|
101
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$25.7M
|
-$39.5K
|
-600
|
-0.2%
|
|
|
102
|
Covenant Partners
Nashville,
Tennessee
|
$25.6M
|
+$178K
|
+2,707
|
+0.7%
|
|
|
103
|
High Falls Advisors
Rochester,
New York
|
$25.5M
|
-$4.19M
|
-63,670
|
-15%
|
|
|
104
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$25M
|
-$4.34M
|
-65,854
|
-15%
|
|
|
105
|
Fountainhead AM
Warren,
New Jersey
|
$25M
|
+$1.16M
|
+17,564
|
+5%
|
|
|
106
|
Perigon Wealth Management
San Francisco,
California
|
$24.7M
|
+$3.01M
|
+45,667
|
+14%
|
|
|
107
|
Valence8 US
Cambridge,
Massachusetts
|
$24M
|
+$2.31M
|
+35,048
|
+11%
|
|
|
108
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$23.8M
|
+$436K
|
+6,623
|
+2%
|
|
|
109
|
Arete Wealth Advisors
Chicago,
Illinois
|
$22.7M
|
+$917K
|
+13,915
|
+4%
|
|
|
110
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$22.6M
|
-$6.56M
|
-99,522
|
-23%
|
|
|
111
|
Larson Financial Group
St Louis,
Missouri
|
$22.1M
|
-$6.82M
|
-103,475
|
-24%
|
|
|
112
|
Bruce G. Allen Investments
Denver,
Colorado
|
$22.1M
|
-$590K
|
-8,960
|
-3%
|
|
|
113
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.1M
|
+$1.2M
|
+18,170
|
+6%
|
|
|
114
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$21.7M
|
+$333K
|
+5,049
|
+2%
|
|
|
115
|
BOK Financial
Tulsa,
Oklahoma
|
$21.6M
|
+$80.9K
|
+1,228
|
+0.4%
|
|
|
116
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.4M
|
+$477K
|
+7,235
|
+2%
|
|
|
117
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$20.8M
|
-$6.03M
|
-91,525
|
-23%
|
|
|
118
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$20.2M
|
-$5.31M
|
-80,608
|
-21%
|
|
|
119
|
One Wealth Advisors
San Francisco,
California
|
$20.1M
|
-$3.7M
|
-56,196
|
-16%
|
|
|
120
|
Wealth Alliance
Mellville,
New York
|
$19.9M
|
-$3.29M
|
-49,955
|
-15%
|
|
|
121
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19.9M
|
-$608K
|
-9,232
|
-3%
|
|
|
122
|
Citadel Advisors
Miami,
Florida
|
$19.8M
|
+$18.6M
|
+282,016
|
+2,657%
|
|
|
123
|
AQR Capital Management
Greenwich,
Connecticut
|
$19.8M
|
+$659K
|
+10,004
|
+4%
|
|
|
124
|
Kestra Private Wealth Services
Austin,
Texas
|
$19.5M
|
+$80.4K
|
+1,220
|
+0.4%
|
|
|
125
|
Physician Wealth Advisors
Midvale,
Utah
|
$19.3M
|
-$6.53M
|
-99,191
|
-26%
|
|
