|
101
|
Frank Rimerman Advisors
Palo Alto,
California
|
$3.99M
|
+$895K
|
+31,023
|
+29%
|
|
|
102
|
|
$3.9M
|
+$1.01M
|
+35,028
|
+35%
|
|
|
103
|
Retirement Capital Strategies
San Jose,
California
|
$3.87M
|
+$3.85M
|
+133,366
|
New
|
|
|
104
|
Clear Investment Research
Alpharetta,
Georgia
|
$3.76M
|
+$307K
|
+10,645
|
+9%
|
|
|
105
|
Clear Creek Financial Management
Silverdale,
Washington
|
$3.66M
|
-$101K
|
-3,491
|
-3%
|
|
|
106
|
Mariner
Overland Park,
Kansas
|
$3.62M
|
-$1.61M
|
-55,773
|
-31%
|
|
|
107
|
NBT Bank
Norwich,
New York
|
$3.62M
|
+$3.6M
|
+124,746
|
New
|
|
|
108
|
Allianz Asset Management
Munich,
Germany
|
$3.49M
|
+$1.59M
|
+55,100
|
+84%
|
|
|
109
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.46M
|
+$114K
|
+3,953
|
+3%
|
|
|
110
|
Towneley Capital Management
Laguna Hills,
California
|
$3.41M
|
+$56.6K
|
+1,963
|
+2%
|
|
|
111
|
Conning Inc
Hartford,
Connecticut
|
$3.36M
|
–
|
–
|
–
|
|
|
112
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.24M
|
+$847K
|
+29,377
|
+35%
|
|
|
113
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.15M
|
-$892K
|
-30,923
|
-22%
|
|
|
114
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.06M
|
-$469K
|
-16,275
|
-13%
|
|
|
115
|
Gries Financial
Cleveland,
Ohio
|
$2.88M
|
+$2.86M
|
+99,313
|
New
|
|
|
116
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.75M
|
+$21.2K
|
+735
|
+0.8%
|
|
|
117
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.7M
|
+$492K
|
+17,062
|
+22%
|
|
|
118
|
Denver PWM
Denver,
Colorado
|
$2.68M
|
-$13.4K
|
-465
|
-0.5%
|
|
|
119
|
Richard W. Paul & Associates
Novi,
Michigan
|
$2.64M
|
+$303K
|
+10,493
|
+13%
|
|
|
120
|
Elevated Capital Advisors
Sandy,
Utah
|
$2.63M
|
+$1.15M
|
+39,964
|
+79%
|
|
|
121
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$2.61M
|
+$2.17M
|
+75,310
|
+513%
|
|
|
122
|
Atria Wealth Solutions
New York
|
$2.59M
|
-$2.74M
|
-95,014
|
-52%
|
|
|
123
|
Iams Wealth Management
Omaha,
Nebraska
|
$2.57M
|
+$279K
|
+9,689
|
+12%
|
|
|
124
|
|
$2.53M
|
+$85.8K
|
+2,974
|
+4%
|
|
|
125
|
Accel Wealth Management
Waverly,
Iowa
|
$2.5M
|
+$36.5K
|
+1,266
|
+1%
|
|
