|
101
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.18M
|
+$333K
|
+5,803
|
+2%
|
|
|
102
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.18M
|
-$12.9K
|
-225
|
-1%
|
|
|
103
|
|
$1.14M
|
-$64.2K
|
-1,120
|
-5%
|
|
|
104
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.09M
|
-$66.6K
|
-1,161
|
-6%
|
|
|
105
|
High Falls Advisors
Rochester,
New York
|
$1.03M
|
-$15.7K
|
-274
|
-2%
|
|
|
106
|
WBH Advisory
Baltimore,
Maryland
|
$1.02M
|
–
|
–
|
–
|
|
|
107
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.01M
|
-$69K
|
-1,203
|
-7%
|
|
|
108
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$989K
|
+$17.3K
|
+301
|
+2%
|
|
|
109
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$984K
|
-$2.47K
|
-43
|
-0.3%
|
|
|
110
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$977K
|
-$28.2K
|
-491
|
-3%
|
|
|
111
|
AE Wealth Management
Topeka,
Kansas
|
$941K
|
-$745
|
-13
|
-0.1%
|
|
|
112
|
Equitable Holdings
New York
|
$936K
|
+$165K
|
+2,883
|
+22%
|
|
|
113
|
Rockefeller Capital Management
New York
|
$924K
|
-$30K
|
-524
|
-3%
|
|
|
114
|
Clearstead Advisors
Cleveland,
Ohio
|
$908K
|
–
|
–
|
–
|
|
|
115
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$896K
|
-$36.1K
|
-630
|
-4%
|
|
|
116
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$894K
|
+$25K
|
+436
|
+3%
|
|
|
117
|
PDS Planning
Dublin,
Ohio
|
$893K
|
-$4.59K
|
-80
|
-0.5%
|
|
|
118
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$827K
|
+$1.95K
|
+34
|
+0.2%
|
|
|
119
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$825K
|
-$2.58K
|
-45
|
-0.3%
|
|
|
120
|
Mercer Global Advisors
Denver,
Colorado
|
$810K
|
-$20.7K
|
-361
|
-3%
|
|
|
121
|
Summit Wealth Partners
Orlando,
Florida
|
$803K
|
+$14.2K
|
+248
|
+2%
|
|
|
122
|
Atria Wealth Solutions
New York
|
$800K
|
+$10.5K
|
+183
|
+1%
|
|
|
123
|
Mariner
Overland Park,
Kansas
|
$780K
|
-$15.9K
|
-278
|
-2%
|
|
|
124
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$779K
|
+$204K
|
+3,553
|
+37%
|
|
|
125
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$777K
|
-$7K
|
-122
|
-0.9%
|
|
