|
151
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13.7M
|
-$344K
|
-1,678
|
-2%
|
|
|
152
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$13.7M
|
+$940K
|
+4,580
|
+7%
|
|
|
153
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$13.6M
|
-$192K
|
-937
|
-1%
|
|
|
154
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$13.6M
|
-$62.2K
|
-303
|
-0.4%
|
|
|
155
|
|
$13.5M
|
+$90.7K
|
+442
|
+0.7%
|
|
|
156
|
D.A. Davidson & Co
Great Falls,
Montana
|
$13.5M
|
-$61K
|
-297
|
-0.4%
|
|
|
157
|
Tradition Wealth Management
Edina,
Minnesota
|
$13.4M
|
+$56K
|
+273
|
+0.4%
|
|
|
158
|
Pathstone Holdings
Englewood,
New Jersey
|
$13.4M
|
-$77.4K
|
-377
|
-0.6%
|
|
|
159
|
Bank of New York Mellon
New York
|
$13.4M
|
-$392K
|
-1,911
|
-3%
|
|
|
160
|
Arvest Investments
Lowell,
Arkansas
|
$13.3M
|
-$473K
|
-2,306
|
-3%
|
|
|
161
|
|
$13.2M
|
-$52.3K
|
-255
|
-0.4%
|
|
|
162
|
Silver Coast Investments
San Diego,
United States
|
$13.2M
|
-$3.11M
|
-15,172
|
-19%
|
|
|
163
|
Congress Wealth Management
Boston,
Massachusetts
|
$12.9M
|
+$341K
|
+1,663
|
+3%
|
|
|
164
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.9M
|
+$2.97M
|
+14,492
|
+29%
|
|
|
165
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$12.9M
|
-$11.3K
|
-55
|
-0.1%
|
|
|
166
|
Moser Wealth Advisors
Bellevue,
Washington
|
$12.7M
|
+$357K
|
+1,738
|
+3%
|
|
|
167
|
Hillman Company
Pittsburgh,
Pennsylvania
|
$12.5M
|
–
|
–
|
–
|
|
|
168
|
HTLF Bank
Denver,
Colorado
|
$12.4M
|
-$168K
|
-816
|
-1%
|
|
|
169
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$12.4M
|
+$194K
|
+943
|
+2%
|
|
|
170
|
Ancora Advisors
Cleveland,
Ohio
|
$12.4M
|
+$337K
|
+1,641
|
+3%
|
|
|
171
|
Wharton Business Group
Malvern,
Pennsylvania
|
$12.3M
|
-$149K
|
-724
|
-1%
|
|
|
172
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$12.2M
|
+$110K
|
+536
|
+0.9%
|
|
|
173
|
Garde Capital
Seattle,
Washington
|
$12.1M
|
-$292K
|
-1,423
|
-2%
|
|
|
174
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$12M
|
+$225K
|
+1,098
|
+2%
|
|
|
175
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$12M
|
-$18.1K
|
-88
|
-0.1%
|
|
