|
126
|
Community Financial Services Group
Newport,
Vermont
|
$15M
|
+$565K
|
+5,105
|
+4%
|
|
|
127
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$14.8M
|
+$494K
|
+4,464
|
+3%
|
|
|
128
|
Arax Advisory Partners
Denver,
Colorado
|
$14.4M
|
+$390K
|
+3,525
|
+3%
|
|
|
129
|
Private Wealth Advisors (California)
Fresno,
California
|
$14.2M
|
-$110K
|
-997
|
-0.8%
|
|
|
130
|
|
$14.1M
|
+$6.57M
|
+59,368
|
+89%
|
|
|
131
|
Private Portfolio Partners
Paramus,
New Jersey
|
$14M
|
+$807K
|
+7,296
|
+6%
|
|
|
132
|
Atria Investments
Charlotte,
North Carolina
|
$13.8M
|
+$963K
|
+8,707
|
+8%
|
|
|
133
|
Evergreen Capital Management
Bellevue,
Washington
|
$13.7M
|
-$113K
|
-1,026
|
-0.8%
|
|
|
134
|
TimeScale Financial
Danvers,
Massachusetts
|
$13.6M
|
-$1.26M
|
-11,435
|
-9%
|
|
|
135
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$13.6M
|
+$708K
|
+6,402
|
+5%
|
|
|
136
|
Waverly Advisors
Birmingham,
Alabama
|
$13.4M
|
+$1.04M
|
+9,412
|
+8%
|
|
|
137
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$13.4M
|
-$5.22M
|
-47,177
|
-28%
|
|
|
138
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$13.1M
|
+$852K
|
+7,702
|
+7%
|
|
|
139
|
Segment Wealth Management
Houston,
Texas
|
$13M
|
+$1.96M
|
+17,754
|
+18%
|
|
|
140
|
Brio Consultants
San Francisco,
California
|
$12.9M
|
-$957K
|
-8,654
|
-7%
|
|
|
141
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$12.8M
|
-$161K
|
-1,453
|
-1%
|
|
|
142
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$12.7M
|
+$3.76M
|
+34,000
|
+43%
|
|
|
143
|
Berman Capital Advisors
Atlanta,
Georgia
|
$12.5M
|
-$232K
|
-2,101
|
-2%
|
|
|
144
|
Founders Financial Securities
Towson,
Maryland
|
$12.3M
|
-$4.44M
|
-40,119
|
-27%
|
|
|
145
|
Horizon Investments
Charlotte,
North Carolina
|
$12.3M
|
-$4.45M
|
-40,250
|
-27%
|
|
|
146
|
Manchester Capital Management
Manchester,
Vermont
|
$12.2M
|
+$2.28M
|
+20,581
|
+23%
|
|
|
147
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$12.2M
|
-$322K
|
-2,914
|
-3%
|
|
|
148
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$12.1M
|
+$513K
|
+4,637
|
+4%
|
|
|
149
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$12M
|
+$11.3M
|
+102,596
|
+1,941%
|
|
|
150
|
Avantax Advisory Services
Dallas,
Texas
|
$12M
|
+$426K
|
+3,849
|
+4%
|
|
