|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.2M
|
+$4.82M
|
+69,419
|
+21%
|
|
|
102
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$27.8M
|
-$4.53M
|
-65,146
|
-14%
|
|
|
103
|
Lido Advisors
Los Angeles,
California
|
$27.8M
|
+$26M
|
+374,670
|
+2,470%
|
|
|
104
|
Covenant Partners
Nashville,
Tennessee
|
$27.2M
|
+$197K
|
+2,839
|
+0.8%
|
|
|
105
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$27.1M
|
-$37K
|
-532
|
-0.1%
|
|
|
106
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$26.9M
|
-$83.3K
|
-1,199
|
-0.3%
|
|
|
107
|
SteelPeak Wealth
Woodland Hills,
California
|
$26M
|
-$3.95M
|
-56,833
|
-13%
|
|
|
108
|
MGO One Seven
Beachwood,
Ohio
|
$25.7M
|
+$5.81M
|
+83,596
|
+30%
|
|
|
109
|
Valence8 US
Cambridge,
Massachusetts
|
$25.7M
|
+$403K
|
+5,798
|
+2%
|
|
|
110
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.1M
|
+$2.22M
|
+31,950
|
+10%
|
|
|
111
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$25M
|
+$5.85M
|
+84,231
|
+32%
|
|
|
112
|
Perigon Wealth Management
San Francisco,
California
|
$24.8M
|
-$1.17M
|
-16,901
|
-5%
|
|
|
113
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$24.4M
|
-$1.94M
|
-27,949
|
-8%
|
|
|
114
|
BOK Financial
Tulsa,
Oklahoma
|
$23.7M
|
+$946K
|
+13,609
|
+4%
|
|
|
115
|
Arete Wealth Advisors
Chicago,
Illinois
|
$23.6M
|
-$275K
|
-3,962
|
-1%
|
|
|
116
|
EQ LLC
Bellevue,
Washington
|
$23.6M
|
+$8.54M
|
+122,892
|
+59%
|
|
|
117
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$23.6M
|
-$4.3M
|
-61,828
|
-16%
|
|
|
118
|
Strategic Blueprint
Atlanta,
Georgia
|
$23.3M
|
-$4.78M
|
-68,758
|
-17%
|
|
|
119
|
Bruce G. Allen Investments
Denver,
Colorado
|
$23.2M
|
-$91.2K
|
-1,312
|
-0.4%
|
|
|
120
|
High Falls Advisors
Rochester,
New York
|
$23M
|
-$3.74M
|
-53,824
|
-14%
|
|
|
121
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$22.8M
|
+$25.9K
|
+373
|
+0.1%
|
|
|
122
|
Mercer Global Advisors
Denver,
Colorado
|
$22.8M
|
+$3.9M
|
+56,108
|
+21%
|
|
|
123
|
World Investment Advisors
Santa Barbara,
California
|
$22.6M
|
+$18.3M
|
+263,000
|
+490%
|
|
|
124
|
AQR Capital Management
Greenwich,
Connecticut
|
$21.7M
|
+$867K
|
+12,476
|
+4%
|
|
|
125
|
Kestra Private Wealth Services
Austin,
Texas
|
$21.4M
|
+$872K
|
+12,543
|
+4%
|
|
