|
326
|
Diversify Wealth Management
Sandy,
Utah
|
$10.8M
|
+$10.4M
|
+145,033
|
New
|
|
|
327
|
Fidelity International
Hamilton,
Bermuda
|
$10.8M
|
+$575K
|
+8,029
|
+6%
|
|
|
328
|
TownSquare Capital
Provo,
Utah
|
$10.7M
|
+$4.42M
|
+61,736
|
+71%
|
|
|
329
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$10.6M
|
+$1.35M
|
+18,827
|
+15%
|
|
|
330
|
Financial & Tax Architects
St Louis,
Missouri
|
$10.6M
|
+$10.5M
|
+146,829
|
New
|
|
|
331
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$10.6M
|
+$474K
|
+6,612
|
+5%
|
|
|
332
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$10.6M
|
+$726K
|
+10,140
|
+7%
|
|
|
333
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.5M
|
-$352K
|
-4,921
|
-3%
|
|
|
334
|
Tobias Financial Advisors
Plantation,
Florida
|
$10.4M
|
-$92K
|
-1,284
|
-0.9%
|
|
|
335
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$10.3M
|
+$240K
|
+3,355
|
+2%
|
|
|
336
|
MGO Private Wealth
Irvine,
California
|
$10.2M
|
+$722K
|
+10,077
|
+8%
|
|
|
337
|
Wela Strategies
Atlanta,
Georgia
|
$10.2M
|
+$233K
|
+3,251
|
+2%
|
|
|
338
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$10.2M
|
-$12.6M
|
-175,967
|
-55%
|
|
|
339
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.2M
|
+$55.9K
|
+781
|
+0.6%
|
|
|
340
|
Modera Wealth Management
Westwood,
New Jersey
|
$10.2M
|
+$2.45M
|
+34,253
|
+32%
|
|
|
341
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$10.2M
|
+$1.15M
|
+16,009
|
+13%
|
|
|
342
|
Perigon Wealth Management
San Francisco,
California
|
$10.1M
|
-$89.4K
|
-1,248
|
-0.9%
|
|
|
343
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$10M
|
+$320K
|
+4,470
|
+3%
|
|
|
344
|
Main Management
San Francisco,
California
|
$9.86M
|
+$25.5K
|
+356
|
+0.3%
|
|
|
345
|
TD Private Client Wealth
New York
|
$9.77M
|
+$318K
|
+4,441
|
+3%
|
|
|
346
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$9.74M
|
+$9.68M
|
+135,157
|
New
|
|
|
347
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$9.7M
|
+$763K
|
+10,658
|
+9%
|
|
|
348
|
Soltis Investment Advisors
St. George,
Utah
|
$9.52M
|
+$1.21M
|
+16,945
|
+15%
|
|
|
349
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$9.48M
|
+$360K
|
+5,024
|
+4%
|
|
|
350
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$9.28M
|
+$243K
|
+3,397
|
+3%
|
|
