|
76
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$21.3M
|
-$4.23M
|
-86,974
|
-17%
|
|
|
77
|
CX Institutional
Auburn,
Indiana
|
$20.9M
|
-$551K
|
-11,325
|
-3%
|
|
|
78
|
Venturi Wealth Management
Austin,
Texas
|
$20.3M
|
+$1.06M
|
+21,732
|
+6%
|
|
|
79
|
Evolution Advisers
Richmond,
Virginia
|
$20M
|
+$1.37M
|
+28,178
|
+7%
|
|
|
80
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$20M
|
+$1.98M
|
+40,752
|
+11%
|
|
|
81
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.8M
|
+$216K
|
+4,435
|
+1%
|
|
|
82
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.5M
|
-$17M
|
-349,475
|
-47%
|
|
|
83
|
|
$18.8M
|
+$915K
|
+18,784
|
+5%
|
|
|
84
|
Atria Investments
Charlotte,
North Carolina
|
$18.7M
|
-$545K
|
-11,204
|
-3%
|
|
|
85
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$18.6M
|
+$18.6M
|
+383,048
|
New
|
|
|
86
|
First Horizon Advisors
Memphis,
Tennessee
|
$18.3M
|
+$387K
|
+7,946
|
+2%
|
|
|
87
|
Refined Wealth Management
Salt Lake City,
Utah
|
$18.3M
|
-$44.6K
|
-917
|
-0.2%
|
|
|
88
|
Avior Wealth Management
Omaha,
Nebraska
|
$18.2M
|
+$1.41M
|
+28,957
|
+8%
|
|
|
89
|
Hassell Wealth Management
Houma,
Louisiana
|
$18.2M
|
+$17.9M
|
+367,374
|
New
|
|
|
90
|
|
$17.7M
|
-$99.3M
|
-2,038,657
|
-85%
|
|
|
91
|
Helen Stephens Group
Fort Worth,
Texas
|
$17.7M
|
+$1.14M
|
+23,338
|
+7%
|
|
|
92
|
Rappaport Reiches Capital Management
Skokie`,
Illinois
|
$17.4M
|
+$542K
|
+11,125
|
+3%
|
|
|
93
|
Clark Asset Management
Stratham,
New Hampshire
|
$17.2M
|
+$1.48M
|
+30,299
|
+9%
|
|
|
94
|
Wiser Wealth Management
Marietta,
Georgia
|
$17M
|
+$155K
|
+3,184
|
+0.9%
|
|
|
95
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$16.8M
|
+$1.85M
|
+38,053
|
+12%
|
|
|
96
|
|
$16.7M
|
+$285K
|
+5,849
|
+2%
|
|
|
97
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$16.7M
|
+$1.5M
|
+30,889
|
+10%
|
|
|
98
|
Total Wealth Planning
Cincinnati,
Ohio
|
$16M
|
-$182K
|
-3,735
|
-1%
|
|
|
99
|
Mariner
Overland Park,
Kansas
|
$15.8M
|
+$474K
|
+9,733
|
+3%
|
|
|
100
|
Vise Technologies
New York
|
$15.4M
|
+$2.08M
|
+42,740
|
+16%
|
|
