|
126
|
Montag & Associates
Atlanta,
Georgia
|
$15.7M
|
-$600K
|
-10,384
|
-4%
|
|
|
127
|
Northwest Wealth Management
Spencer,
Iowa
|
$15.2M
|
+$137K
|
+2,379
|
+0.9%
|
|
|
128
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$15M
|
+$369K
|
+6,380
|
+3%
|
|
|
129
|
Morling Financial Advisors
Fremont,
California
|
$14.8M
|
+$414K
|
+7,171
|
+3%
|
|
|
130
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$14.7M
|
-$83.4K
|
-1,444
|
-0.6%
|
|
|
131
|
Peak Asset Management
Louisville,
Colorado
|
$14.3M
|
+$2.87M
|
+49,611
|
+25%
|
|
|
132
|
Fountainhead AM
Warren,
New Jersey
|
$14.1M
|
+$1.11M
|
+19,239
|
+9%
|
|
|
133
|
Shah Capital Management
Raleigh,
North Carolina
|
$14.1M
|
-$297K
|
-5,139
|
-2%
|
|
|
134
|
Venturi Wealth Management
Austin,
Texas
|
$13.8M
|
+$624K
|
+10,800
|
+5%
|
|
|
135
|
BNP Paribas Financial Markets
Paris,
France
|
$13.8M
|
+$13.7M
|
+237,353
|
New
|
|
|
136
|
Human Investing
Lake Oswego,
Oregon
|
$13.6M
|
+$860K
|
+14,891
|
+7%
|
|
|
137
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$13.6M
|
-$12.4M
|
-214,636
|
-48%
|
|
|
138
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$13.4M
|
-$5.06M
|
-87,504
|
-27%
|
|
|
139
|
Horizon Kinetics Asset Management
New York
|
$13.1M
|
+$518K
|
+8,966
|
+4%
|
|
|
140
|
Corient Private Wealth
Miami,
Florida
|
$13M
|
-$1.21M
|
-20,971
|
-9%
|
|
|
141
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.9M
|
-$481K
|
-8,329
|
-4%
|
|
|
142
|
Investure LLC
Charlottesville,
Virginia
|
$12.9M
|
–
|
–
|
–
|
|
|
143
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$12.7M
|
+$536K
|
+9,273
|
+4%
|
|
|
144
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$12.5M
|
+$1.02M
|
+17,713
|
+9%
|
|
|
145
|
Vise Technologies
New York
|
$12.4M
|
+$851K
|
+14,719
|
+7%
|
|
|
146
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$12.4M
|
-$14.1M
|
-243,359
|
-53%
|
|
|
147
|
Whitcomb & Hess
Ashland,
Ohio
|
$12.4M
|
+$484K
|
+8,373
|
+4%
|
|
|
148
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$12.3M
|
+$12.3M
|
+213,047
|
New
|
|
|
149
|
EPG Wealth Management
Atlanta,
Georgia
|
$12.2M
|
-$11.9M
|
-206,671
|
Closed
|
|
|
150
|
Sand Hill Global Advisors
Palo Alto,
California
|
$12.1M
|
-$2.94M
|
-50,899
|
-20%
|
|
