|
101
|
State Street
Boston,
Massachusetts
|
$7.7M
|
+$184K
|
+8,295
|
+2%
|
|
|
102
|
one8zero8 LLC
Greensboro,
North Carolina
|
$7.66M
|
+$205K
|
+9,204
|
+3%
|
|
|
103
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$7.55M
|
+$4.45M
|
+200,303
|
+118%
|
|
|
104
|
SFMG Wealth Advisors
Plano,
Texas
|
$7.45M
|
-$2.49M
|
-111,866
|
-23%
|
|
|
105
|
Pathstone Holdings
Englewood,
New Jersey
|
$7.36M
|
+$1.1M
|
+49,307
|
+16%
|
|
|
106
|
Romano Brothers & Co
Evanston,
Illinois
|
$7.26M
|
+$282K
|
+12,683
|
+4%
|
|
|
107
|
Mutual Advisors
Omaha,
Nebraska
|
$7.14M
|
-$181K
|
-8,158
|
-2%
|
|
|
108
|
Private Advisor Group
Morristown,
New Jersey
|
$7.08M
|
+$44K
|
+1,981
|
+0.6%
|
|
|
109
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$7.06M
|
+$2M
|
+90,123
|
+35%
|
|
|
110
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.62M
|
+$2.07M
|
+93,003
|
+40%
|
|
|
111
|
|
$6.59M
|
-$1.35M
|
-60,809
|
-16%
|
|
|
112
|
Smith Asset Management
Chiefland,
Florida
|
$6.05M
|
+$52K
|
+2,341
|
+0.8%
|
|
|
113
|
Foresight Capital Management Advisors
Saline,
Michigan
|
$5.93M
|
-$465K
|
-20,944
|
-7%
|
|
|
114
|
Sargent Investment Group
Bethesda,
Maryland
|
$5.92M
|
-$137K
|
-6,180
|
-2%
|
|
|
115
|
Independent Financial Group
San Diego,
California
|
$5.88M
|
+$202K
|
+9,086
|
+3%
|
|
|
116
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.85M
|
+$516K
|
+23,205
|
+9%
|
|
|
117
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5.74M
|
+$1.2M
|
+54,190
|
+24%
|
|
|
118
|
International Assets Investment Management
Orlando,
Florida
|
$5.56M
|
+$1.55M
|
+69,844
|
+34%
|
|
|
119
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5.44M
|
+$808K
|
+36,358
|
+16%
|
|
|
120
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.41M
|
-$60.6K
|
-2,729
|
-1%
|
|
|
121
|
Creative Planning
Overland Park,
Kansas
|
$5.39M
|
+$66.4K
|
+2,990
|
+1%
|
|
|
122
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$5.38M
|
+$40.2K
|
+1,811
|
+0.7%
|
|
|
123
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.16M
|
+$23K
|
+1,037
|
+0.4%
|
|
|
124
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
$5.15M
|
–
|
–
|
–
|
|
|
125
|
Mirador Capital Partners
Pleasanton,
California
|
$5.11M
|
-$39.4K
|
-1,773
|
-0.7%
|
|
