|
76
|
Welch & Forbes
Boston,
Massachusetts
|
$5.6M
|
-$1.68M
|
-21,012
|
-23%
|
|
|
77
|
Verition Fund Management
Greenwich,
Connecticut
|
$5.53M
|
+$5.45M
|
+68,022
|
New
|
|
|
78
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.47M
|
-$318K
|
-3,973
|
-6%
|
|
|
79
|
Atria Investments
Charlotte,
North Carolina
|
$5.43M
|
+$2.82M
|
+35,236
|
+112%
|
|
|
80
|
Morningstar Investment Management
Chicago,
Illinois
|
$5.33M
|
+$5.25M
|
+65,554
|
New
|
|
|
81
|
KLS Professional Advisors Group
New York
|
$4.98M
|
–
|
–
|
–
|
|
|
82
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.7M
|
+$31.1K
|
+388
|
+0.7%
|
|
|
83
|
M&T Bank
Buffalo,
New York
|
$4.67M
|
+$351K
|
+4,382
|
+8%
|
|
|
84
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$4.47M
|
+$4.4M
|
+54,964
|
New
|
|
|
85
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$4.44M
|
-$329K
|
-4,108
|
-7%
|
|
|
86
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$4.33M
|
+$157K
|
+1,959
|
+4%
|
|
|
87
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4.25M
|
+$103K
|
+1,285
|
+3%
|
|
|
88
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.2M
|
+$4.14M
|
+51,727
|
New
|
|
|
89
|
Coastline Trust
Providence,
Rhode Island
|
$4.05M
|
+$435K
|
+5,437
|
+12%
|
|
|
90
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3.99M
|
+$3.91M
|
+48,779
|
+16,260%
|
|
|
91
|
BCM Advisors
Lafayette,
Louisiana
|
$3.98M
|
+$195K
|
+2,441
|
+5%
|
|
|
92
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.87M
|
+$630K
|
+7,872
|
+20%
|
|
|
93
|
AJ Wealth Strategies
New York
|
$3.85M
|
-$631K
|
-7,882
|
-14%
|
|
|
94
|
Human Investing
Lake Oswego,
Oregon
|
$3.85M
|
+$3.79M
|
+47,322
|
New
|
|
|
95
|
Cetera Advisor Networks
El Segundo,
California
|
$3.71M
|
+$527K
|
+6,586
|
+17%
|
|
|
96
|
BB&T Securities
Richmond,
Virginia
|
$3.7M
|
-$770K
|
-9,621
|
-17%
|
|
|
97
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$3.59M
|
-$72.2K
|
-902
|
-2%
|
|
|
98
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.56M
|
+$2.71M
|
+33,827
|
+350%
|
|
|
99
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$3.54M
|
+$1.36M
|
+16,930
|
+64%
|
|
|
100
|
Financial Life Advisors
San Antonio,
Texas
|
$3.49M
|
-$781K
|
-9,756
|
-19%
|
|
