|
126
|
Lodestar Private Asset Management
Alamo,
California
|
$1.64M
|
+$1.59M
|
+23,576
|
New
|
|
|
127
|
Country Club Bank
Kansas City,
Missouri
|
$1.6M
|
-$118K
|
-1,753
|
-7%
|
|
|
128
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.6M
|
+$1.54M
|
+22,915
|
New
|
|
|
129
|
Investment Partners
New Philadelphia,
Ohio
|
$1.59M
|
-$833K
|
-12,355
|
-35%
|
|
|
130
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.58M
|
+$136K
|
+2,020
|
+10%
|
|
|
131
|
Compass Advisory Group
Melville,
New York
|
$1.56M
|
+$900K
|
+13,347
|
+172%
|
|
|
132
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.55M
|
+$32K
|
+475
|
+2%
|
|
|
133
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.49M
|
-$690K
|
-10,242
|
-32%
|
|
|
134
|
Mraz Amerine & Associates
Modesto,
California
|
$1.49M
|
-$122K
|
-1,815
|
-8%
|
|
|
135
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.49M
|
+$826K
|
+12,247
|
+134%
|
|
|
136
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$1.47M
|
+$47.2K
|
+700
|
+3%
|
|
|
137
|
Northern Trust
Chicago,
Illinois
|
$1.41M
|
–
|
–
|
–
|
|
|
138
|
Creative Planning
Overland Park,
Kansas
|
$1.38M
|
-$60.6K
|
-899
|
-4%
|
|
|
139
|
Vance Wealth
Santa Clarita,
California
|
$1.38M
|
+$906K
|
+13,438
|
+211%
|
|
|
140
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.37M
|
+$331K
|
+4,910
|
+34%
|
|
|
141
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$1.37M
|
+$56.2K
|
+833
|
+4%
|
|
|
142
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.32M
|
-$86.2K
|
-1,278
|
-6%
|
|
|
143
|
WNY Asset Management
Williamsville,
New York
|
$1.31M
|
-$25.3K
|
-375
|
-2%
|
|
|
144
|
Franklin Resources
San Mateo,
California
|
$1.28M
|
+$122K
|
+1,810
|
+11%
|
|
|
145
|
Cetera Advisor Networks
El Segundo,
California
|
$1.24M
|
+$151K
|
+2,246
|
+14%
|
|
|
146
|
Natixis Advisors
Boston,
Massachusetts
|
$1.24M
|
+$492K
|
+7,295
|
+70%
|
|
|
147
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1.23M
|
+$20.1K
|
+298
|
+2%
|
|
|
148
|
Shore Point Advisors
Brielle,
New Jersey
|
$1.22M
|
+$1.19M
|
+17,589
|
New
|
|
|
149
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.11M
|
–
|
–
|
–
|
|
|
150
|
Berkeley Inc
Boise,
Idaho
|
$1.11M
|
+$24.5K
|
+363
|
+2%
|
|
