|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.48M
|
+$3.46K
|
+78
|
+0.2%
|
|
|
102
|
Montag & Associates
Atlanta,
Georgia
|
$1.42M
|
–
|
–
|
–
|
|
|
103
|
Berman Capital Advisors
Atlanta,
Georgia
|
$1.42M
|
+$1.42M
|
+31,983
|
New
|
|
|
104
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.36M
|
+$209K
|
+4,710
|
+18%
|
|
|
105
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.35M
|
+$576
|
+13
|
+0%
|
|
|
106
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.29M
|
+$2.57K
|
+58
|
+0.2%
|
|
|
107
|
KeyBank National Association
Cleveland,
Ohio
|
$1.24M
|
+$813K
|
+18,346
|
+193%
|
|
|
108
|
Safeguard Investment Advisory Group
Corona,
California
|
$1.22M
|
+$721K
|
+16,266
|
+144%
|
|
|
109
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.19M
|
+$170K
|
+3,831
|
+17%
|
|
|
110
|
Versant Capital Management
Phoenix,
Arizona
|
$1.18M
|
+$1.18M
|
+26,671
|
New
|
|
|
111
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.12M
|
+$1.11M
|
+25,142
|
New
|
|
|
112
|
Advisor Partners
Walnut Creek,
California
|
$1.1M
|
+$1.1M
|
+24,844
|
New
|
|
|
113
|
Zhang Financial
Portage,
Michigan
|
$1.07M
|
+$2.66K
|
+60
|
+0.2%
|
|
|
114
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.05M
|
-$36.6K
|
-825
|
-3%
|
|
|
115
|
Mission Wealth Management
Santa Barbara,
California
|
$1.02M
|
-$429K
|
-9,670
|
-30%
|
|
|
116
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.02M
|
-$88K
|
-1,985
|
-8%
|
|
|
117
|
Mutual Advisors
Omaha,
Nebraska
|
$988K
|
-$26.4K
|
-596
|
-3%
|
|
|
118
|
Valmark Advisers
Akron,
Ohio
|
$974K
|
–
|
–
|
–
|
|
|
119
|
Valeo Financial Advisors
Carmel,
Indiana
|
$964K
|
–
|
–
|
–
|
|
|
120
|
Cresset Asset Management
Chicago,
Illinois
|
$945K
|
+$943K
|
+21,280
|
New
|
|
|
121
|
TIAA Kaspick
Boston,
Massachusetts
|
$925K
|
–
|
–
|
–
|
|
|
122
|
Partners in Financial Planning
Salem,
Virginia
|
$915K
|
+$1.11K
|
+25
|
+0.1%
|
|
|
123
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$872K
|
-$170K
|
-3,832
|
-16%
|
|
|
124
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$862K
|
-$177
|
-4
|
-0%
|
|
|
125
|
TIAA FSB
Jacksonville,
Florida
|
$847K
|
-$14.2K
|
-320
|
-2%
|
|
