|
151
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.6M
|
-$59.5K
|
-322
|
-0.5%
|
|
|
152
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$12.6M
|
-$435K
|
-2,357
|
-3%
|
|
|
153
|
Congress Wealth Management
Boston,
Massachusetts
|
$12.6M
|
+$1.64M
|
+8,889
|
+15%
|
|
|
154
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$12.6M
|
–
|
–
|
–
|
|
|
155
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$12.5M
|
+$383K
|
+2,072
|
+3%
|
|
|
156
|
Pathstone Holdings
Englewood,
New Jersey
|
$12.5M
|
-$30.7K
|
-166
|
-0.2%
|
|
|
157
|
|
$12.4M
|
-$3.38M
|
-18,292
|
-21%
|
|
|
158
|
Atria Wealth Solutions
New York
|
$12.4M
|
-$1.35M
|
-7,288
|
-10%
|
|
|
159
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$12.2M
|
-$27.7K
|
-150
|
-0.2%
|
|
|
160
|
|
$12.2M
|
+$253K
|
+1,370
|
+2%
|
|
|
161
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$12.1M
|
-$330K
|
-1,784
|
-3%
|
|
|
162
|
Steward Partners Investment Advisory
New York
|
$12.1M
|
-$131K
|
-708
|
-1%
|
|
|
163
|
Tradition Wealth Management
Edina,
Minnesota
|
$12.1M
|
+$338K
|
+1,829
|
+3%
|
|
|
164
|
Prosperity Planning
Kansas City,
Missouri
|
$12M
|
-$1.05M
|
-5,688
|
-8%
|
|
|
165
|
Wharton Business Group
Malvern,
Pennsylvania
|
$12M
|
+$17.5K
|
+95
|
+0.1%
|
|
|
166
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$11.9M
|
-$547K
|
-2,959
|
-4%
|
|
|
167
|
Garde Capital
Seattle,
Washington
|
$11.6M
|
-$345K
|
-1,866
|
-3%
|
|
|
168
|
HTLF Bank
Denver,
Colorado
|
$11.6M
|
+$209K
|
+1,133
|
+2%
|
|
|
169
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$11.5M
|
–
|
–
|
–
|
|
|
170
|
Traveka Wealth
Los Altos,
California
|
$11.3M
|
+$637K
|
+3,446
|
+6%
|
|
|
171
|
Moser Wealth Advisors
Bellevue,
Washington
|
$11.3M
|
+$275K
|
+1,491
|
+2%
|
|
|
172
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$11.2M
|
+$395K
|
+2,137
|
+4%
|
|
|
173
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$11.2M
|
+$604K
|
+3,270
|
+6%
|
|
|
174
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$11.2M
|
-$1.15M
|
-6,217
|
-9%
|
|
|
175
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$11.1M
|
+$55.2K
|
+299
|
+0.5%
|
|
