|
151
|
Telos Capital Management
San Diego,
California
|
$12.9M
|
+$305K
|
+6,296
|
+3%
|
|
|
152
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$12.8M
|
+$1.07M
|
+22,036
|
+9%
|
|
|
153
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$12.8M
|
+$503K
|
+10,371
|
+4%
|
|
|
154
|
Stratos Investment Management
Beachwood,
Ohio
|
$12.6M
|
+$183K
|
+3,778
|
+2%
|
|
|
155
|
MB, Levis & Associates
Center Valley,
Pennsylvania
|
$12.4M
|
+$12M
|
+246,856
|
New
|
|
|
156
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$12.3M
|
+$288K
|
+5,946
|
+2%
|
|
|
157
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$12.2M
|
+$69.4K
|
+1,431
|
+0.6%
|
|
|
158
|
Ballast Inc
Lexington,
Kentucky
|
$12.1M
|
+$718K
|
+14,792
|
+7%
|
|
|
159
|
United Capital Financial Advisors
Irving,
Texas
|
$12M
|
-$284K
|
-5,847
|
-2%
|
|
|
160
|
Executive Wealth Management
Brighton,
Michigan
|
$12M
|
+$11.1M
|
+229,664
|
+2,225%
|
|
|
161
|
JMG Financial Group
Downers Grove,
Illinois
|
$12M
|
-$452K
|
-9,310
|
-4%
|
|
|
162
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$12M
|
-$360K
|
-7,425
|
-3%
|
|
|
163
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
+$1.48M
|
+30,465
|
+15%
|
|
|
164
|
Cresset Asset Management
Chicago,
Illinois
|
$11.9M
|
+$3.06M
|
+63,109
|
+36%
|
|
|
165
|
Triune Financial Partners
Overland Park,
Kansas
|
$11.7M
|
+$2.92M
|
+60,157
|
+35%
|
|
|
166
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$11.7M
|
+$1.03M
|
+21,157
|
+10%
|
|
|
167
|
Davenport & Co
Richmond,
Virginia
|
$11.6M
|
-$239K
|
-4,928
|
-2%
|
|
|
168
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$11.5M
|
+$2.2M
|
+45,246
|
+24%
|
|
|
169
|
OLIO Financial Planning
Mclean,
Virginia
|
$11.4M
|
-$5.78M
|
-119,158
|
-34%
|
|
|
170
|
Sage Financial Management Group
Mclean,
Virginia
|
$11.4M
|
-$2.26M
|
-46,648
|
-17%
|
|
|
171
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$11.3M
|
-$239K
|
-4,925
|
-2%
|
|
|
172
|
Harrell Investment Partners
Austin,
Texas
|
$11.3M
|
-$2.07M
|
-42,763
|
-16%
|
|
|
173
|
Granby Capital Management
Miami Beach,
Florida
|
$11.2M
|
+$7.28M
|
+150,000
|
+205%
|
|
|
174
|
Tolleson Wealth Management
Dallas,
Texas
|
$11.2M
|
+$705K
|
+14,530
|
+7%
|
|
|
175
|
Country Club Bank
Kansas City,
Missouri
|
$11M
|
+$2.54M
|
+52,331
|
+31%
|
|
