|
151
|
Silver Coast Investments
San Diego,
United States
|
$12.6M
|
+$264K
|
+1,338
|
+2%
|
|
|
152
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$12.5M
|
-$22.8M
|
-115,668
|
-63%
|
|
|
153
|
Atomi Financial Group
New York
|
$12.5M
|
+$10.1M
|
+51,218
|
+326%
|
|
|
154
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$12.4M
|
+$267K
|
+1,353
|
+2%
|
|
|
155
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.3M
|
+$2.78M
|
+14,086
|
+27%
|
|
|
156
|
Bank of New York Mellon
New York
|
$12.3M
|
-$346K
|
-1,754
|
-3%
|
|
|
157
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.2M
|
-$535K
|
-2,706
|
-4%
|
|
|
158
|
Moser Wealth Advisors
Bellevue,
Washington
|
$12M
|
+$113K
|
+570
|
+0.9%
|
|
|
159
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$12M
|
-$945K
|
-4,782
|
-7%
|
|
|
160
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$11.9M
|
-$189K
|
-955
|
-1%
|
|
|
161
|
Advisory Services Network
Atlanta,
Georgia
|
$11.7M
|
-$2.24M
|
-11,314
|
-15%
|
|
|
162
|
Wharton Business Group
Malvern,
Pennsylvania
|
$11.6M
|
+$75.3K
|
+381
|
+0.6%
|
|
|
163
|
Ancora Advisors
Cleveland,
Ohio
|
$11.5M
|
-$161K
|
-815
|
-1%
|
|
|
164
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$11.3M
|
+$6.52K
|
+33
|
+0.1%
|
|
|
165
|
Apella Capital
West Hartford,
Connecticut
|
$11.2M
|
-$1.74M
|
-8,819
|
-12%
|
|
|
166
|
Clayton Financial Group
St. Louis,
Missouri
|
$11.1M
|
+$560K
|
+2,835
|
+5%
|
|
|
167
|
|
$11M
|
-$1.51M
|
-7,666
|
-11%
|
|
|
168
|
Garde Capital
Seattle,
Washington
|
$11M
|
-$397K
|
-2,010
|
-3%
|
|
|
169
|
Praetorian Wealth Management
Carmel,
California
|
$10.9M
|
-$61.8K
|
-313
|
-0.5%
|
|
|
170
|
&Partners
Nashville,
Tennessee
|
$10.9M
|
+$3.9M
|
+19,730
|
+51%
|
|
|
171
|
HB Wealth Management
Atlanta,
Georgia
|
$10.8M
|
+$1.9M
|
+9,635
|
+20%
|
|
|
172
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$10.8M
|
–
|
–
|
–
|
|
|
173
|
Meridian Wealth Management
Lexington,
Kentucky
|
$10.8M
|
+$748K
|
+3,787
|
+7%
|
|
|
174
|
Victory Financial Group
Austin,
Texas
|
$10.8M
|
+$1.18M
|
+5,955
|
+11%
|
|
|
175
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$10.7M
|
+$61.2K
|
+310
|
+0.5%
|
|
