|
151
|
JMG Financial Group
Downers Grove,
Illinois
|
$9.3M
|
-$1.41M
|
-28,415
|
-13%
|
|
|
152
|
Stratos Investment Management
Beachwood,
Ohio
|
$9.3M
|
+$545K
|
+10,993
|
+6%
|
|
|
153
|
Apella Capital
West Hartford,
Connecticut
|
$9.28M
|
+$50.7K
|
+1,023
|
+0.5%
|
|
|
154
|
Soltis Investment Advisors
St. George,
Utah
|
$9.21M
|
-$367K
|
-7,410
|
-4%
|
|
|
155
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$9.2M
|
-$879K
|
-17,743
|
-11%
|
|
|
156
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.1M
|
+$738K
|
+14,890
|
+9%
|
|
|
157
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$9M
|
-$353K
|
-7,125
|
-4%
|
|
|
158
|
Gould Asset Management
Claremont,
California
|
$8.95M
|
-$2.55M
|
-51,554
|
-22%
|
|
|
159
|
|
$8.92M
|
-$118K
|
-2,372
|
-1%
|
|
|
160
|
Lutz Financial Services
Omaha,
Nebraska
|
$8.92M
|
-$2.71M
|
-54,687
|
-23%
|
|
|
161
|
Prosperity Planning
Kansas City,
Missouri
|
$8.89M
|
+$791K
|
+15,973
|
+9%
|
|
|
162
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$8.83M
|
+$272K
|
+5,500
|
+3%
|
|
|
163
|
Asset Dedication LLC
San Francisco,
California
|
$8.78M
|
+$9.05M
|
+182,696
|
New
|
|
|
164
|
Keystone Wealth Services
Palm Desert,
California
|
$8.77M
|
-$2.03M
|
-41,045
|
-18%
|
|
|
165
|
Oak Family Advisors
Chicago,
Illinois
|
$8.73M
|
-$2.71M
|
-54,759
|
-23%
|
|
|
166
|
Avitas Wealth Management
Los Angeles,
California
|
$8.65M
|
-$102K
|
-2,056
|
-1%
|
|
|
167
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.53M
|
-$717K
|
-14,465
|
-8%
|
|
|
168
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$8.25M
|
-$22.1M
|
-445,774
|
-72%
|
|
|
169
|
Huntington National Bank
Columbus,
Ohio
|
$8.22M
|
–
|
–
|
–
|
|
|
170
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$8.15M
|
+$1.64M
|
+33,082
|
+24%
|
|
|
171
|
WNY Asset Management
Williamsville,
New York
|
$8.09M
|
-$604K
|
-12,195
|
-7%
|
|
|
172
|
CPR Investments
Rochester,
Michigan
|
$8.09M
|
+$4.18M
|
+84,337
|
+101%
|
|
|
173
|
Minot Capital
Broomfield,
Colorado
|
$7.95M
|
–
|
–
|
–
|
|
|
174
|
LPWM LLC
Minneapolis,
Minnesota
|
$7.89M
|
-$131K
|
-2,646
|
-2%
|
|
|
175
|
Pasadena Private Wealth
Pasadena,
California
|
$7.81M
|
-$115K
|
-2,326
|
-1%
|
|
