antonio,
Texas
|
$11.4M
|
+$641K
|
+5,663
|
+5%
|
|
|
133
|
Charles Schwab Trust
Henderson,
Nevada
|
$11.4M
|
-$441K
|
-3,896
|
-3%
|
|
|
134
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$11.3M
|
-$116K
|
-1,026
|
-0.9%
|
|
|
135
|
Fifth Third Securities
Cincinnati,
Ohio
|
$11.2M
|
+$16.9K
|
+149
|
+0.1%
|
|
|
136
|
Oppenheimer & Co
New York
|
$11M
|
+$5.81M
|
+51,331
|
+96%
|
|
|
137
|
Citadel Advisors
Miami,
Florida
|
$11M
|
+$4.56M
|
+40,253
|
+63%
|
|
|
138
|
West Financial Advisors
Des Moines,
Iowa
|
$10.9M
|
-$287K
|
-2,532
|
-2%
|
|
|
139
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$10.8M
|
+$521K
|
+4,598
|
+5%
|
|
|
140
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$10.7M
|
-$2.72M
|
-24,000
|
-19%
|
|
|
141
|
Royal Fund Management
Lady Lake,
Florida
|
$10.7M
|
+$3.74M
|
+33,045
|
+48%
|
|
|
142
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$10.6M
|
-$17K
|
-150
|
-0.1%
|
|
|
143
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.5M
|
+$198K
|
+1,747
|
+2%
|
|
|
144
|
ProVise Management Group
Clearwater,
Florida
|
$10.5M
|
-$2.08M
|
-18,405
|
-16%
|
|
|
145
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$10.5M
|
-$35.7K
|
-315
|
-0.3%
|
|
|
146
|
GW & Wade
Wellesley,
Massachusetts
|
$10.4M
|
-$1.3M
|
-11,465
|
-10%
|
|
|
147
|
Global Endowment Management
Charlotte,
North Carolina
|
$10.4M
|
–
|
–
|
–
|
|
|
148
|
Atria Investments
Charlotte,
North Carolina
|
$10.4M
|
-$7.51M
|
-66,284
|
-40%
|
|
|
149
|
Advisornet Financial
Minnetonka,
Minnesota
|
$10.4M
|
+$496K
|
+4,378
|
+5%
|
|
|
150
|
Alpha Cubed Investments
Irvine,
California
|
$10.3M
|
-$2.03M
|
-17,932
|
-15%
|
|
