|
126
|
Ocean Park Asset Management
Santa Monica,
California
|
$79.2M
|
–
|
–
|
–
|
|
|
127
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$78.8M
|
+$28.8M
|
+596,585
|
+61%
|
|
|
128
|
Brookstone Capital Management
Wheaton,
Illinois
|
$77.1M
|
+$2.44M
|
+50,623
|
+3%
|
|
|
129
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$76.6M
|
+$825K
|
+17,076
|
+1%
|
|
|
130
|
Litman Gregory Wealth Management
Larkspur,
California
|
$75.4M
|
+$6.01M
|
+124,525
|
+9%
|
|
|
131
|
Coldstream Capital Management
Bellevue,
Washington
|
$75.1M
|
+$39.3K
|
+814
|
+0.1%
|
|
|
132
|
Monashee Investment Management
Boston,
Massachusetts
|
$73.5M
|
-$4.11M
|
-85,100
|
-5%
|
|
|
133
|
PDS Planning
Dublin,
Ohio
|
$73M
|
+$1.78M
|
+36,833
|
+3%
|
|
|
134
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$72.6M
|
+$6.11M
|
+126,561
|
+10%
|
|
|
135
|
Gilbert & Cook
West Des Moines,
Iowa
|
$71M
|
+$1.21M
|
+25,107
|
+2%
|
|
|
136
|
Choreo LLC
Rockford,
Illinois
|
$70.8M
|
-$1.99M
|
-41,209
|
-3%
|
|
|
137
|
R.M. Davis Inc
Portland,
Maine
|
$70.6M
|
+$4.25M
|
+88,048
|
+7%
|
|
|
138
|
Mission Wealth Management
Santa Barbara,
California
|
$70.5M
|
+$3.92M
|
+81,132
|
+6%
|
|
|
139
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$69.9M
|
+$18.6M
|
+386,117
|
+38%
|
|
|
140
|
Evoke Wealth
Los Angeles,
California
|
$69M
|
+$66.4M
|
+1,374,758
|
New
|
|
|
141
|
Whittier Trust
South Pasadena,
California
|
$68.7M
|
+$497K
|
+10,291
|
+0.8%
|
|
|
142
|
Pure Financial Advisors
San Diego,
California
|
$68.3M
|
-$1.18M
|
-24,412
|
-2%
|
|
|
143
|
Allspring Global Investments
Charlotte,
North Carolina
|
$68.3M
|
-$4.42M
|
-91,550
|
-6%
|
|
|
144
|
Planning Alternatives
Birmingham,
Michigan
|
$67.7M
|
-$13.8K
|
-286
|
-0%
|
|
|
145
|
CreativeOne Wealth
Overland Park,
Kansas
|
$66.5M
|
+$8.39M
|
+173,729
|
+15%
|
|
|
146
|
Beacon Pointe Advisors
Newport Beach,
California
|
$65.5M
|
-$722K
|
-14,957
|
-1%
|
|
|
147
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$64.9M
|
+$2.11M
|
+43,749
|
+4%
|
|
|
148
|
Miracle Mile Advisors
Los Angeles,
California
|
$64.4M
|
-$4.58M
|
-94,800
|
-7%
|
|
|
149
|
Legacy Private Trust
Neenah,
Wisconsin
|
$64.1M
|
+$13.7M
|
+284,259
|
+29%
|
|
|
150
|
Marcum Wealth
Cleveland,
Ohio
|
$63.9M
|
+$2.51M
|
+51,884
|
+4%
|
|
