|
151
|
Chicago Wealth Management
Chicago,
Illinois
|
$5.3M
|
-$170K
|
-9,874
|
-3%
|
|
|
152
|
CIBC World Market
Toronto,
Ontario, Canada
|
$5.21M
|
+$1.48M
|
+85,710
|
+45%
|
|
|
153
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$5.18M
|
+$442K
|
+25,652
|
+48%
|
|
|
154
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$5.01M
|
+$4.55M
|
+264,242
|
New
|
|
|
155
|
Money Design
Tokyo,
Japan
|
$5.01M
|
-$188K
|
-10,906
|
-4%
|
|
|
156
|
Segment Wealth Management
Houston,
Texas
|
$4.97M
|
+$4.52M
|
+262,252
|
New
|
|
|
157
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.91M
|
+$2.72M
|
+157,910
|
+156%
|
|
|
158
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.9M
|
+$1.33M
|
+77,218
|
+43%
|
|
|
159
|
WP Advisors
San Francisco,
California
|
$4.84M
|
+$656K
|
+38,062
|
+18%
|
|
|
160
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.83M
|
+$999K
|
+57,956
|
+29%
|
|
|
161
|
RNC Capital Management
Los Angeles,
California
|
$4.79M
|
+$4.36M
|
+252,832
|
New
|
|
|
162
|
Private Wealth Advisors (California)
Fresno,
California
|
$4.77M
|
+$1.21M
|
+70,238
|
+47%
|
|
|
163
|
Trust Asset Management
Houston,
Texas
|
$4.72M
|
+$979K
|
+56,834
|
+30%
|
|
|
164
|
SOL Capital Management
Rockville,
Maryland
|
$4.7M
|
+$777K
|
+45,100
|
+22%
|
|
|
165
|
Moulton Wealth Management
Spokane,
Washington
|
$4.65M
|
+$3.81M
|
+221,262
|
New
|
|
|
166
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$4.62M
|
–
|
–
|
–
|
|
|
167
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.62M
|
+$3M
|
+173,828
|
+249%
|
|
|
168
|
Winton Group
London,
United Kingdom
|
$4.6M
|
-$4.72M
|
-274,188
|
-53%
|
|
|
169
|
Falcon Wealth Planning
Ontario,
California
|
$4.6M
|
+$4.18M
|
+242,644
|
New
|
|
|
170
|
Univest Financial
Souderton,
Pennsylvania
|
$4.57M
|
-$1.28M
|
-74,426
|
-24%
|
|
|
171
|
Dowling & Yahnke
San Diego,
California
|
$4.57M
|
-$762K
|
-44,240
|
-16%
|
|
|
172
|
Rockefeller Capital Management
New York
|
$4.49M
|
+$1.28M
|
+74,292
|
+46%
|
|
|
173
|
Prudent Investors Network
Lake Forest,
California
|
$4.42M
|
+$105K
|
+6,076
|
+3%
|
|
|
174
|
Simplex Trading
Chicago,
Illinois
|
$4.38M
|
+$2.89M
|
+167,894
|
+265%
|
|
|
175
|
Creative Planning
Overland Park,
Kansas
|
$4.36M
|
-$238K
|
-13,788
|
-6%
|
|
