|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.08M
|
+$347K
|
+5,094
|
+21%
|
|
|
102
|
Allworth Financial
Folsom,
California
|
$2.08M
|
-$115K
|
-1,684
|
-5%
|
|
|
103
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.07M
|
+$303K
|
+4,446
|
+17%
|
|
|
104
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.03M
|
-$1.19M
|
-17,426
|
-37%
|
|
|
105
|
Lido Advisors
Los Angeles,
California
|
$2.02M
|
-$18K
|
-264
|
-0.9%
|
|
|
106
|
Rockefeller Capital Management
New York
|
$2M
|
+$507K
|
+7,451
|
+35%
|
|
|
107
|
Prentice Wealth Management
Rochester,
New York
|
$1.98M
|
+$109K
|
+1,594
|
+6%
|
|
|
108
|
Equitable Holdings
New York
|
$1.96M
|
+$124K
|
+1,814
|
+7%
|
|
|
109
|
Mutual Advisors
Omaha,
Nebraska
|
$1.96M
|
+$7.08K
|
+104
|
+0.4%
|
|
|
110
|
Institute for Wealth Management
Denver,
Colorado
|
$1.95M
|
+$404K
|
+5,936
|
+27%
|
|
|
111
|
IMA Advisory Services
Denver,
Colorado
|
$1.88M
|
+$62.3K
|
+915
|
+3%
|
|
|
112
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.83M
|
+$20.1K
|
+295
|
+1%
|
|
|
113
|
Sentinus LLC
Oak Brook,
Illinois
|
$1.82M
|
-$119K
|
-1,747
|
-6%
|
|
|
114
|
Perigon Wealth Management
San Francisco,
California
|
$1.81M
|
+$139K
|
+2,037
|
+9%
|
|
|
115
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$1.79M
|
-$42.7K
|
-627
|
-2%
|
|
|
116
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.75M
|
+$17.3K
|
+254
|
+1%
|
|
|
117
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.73M
|
+$209K
|
+3,065
|
+14%
|
|
|
118
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$1.7M
|
+$7.76K
|
+114
|
+0.5%
|
|
|
119
|
Westmount Partners
Los Angeles,
California
|
$1.69M
|
+$477K
|
+7,006
|
+41%
|
|
|
120
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.66M
|
-$77.8K
|
-1,143
|
-5%
|
|
|
121
|
|
$1.65M
|
+$788K
|
+11,570
|
+95%
|
|
|
122
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.62M
|
+$263K
|
+3,862
|
+20%
|
|
|
123
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.61M
|
+$394K
|
+5,788
|
+33%
|
|
|
124
|
Orcam Financial Group
Encinitas,
California
|
$1.49M
|
+$955K
|
+14,030
|
+188%
|
|
|
125
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$1.46M
|
-$2.11K
|
-31
|
-0.1%
|
|
