|
126
|
Jacobsen Capital Management
Salt Lake City,
Utah
|
$16.1M
|
+$15.8M
|
+591,828
|
New
|
|
|
127
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$16M
|
-$520K
|
-19,476
|
-3%
|
|
|
128
|
|
$15.7M
|
-$6.87M
|
-257,286
|
-31%
|
|
|
129
|
Financial Services Advisory
Rockville,
Maryland
|
$15.6M
|
+$9.01M
|
+337,476
|
+144%
|
|
|
130
|
Total Wealth Planning
Cincinnati,
Ohio
|
$15.5M
|
-$693K
|
-25,944
|
-4%
|
|
|
131
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$15.4M
|
+$492K
|
+18,432
|
+3%
|
|
|
132
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.9M
|
-$663K
|
-24,804
|
-4%
|
|
|
133
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$14.9M
|
-$3.23M
|
-120,960
|
-18%
|
|
|
134
|
MA Private Wealth
San Carlos,
California
|
$14.9M
|
-$2.07M
|
-77,604
|
-12%
|
|
|
135
|
Bessemer Group
Woodbridge,
New Jersey
|
$14.7M
|
+$9.42M
|
+352,650
|
+187%
|
|
|
136
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$14.7M
|
-$295K
|
-11,028
|
-2%
|
|
|
137
|
WealthOne
Albany,
New York
|
$14.6M
|
+$727K
|
+27,210
|
+5%
|
|
|
138
|
Avantax Advisory Services
Dallas,
Texas
|
$14.6M
|
+$2.4M
|
+89,862
|
+20%
|
|
|
139
|
NWAM LLC
Mercer Island,
Washington
|
$14.5M
|
+$1.17M
|
+43,698
|
+9%
|
|
|
140
|
TD Capital Management
Memphis,
Tennessee
|
$14.5M
|
-$98.6K
|
-3,690
|
-0.7%
|
|
|
141
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$14.5M
|
+$888K
|
+33,228
|
+7%
|
|
|
142
|
Allworth Financial
Folsom,
California
|
$14.5M
|
-$109K
|
-4,086
|
-0.8%
|
|
|
143
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$14.3M
|
+$1.6M
|
+60,078
|
+13%
|
|
|
144
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$14.1M
|
-$339K
|
-12,678
|
-2%
|
|
|
145
|
Berkshire Money Management
Dalton,
Massachusetts
|
$13.8M
|
-$147K
|
-5,508
|
-1%
|
|
|
146
|
Atria Investments
Charlotte,
North Carolina
|
$13.7M
|
+$4.79M
|
+179,220
|
+55%
|
|
|
147
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$13.7M
|
-$436K
|
-16,326
|
-3%
|
|
|
148
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.5M
|
+$1.24M
|
+46,344
|
+10%
|
|
|
149
|
SNS Financial Group
Minneapolis,
Minnesota
|
$13.5M
|
-$129K
|
-4,818
|
-1%
|
|
|
150
|
Signet Financial Management
Parsippany,
New Jersey
|
$13.5M
|
-$387K
|
-14,484
|
-3%
|
|
