|
126
|
SCS Capital Management
Boston,
Massachusetts
|
$22M
|
-$318K
|
-3,352
|
-1%
|
|
|
127
|
Perigon Wealth Management
San Francisco,
California
|
$21.9M
|
-$71.5K
|
-752
|
-0.3%
|
|
|
128
|
Anchor Investment Management
Columbia,
South Carolina
|
$21.3M
|
-$987K
|
-10,392
|
-4%
|
|
|
129
|
Financial Perspectives
Minneapolis,
Minnesota
|
$21M
|
+$122K
|
+1,288
|
+0.6%
|
|
|
130
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$20.8M
|
-$142K
|
-1,496
|
-0.7%
|
|
|
131
|
Welch Capital Partners
Harrison,
New York
|
$20.6M
|
–
|
–
|
–
|
|
|
132
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$20.5M
|
+$1.65M
|
+17,368
|
+9%
|
|
|
133
|
Redstone Wealth Management
Oklahoma City,
Oklahoma
|
$20.5M
|
+$20.7M
|
+217,496
|
New
|
|
|
134
|
Concurrent Investment Advisors
Tampa,
Florida
|
$20.4M
|
+$886K
|
+9,328
|
+4%
|
|
|
135
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$20M
|
-$41K
|
-432
|
-0.2%
|
|
|
136
|
World Investment Advisors
Santa Barbara,
California
|
$19.8M
|
+$13.5M
|
+142,216
|
+210%
|
|
|
137
|
Oppenheimer & Co
New York
|
$19.8M
|
+$810K
|
+8,520
|
+4%
|
|
|
138
|
Founders Grove Wealth Partners
Richmond,
Virginia
|
$19.6M
|
-$951K
|
-10,008
|
-5%
|
|
|
139
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$19.6M
|
-$303K
|
-3,184
|
-2%
|
|
|
140
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$19.2M
|
-$71.5K
|
-752
|
-0.4%
|
|
|
141
|
Karpus Investment Management
Pittsford,
New York
|
$18.8M
|
-$399K
|
-4,200
|
-2%
|
|
|
142
|
KTF Investments
Seal Beach,
California
|
$18.7M
|
+$18.9M
|
+198,496
|
New
|
|
|
143
|
Simon Quick Advisors
Morristown,
New Jersey
|
$18.5M
|
+$63.1K
|
+664
|
+0.3%
|
|
|
144
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$18.4M
|
-$1.09M
|
-11,488
|
-6%
|
|
|
145
|
NRI Wealth Management
Santa Clara,
California
|
$18.3M
|
+$113K
|
+1,192
|
+0.6%
|
|
|
146
|
Wheelhouse Advisory Group
St. Louis,
Missouri
|
$17.9M
|
-$68.4K
|
-720
|
-0.4%
|
|
|
147
|
MGO One Seven
Beachwood,
Ohio
|
$17.8M
|
-$220K
|
-2,320
|
-1%
|
|
|
148
|
Main Management
San Francisco,
California
|
$17.7M
|
+$837K
|
+8,808
|
+5%
|
|
|
149
|
Leeward Financial Partners
Bellevue,
Washington
|
$17.7M
|
-$206K
|
-2,168
|
-1%
|
|
|
150
|
Natixis Advisors
Boston,
Massachusetts
|
$17.6M
|
+$450K
|
+4,736
|
+3%
|
|
