|
151
|
Falcon Wealth Planning
Ontario,
California
|
$3.95M
|
+$3.97M
|
+64,072
|
New
|
|
|
152
|
Stifel Financial
St. Louis,
Missouri
|
$3.89M
|
-$10.1M
|
-163,356
|
-72%
|
|
|
153
|
Private Advisor Group
Morristown,
New Jersey
|
$3.83M
|
+$424K
|
+6,841
|
+12%
|
|
|
154
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$3.63M
|
+$572K
|
+9,236
|
+19%
|
|
|
155
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.48M
|
-$307K
|
-4,952
|
-8%
|
|
|
156
|
Two Sigma Securities
New York
|
$3.3M
|
+$2.38M
|
+38,483
|
+255%
|
|
|
157
|
Anchor Investment Management
Columbia,
South Carolina
|
$3.29M
|
-$236K
|
-3,805
|
-7%
|
|
|
158
|
Perigon Wealth Management
San Francisco,
California
|
$3.28M
|
+$1.35M
|
+21,848
|
+70%
|
|
|
159
|
Blue Edge Capital
Richmond,
Virginia
|
$3.26M
|
+$185K
|
+2,982
|
+6%
|
|
|
160
|
TD Private Client Wealth
New York
|
$3.17M
|
+$325K
|
+5,247
|
+11%
|
|
|
161
|
Oppenheimer & Co
New York
|
$3.17M
|
+$2.86M
|
+46,135
|
+864%
|
|
|
162
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.17M
|
-$24.8K
|
-400
|
-0.8%
|
|
|
163
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$3.17M
|
+$3.19M
|
+51,465
|
New
|
|
|
164
|
Advisory Research
Chicago,
Illinois
|
$3.17M
|
+$517K
|
+8,338
|
+19%
|
|
|
165
|
|
$3.15M
|
+$1.36M
|
+21,924
|
+75%
|
|
|
166
|
Ritholtz Wealth Management
New York
|
$3.04M
|
+$395K
|
+6,377
|
+15%
|
|
|
167
|
Unison Advisors
Washington,
District of Columbia
|
$2.92M
|
+$2.11M
|
+34,110
|
+256%
|
|
|
168
|
Community Financial Services Group
Newport,
Vermont
|
$2.88M
|
+$449K
|
+7,245
|
+18%
|
|
|
169
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.83M
|
-$54.2K
|
-875
|
-2%
|
|
|
170
|
Wind River Trust Company
Jackson,
Wyoming
|
$2.83M
|
-$6.7M
|
-108,088
|
-70%
|
|
|
171
|
Citadel Advisors
Miami,
Florida
|
$2.71M
|
-$674K
|
-10,878
|
-20%
|
|
|
172
|
Frontier Wealth Management
Kansas City,
Missouri
|
$2.69M
|
+$12.9K
|
+208
|
+0.5%
|
|
|
173
|
First Bankers Trust
Louisville,
Kentucky
|
$2.65M
|
+$323K
|
+5,213
|
+14%
|
|
|
174
|
Retirement Capital Strategies
San Jose,
California
|
$2.6M
|
-$2.45M
|
-39,486
|
-48%
|
|
|
175
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.56M
|
-$796K
|
-12,845
|
-24%
|
|
