|
101
|
Charles Schwab
San Francisco,
California
|
$31.7M
|
+$1.54M
|
+26,317
|
+5%
|
|
|
102
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$31.5M
|
+$31.6M
|
+537,841
|
New
|
|
|
103
|
Brookstone Capital Management
Wheaton,
Illinois
|
$31M
|
+$349K
|
+5,937
|
+1%
|
|
|
104
|
Five Oceans Advisors
Santa Monica,
California
|
$30.9M
|
-$1.42M
|
-24,149
|
-4%
|
|
|
105
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$30.8M
|
-$815K
|
-13,891
|
-3%
|
|
|
106
|
Stephens Inc
Little Rock,
Arkansas
|
$30.2M
|
+$1.14M
|
+19,497
|
+4%
|
|
|
107
|
Morling Financial Advisors
Fremont,
California
|
$30.1M
|
+$2.24M
|
+38,094
|
+8%
|
|
|
108
|
Scopus Asset Management
New York
|
$30M
|
–
|
–
|
–
|
|
|
109
|
Level Financial Advisors
East Amherst,
New York
|
$29.9M
|
+$599K
|
+10,205
|
+2%
|
|
|
110
|
First National Bank of Omaha
Omaha,
Nebraska
|
$29.5M
|
+$2.43M
|
+41,426
|
+9%
|
|
|
111
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$29.3M
|
-$238K
|
-4,053
|
-0.8%
|
|
|
112
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$29.3M
|
-$261K
|
-4,438
|
-0.9%
|
|
|
113
|
Winch Advisory Services
Appleton,
Wisconsin
|
$29.2M
|
+$46.5K
|
+793
|
+0.2%
|
|
|
114
|
Cordant Inc
Portland,
Oregon
|
$28.3M
|
+$846K
|
+14,418
|
+3%
|
|
|
115
|
Wolff Financial Management
Kalamazoo,
Michigan
|
$28M
|
+$1.15M
|
+19,616
|
+4%
|
|
|
116
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$27.8M
|
+$1.44M
|
+24,547
|
+5%
|
|
|
117
|
Vernal Point Advisors
San Francisco,
California
|
$27.8M
|
-$774K
|
-13,185
|
-3%
|
|
|
118
|
Park Avenue Securities
New York
|
$27.7M
|
+$1.88M
|
+31,991
|
+7%
|
|
|
119
|
Mercer Global Advisors
Denver,
Colorado
|
$26.8M
|
-$20.3M
|
-346,538
|
-43%
|
|
|
120
|
MASECO Private Wealth
London,
|
$26M
|
-$2.53M
|
-43,096
|
-9%
|
|
|
121
|
|
$26M
|
+$26.1M
|
+444,000
|
New
|
|
|
122
|
Lido Advisors
Los Angeles,
California
|
$25.8M
|
-$407K
|
-6,926
|
-2%
|
|
|
123
|
49 Wealth Management
Austin,
Texas
|
$25.3M
|
-$28.8M
|
-491,306
|
-53%
|
|
|
124
|
Salomon & Ludwin
Richmond,
Virginia
|
$25.3M
|
+$1.61M
|
+27,414
|
+7%
|
|
|
125
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25M
|
+$16.7M
|
+284,082
|
+198%
|
|
