|
151
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.26M
|
-$3.45K
|
-130
|
-0.2%
|
|
|
152
|
First Allied Advisory Services
San Diego,
California
|
$2.23M
|
+$188K
|
+7,090
|
+9%
|
|
|
153
|
Roundview Capital
Princeton,
New Jersey
|
$2.21M
|
+$130K
|
+4,890
|
+6%
|
|
|
154
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$2.18M
|
-$44.2K
|
-1,664
|
-2%
|
|
|
155
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.13M
|
-$298K
|
-11,226
|
-12%
|
|
|
156
|
Oppenheimer & Co
New York
|
$2.05M
|
+$1.31M
|
+49,138
|
+171%
|
|
|
157
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$2.04M
|
-$53.1K
|
-2,000
|
-3%
|
|
|
158
|
Investment Management of Virginia
Richmond,
Virginia
|
$2.03M
|
-$57.1K
|
-2,148
|
-3%
|
|
|
159
|
Rock Creek Group
Washington,
District of Columbia
|
$2.02M
|
+$2.04M
|
+76,762
|
New
|
|
|
160
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.02M
|
-$394K
|
-14,838
|
-16%
|
|
|
161
|
Ionic Capital Management
New York
|
$2M
|
+$372K
|
+14,000
|
+23%
|
|
|
162
|
HCR Wealth Advisors
Los Angeles,
California
|
$1.95M
|
+$5.31K
|
+200
|
+0.3%
|
|
|
163
|
KCM Investment Advisors
Greenbrae,
California
|
$1.94M
|
+$529K
|
+19,918
|
+37%
|
|
|
164
|
CX Institutional
Auburn,
Indiana
|
$1.92M
|
+$81.7K
|
+3,076
|
+4%
|
|
|
165
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.92M
|
+$1.7M
|
+64,144
|
+742%
|
|
|
166
|
TIAA FSB
Jacksonville,
Florida
|
$1.87M
|
+$109K
|
+4,104
|
+6%
|
|
|
167
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.85M
|
+$191K
|
+7,174
|
+11%
|
|
|
168
|
American Assets Investment Management
San Diego,
California
|
$1.84M
|
–
|
–
|
–
|
|
|
169
|
|
$1.82M
|
+$903K
|
+33,978
|
+96%
|
|
|
170
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$1.81M
|
+$8.24K
|
+310
|
+0.5%
|
|
|
171
|
ClearBridge Investments
New York
|
$1.81M
|
-$149K
|
-5,600
|
-8%
|
|
|
172
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.81M
|
+$338K
|
+12,732
|
+23%
|
|
|
173
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.76M
|
+$1.78M
|
+66,862
|
New
|
|
|
174
|
WealthSource Partners
San Luis Obispo,
California
|
$1.71M
|
+$1.73M
|
+65,098
|
New
|
|
|
175
|
Fidelity Investments
Boston,
Massachusetts
|
$1.71M
|
-$346K
|
-13,016
|
-17%
|
|
