|
151
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.9M
|
+$525K
|
+6,733
|
+3%
|
|
|
152
|
M&T Bank
Buffalo,
New York
|
$17.8M
|
+$4.21M
|
+54,004
|
+31%
|
|
|
153
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$17.8M
|
-$7.91M
|
-101,366
|
-31%
|
|
|
154
|
Silver Oak Advisory Group
Portland,
Oregon
|
$17.8M
|
+$363K
|
+4,655
|
+2%
|
|
|
155
|
Tillman Hartley LLC
Denver,
Colorado
|
$17.8M
|
+$694K
|
+8,890
|
+4%
|
|
|
156
|
Brookstone Capital Management
Wheaton,
Illinois
|
$17.7M
|
+$2.62M
|
+33,555
|
+17%
|
|
|
157
|
Forza Wealth Management
Sarasota,
Florida
|
$17.6M
|
+$8.93M
|
+114,461
|
+103%
|
|
|
158
|
Your Advocates Ltd
Houston,
Texas
|
$17.4M
|
+$930K
|
+11,919
|
+6%
|
|
|
159
|
NWAM LLC
Mercer Island,
Washington
|
$17.4M
|
-$1.23M
|
-15,797
|
-7%
|
|
|
160
|
United Services Automobile Association
San Antonio,
Texas
|
$17M
|
+$5.84M
|
+74,781
|
+52%
|
|
|
161
|
TD Private Client Wealth
New York
|
$16.9M
|
+$672K
|
+8,608
|
+4%
|
|
|
162
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$16.8M
|
+$871K
|
+11,158
|
+5%
|
|
|
163
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$16.7M
|
+$2.25M
|
+28,847
|
+16%
|
|
|
164
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$16.7M
|
+$1.14M
|
+14,555
|
+7%
|
|
|
165
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$16.3M
|
-$4.3M
|
-55,104
|
-21%
|
|
|
166
|
HUB Investment Partners
Austin,
Texas
|
$16.3M
|
+$594K
|
+7,613
|
+4%
|
|
|
167
|
Investment Planning Advisors
Cumming,
Georgia
|
$16.3M
|
+$6.69M
|
+85,694
|
+70%
|
|
|
168
|
Oath Planning
Tulsa,
Oklahoma
|
$16.3M
|
+$3.04M
|
+38,954
|
+23%
|
|
|
169
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.1M
|
-$271K
|
-3,471
|
-2%
|
|
|
170
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$16M
|
+$3.78M
|
+48,495
|
+31%
|
|
|
171
|
First Horizon Corporation
Memphis,
Tennessee
|
$15.6M
|
-$942K
|
-12,070
|
-6%
|
|
|
172
|
SouthState Corp
Winter Haven,
Florida
|
$15.3M
|
+$816K
|
+10,460
|
+6%
|
|
|
173
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$15.2M
|
+$6.44M
|
+82,576
|
+73%
|
|
|
174
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$15M
|
+$985K
|
+12,619
|
+7%
|
|
|
175
|
Vertrix Wealth Management
Troy,
Michigan
|
$14.9M
|
+$900K
|
+11,533
|
+6%
|
|
