|
126
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.67M
|
-$594K
|
-7,468
|
-7%
|
|
|
127
|
Morningstar Investment Services
Chicago,
Illinois
|
$7.53M
|
+$349K
|
+4,388
|
+5%
|
|
|
128
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$7.47M
|
-$21.3K
|
-268
|
-0.3%
|
|
|
129
|
Capital One National Association
New York
|
$7.45M
|
+$3.87M
|
+48,701
|
+109%
|
|
|
130
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$7.36M
|
+$278K
|
+3,499
|
+4%
|
|
|
131
|
Berkshire Money Management
Dalton,
Massachusetts
|
$7.18M
|
-$240K
|
-3,019
|
-3%
|
|
|
132
|
Roundview Capital
Princeton,
New Jersey
|
$7.15M
|
+$502K
|
+6,309
|
+8%
|
|
|
133
|
Boston Financial Management
Boston,
Massachusetts
|
$7.06M
|
+$40.2K
|
+505
|
+0.6%
|
|
|
134
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$7.03M
|
+$7.01M
|
+88,105
|
New
|
|
|
135
|
Steward Partners Investment Advisory
New York
|
$6.92M
|
+$2.17M
|
+27,299
|
+46%
|
|
|
136
|
Brave Asset Management
Summit,
New Jersey
|
$6.91M
|
+$6.89M
|
+86,630
|
New
|
|
|
137
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.78M
|
+$54.4K
|
+684
|
+0.8%
|
|
|
138
|
Edge Asset Management
Seattle,
Washington
|
$6.73M
|
-$9.2M
|
-115,648
|
-58%
|
|
|
139
|
Country Club Trust
Kansas City,
Missouri
|
$6.71M
|
+$6.7M
|
+84,189
|
New
|
|
|
140
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$6.54M
|
+$603K
|
+7,580
|
+10%
|
|
|
141
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$6.52M
|
+$6.51M
|
+81,793
|
New
|
|
|
142
|
WESCAP Management Group
Glendale,
California
|
$6.49M
|
+$6.47M
|
+81,339
|
New
|
|
|
143
|
Parkside Advisors
Berkeley,
California
|
$6.41M
|
+$247K
|
+3,103
|
+4%
|
|
|
144
|
ALPS Advisors
Denver,
Colorado
|
$6.14M
|
+$3.58K
|
+45
|
+0.1%
|
|
|
145
|
Occidental Asset Management
Burlingame,
California
|
$6.09M
|
+$886K
|
+11,133
|
+17%
|
|
|
146
|
Lazard Asset Management
New York
|
$5.96M
|
–
|
–
|
–
|
|
|
147
|
Parsons Capital Management
Providence,
Rhode Island
|
$5.96M
|
+$252K
|
+3,163
|
+4%
|
|
|
148
|
KDI Capital Partners
Raleigh,
North Carolina
|
$5.94M
|
-$601K
|
-7,554
|
-9%
|
|
|
149
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$5.66M
|
-$510K
|
-6,408
|
-8%
|
|
|
150
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$5.46M
|
-$1.89M
|
-23,800
|
-26%
|
|
