|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.5M
|
-$158K
|
-3,203
|
-0.8%
|
|
|
102
|
Mariner
Overland Park,
Kansas
|
$19.4M
|
+$22.3K
|
+453
|
+0.1%
|
|
|
103
|
|
$19.2M
|
-$15.2K
|
-308
|
-0.1%
|
|
|
104
|
Total Wealth Planning
Cincinnati,
Ohio
|
$19M
|
+$194K
|
+3,950
|
+1%
|
|
|
105
|
Vise Technologies
New York
|
$18.9M
|
+$18.8M
|
+381,715
|
New
|
|
|
106
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$18.6M
|
-$3.98M
|
-80,851
|
-18%
|
|
|
107
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$18.5M
|
+$230K
|
+4,681
|
+1%
|
|
|
108
|
Fidelity International
Hamilton,
Bermuda
|
$18.5M
|
+$1.76M
|
+35,746
|
+11%
|
|
|
109
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$18.5M
|
+$7.63M
|
+155,046
|
+71%
|
|
|
110
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.2M
|
-$705K
|
-14,319
|
-4%
|
|
|
111
|
First Horizon Advisors
Memphis,
Tennessee
|
$17.9M
|
+$578K
|
+11,749
|
+3%
|
|
|
112
|
Financial Advisors Network
Tustin,
California
|
$17.6M
|
-$1.1M
|
-22,353
|
-6%
|
|
|
113
|
Coldstream Capital Management
Bellevue,
Washington
|
$17.6M
|
+$17.3M
|
+351,887
|
+11,214%
|
|
|
114
|
Jones Financial Companies
Des Peres,
Missouri
|
$17.5M
|
+$2.94M
|
+59,657
|
+20%
|
|
|
115
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$16.9M
|
+$602K
|
+12,237
|
+4%
|
|
|
116
|
Waterford Advisors
Orchard Park,
New York
|
$16.6M
|
-$16M
|
-325,237
|
-99%
|
|
|
117
|
Refined Wealth Management
Salt Lake City,
Utah
|
$16.6M
|
+$57.1K
|
+1,161
|
+0.3%
|
|
|
118
|
Parker Financial
Silverdale,
Washington
|
$16.5M
|
+$700K
|
+14,217
|
+4%
|
|
|
119
|
|
$15.6M
|
+$10.4M
|
+212,158
|
+207%
|
|
|
120
|
Grove Street Fiduciary
Peterborough,
New Hampshire
|
$15.6M
|
-$155K
|
-3,142
|
-1%
|
|
|
121
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$15.5M
|
+$1.26M
|
+25,561
|
+9%
|
|
|
122
|
RMR Wealth Builders
Montclair,
New Jersey
|
$15.5M
|
+$1.2M
|
+24,288
|
+8%
|
|
|
123
|
|
$15.2M
|
-$3.31M
|
-67,344
|
-18%
|
|
|
124
|
Park Avenue Securities
New York
|
$14.8M
|
+$414K
|
+8,410
|
+3%
|
|
|
125
|
Prospera Capital Management
Gilbert,
Arizona
|
$14.7M
|
+$851K
|
+17,285
|
+6%
|
|
