|
101
|
Gimbal Financial
Carmel,
Indiana
|
$17.7M
|
-$8.5M
|
-134,783
|
-32%
|
|
|
102
|
Custos Family Office
Austin,
Texas
|
$17.4M
|
+$959K
|
+15,199
|
+6%
|
|
|
103
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$17.2M
|
+$380K
|
+6,018
|
+2%
|
|
|
104
|
JGP Wealth Management
Bend,
Oregon
|
$17.2M
|
+$431K
|
+6,828
|
+3%
|
|
|
105
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$16.9M
|
+$205K
|
+3,251
|
+1%
|
|
|
106
|
WealthPLAN Partners
Omaha,
Nebraska
|
$16.8M
|
-$2.23M
|
-35,272
|
-11%
|
|
|
107
|
Park Avenue Securities
New York
|
$16.8M
|
-$692K
|
-10,969
|
-4%
|
|
|
108
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$16.6M
|
-$19.4M
|
-307,020
|
-53%
|
|
|
109
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$16.5M
|
-$2.66M
|
-42,230
|
-14%
|
|
|
110
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$16.5M
|
+$757K
|
+12,000
|
+5%
|
|
|
111
|
Eagle Strategies
New York
|
$16.5M
|
+$738K
|
+11,693
|
+5%
|
|
|
112
|
Well Done LLC
Holland,
Michigan
|
$16.4M
|
–
|
–
|
–
|
|
|
113
|
Morton Community Bank
East Peoria,
Illinois
|
$16.3M
|
+$359K
|
+5,694
|
+2%
|
|
|
114
|
Davenport & Co
Richmond,
Virginia
|
$16.2M
|
+$476K
|
+7,550
|
+3%
|
|
|
115
|
MAI Capital Management
Independence,
Ohio
|
$16.1M
|
+$241K
|
+3,827
|
+1%
|
|
|
116
|
London & Capital Asset Management
London,
United Kingdom
|
$16M
|
–
|
–
|
–
|
|
|
117
|
Mercer Global Advisors
Denver,
Colorado
|
$16M
|
-$543K
|
-8,613
|
-3%
|
|
|
118
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$15.7M
|
+$131K
|
+2,084
|
+0.8%
|
|
|
119
|
Scott Capital Advisors
Portland,
Oregon
|
$15.5M
|
+$804K
|
+12,742
|
+5%
|
|
|
120
|
Flagstar Advisors
New York
|
$15.3M
|
-$32.7K
|
-519
|
-0.2%
|
|
|
121
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$15.2M
|
+$1.07M
|
+16,956
|
+7%
|
|
|
122
|
Crumly & Associates
Springfield,
Illinois
|
$15.2M
|
+$338K
|
+5,350
|
+2%
|
|
|
123
|
Concord Wealth Partners
Abingdon,
Virginia
|
$14.8M
|
-$529K
|
-8,378
|
-3%
|
|
|
124
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$14.5M
|
+$922K
|
+14,617
|
+7%
|
|
|
125
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$14.3M
|
-$137K
|
-2,171
|
-0.9%
|
|
