|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.1M
|
+$24.6K
|
+445
|
+2%
|
|
|
102
|
Perigon Wealth Management
San Francisco,
California
|
$1.1M
|
+$1.07M
|
+19,444
|
New
|
|
|
103
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
+$1.07M
|
+19,401
|
New
|
|
|
104
|
United Capital Financial Advisors
Irving,
Texas
|
$1.07M
|
+$236K
|
+4,268
|
+29%
|
|
|
105
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.03M
|
+$301K
|
+5,452
|
+42%
|
|
|
106
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.03M
|
-$337K
|
-6,106
|
-25%
|
|
|
107
|
High Falls Advisors
Rochester,
New York
|
$992K
|
+$113K
|
+2,041
|
+13%
|
|
|
108
|
WBH Advisory
Baltimore,
Maryland
|
$970K
|
–
|
–
|
–
|
|
|
109
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$956K
|
-$5.14K
|
-93
|
-0.5%
|
|
|
110
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$938K
|
-$123K
|
-2,227
|
-12%
|
|
|
111
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$923K
|
-$75.6K
|
-1,367
|
-8%
|
|
|
112
|
Rockefeller Capital Management
New York
|
$908K
|
+$17.4K
|
+315
|
+2%
|
|
|
113
|
AE Wealth Management
Topeka,
Kansas
|
$895K
|
-$81.3K
|
-1,470
|
-8%
|
|
|
114
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$888K
|
-$67.3K
|
-1,217
|
-7%
|
|
|
115
|
Clearstead Advisors
Cleveland,
Ohio
|
$863K
|
+$847K
|
+15,323
|
New
|
|
|
116
|
PDS Planning
Dublin,
Ohio
|
$853K
|
-$78.5K
|
-1,421
|
-9%
|
|
|
117
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$825K
|
-$28.3K
|
-512
|
-3%
|
|
|
118
|
Avalon Capital Management
Port Of Redwood City,
California
|
$823K
|
-$23.7K
|
-428
|
-3%
|
|
|
119
|
Mercer Global Advisors
Denver,
Colorado
|
$792K
|
-$29.8K
|
-539
|
-4%
|
|
|
120
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$787K
|
-$76.4K
|
-1,382
|
-9%
|
|
|
121
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$784K
|
+$69.3K
|
+1,254
|
+10%
|
|
|
122
|
Oxford Financial Group
Carmel,
Indiana
|
$783K
|
+$387
|
+7
|
+0.1%
|
|
|
123
|
Trilogy Capital
Irvine,
California
|
$765K
|
-$72.5K
|
-1,312
|
-9%
|
|
|
124
|
Mariner
Overland Park,
Kansas
|
$757K
|
+$1.88K
|
+34
|
+0.3%
|
|
|
125
|
Cypress Capital
Franklin,
Tennessee
|
$753K
|
+$352K
|
+6,371
|
+91%
|
|
