|
201
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.3M
|
-$7.18M
|
-78,376
|
-33%
|
|
|
202
|
Aurora Investment Managers
Naples,
Florida
|
$14.2M
|
+$13.6M
|
+147,969
|
+1,906%
|
|
|
203
|
Wealthfront Advisers
Palo Alto,
California
|
$14.1M
|
-$626K
|
-6,834
|
-4%
|
|
|
204
|
Comerica Bank
Dallas,
Texas
|
$14.1M
|
+$1.76M
|
+19,266
|
+14%
|
|
|
205
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$13.8M
|
-$24.7M
|
-269,823
|
-64%
|
|
|
206
|
First Wilshire Securities Management
Pasadena,
California
|
$13.8M
|
-$320K
|
-3,496
|
-2%
|
|
|
207
|
Hofer & Associates
Thousand Oaks,
California
|
$13.6M
|
+$2.15M
|
+23,490
|
+19%
|
|
|
208
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$13.6M
|
+$5.48M
|
+59,832
|
+68%
|
|
|
209
|
GM Advisory Group
Melville,
New York
|
$13.6M
|
+$3.97M
|
+43,330
|
+41%
|
|
|
210
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$13.5M
|
+$13.5M
|
+147,761
|
New
|
|
|
211
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$13.4M
|
+$3.26M
|
+35,567
|
+32%
|
|
|
212
|
Jim Saulnier & Associates
Fort Collins,
Colorado
|
$13.2M
|
-$6.91M
|
-75,472
|
-34%
|
|
|
213
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$13.2M
|
+$857K
|
+9,354
|
+7%
|
|
|
214
|
Norris Financial Group
Greenville,
South Carolina
|
$13.1M
|
+$2.02M
|
+22,071
|
+18%
|
|
|
215
|
Saiph Capital
Wyckoff,
New Jersey
|
$12.9M
|
-$571K
|
-6,240
|
-4%
|
|
|
216
|
Atria Investments
Charlotte,
North Carolina
|
$12.9M
|
-$10.9M
|
-118,776
|
-46%
|
|
|
217
|
Stableford Capital II
Scottsdale,
Arizona
|
$12.8M
|
+$4.98M
|
+54,410
|
+64%
|
|
|
218
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$12.8M
|
+$4.42M
|
+48,314
|
+53%
|
|
|
219
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$12.7M
|
+$10.2M
|
+111,769
|
+417%
|
|
|
220
|
Retirement Capital Strategies
San Jose,
California
|
$12.7M
|
+$12.7M
|
+138,497
|
New
|
|
|
221
|
Worth Asset Management
Dallas,
Texas
|
$12.3M
|
+$4.52M
|
+49,379
|
+58%
|
|
|
222
|
Marshfield Associates
Washington,
District of Columbia
|
$12.2M
|
+$1.01M
|
+11,014
|
+9%
|
|
|
223
|
ADAR1 Capital Management
Austin,
Texas
|
$12M
|
+$10.1M
|
+110,000
|
+505%
|
|
|
224
|
Private Advisory Group
Redmond,
Washington
|
$12M
|
+$11.4M
|
+124,853
|
+1,878%
|
|
|
225
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$12M
|
-$4.41M
|
-48,197
|
-27%
|
|
