|
176
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$18.3M
|
+$480K
|
+5,562
|
+3%
|
|
|
177
|
Global Retirement Partners
San Rafael,
California
|
$17.8M
|
+$1.79M
|
+20,700
|
+11%
|
|
|
178
|
Brown Financial Advisory
Fairhope,
Alabama
|
$17.4M
|
+$1.05M
|
+12,211
|
+6%
|
|
|
179
|
Stratos Investment Management
Beachwood,
Ohio
|
$17.2M
|
+$6.41M
|
+74,307
|
+59%
|
|
|
180
|
Estate Counselors
Thiensville,
Wisconsin
|
$16.9M
|
-$7.85M
|
-90,900
|
-32%
|
|
|
181
|
Newton One Investments
Newark,
Delaware
|
$16.9M
|
+$1.41M
|
+16,380
|
+9%
|
|
|
182
|
Petix & Botte Financial
La Mesa,
California
|
$16.9M
|
+$9.05M
|
+104,869
|
+113%
|
|
|
183
|
Surevest
Los Angeles,
California
|
$16.8M
|
+$635K
|
+7,355
|
+4%
|
|
|
184
|
Trellis Advisors
Ellensburg,
Washington
|
$16.4M
|
+$586K
|
+6,789
|
+4%
|
|
|
185
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$16.3M
|
+$567K
|
+6,569
|
+4%
|
|
|
186
|
TD Private Client Wealth
New York
|
$16.2M
|
+$1.51M
|
+17,434
|
+10%
|
|
|
187
|
McNaughton Wealth Management
San Diego,
California
|
$16.1M
|
+$634K
|
+7,340
|
+4%
|
|
|
188
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16M
|
+$6.58M
|
+76,204
|
+69%
|
|
|
189
|
Lido Advisors
Los Angeles,
California
|
$16M
|
-$138K
|
-1,595
|
-0.8%
|
|
|
190
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$15.7M
|
-$98.2K
|
-1,138
|
-0.6%
|
|
|
191
|
FOCUS Wealth Advisors
Houston,
Texas
|
$15.7M
|
+$695K
|
+8,056
|
+5%
|
|
|
192
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$15.5M
|
+$38.9K
|
+451
|
+0.2%
|
|
|
193
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.5M
|
+$367K
|
+4,247
|
+2%
|
|
|
194
|
Roundview Capital
Princeton,
New Jersey
|
$15.4M
|
+$452K
|
+5,234
|
+3%
|
|
|
195
|
Ameraudi Asset Management
New York
|
$15.2M
|
+$226K
|
+2,619
|
+1%
|
|
|
196
|
Executive Wealth Management
Brighton,
Michigan
|
$15.2M
|
+$1.16M
|
+13,450
|
+8%
|
|
|
197
|
Natixis Advisors
Boston,
Massachusetts
|
$15.1M
|
-$1.58M
|
-18,281
|
-9%
|
|
|
198
|
Bank of Hawaii
Honolulu,
Hawaii
|
$15M
|
+$890K
|
+10,306
|
+6%
|
|
|
199
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$14.9M
|
+$48.3K
|
+559
|
+0.3%
|
|
|
200
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$14.9M
|
+$2.14M
|
+24,765
|
+17%
|
|
