|
101
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$15.7M
|
+$2.24M
|
+97,985
|
+17%
|
|
|
102
|
Cresset Asset Management
Chicago,
Illinois
|
$15.5M
|
+$7.24M
|
+317,359
|
+88%
|
|
|
103
|
Private Advisor Group
Morristown,
New Jersey
|
$15.5M
|
-$2.6M
|
-114,093
|
-14%
|
|
|
104
|
Equitable Holdings
New York
|
$15.4M
|
+$1.82M
|
+79,682
|
+13%
|
|
|
105
|
Envision Financial Planning
Memphis,
Tennessee
|
$15.4M
|
+$564K
|
+24,703
|
+4%
|
|
|
106
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.3M
|
+$165K
|
+7,229
|
+1%
|
|
|
107
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$15.1M
|
-$2.29M
|
-100,390
|
-13%
|
|
|
108
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$14.4M
|
-$155K
|
-6,799
|
-1%
|
|
|
109
|
Snider Financial Group
Bellevue,
Washington
|
$13.9M
|
+$2.98M
|
+130,749
|
+27%
|
|
|
110
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$13.9M
|
-$2.2M
|
-96,487
|
-14%
|
|
|
111
|
Coldstream Capital Management
Bellevue,
Washington
|
$13.8M
|
+$13.1M
|
+574,215
|
+2,167%
|
|
|
112
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$13.8M
|
+$4.57M
|
+200,400
|
+50%
|
|
|
113
|
Trilogy Capital
Irvine,
California
|
$13.8M
|
-$780K
|
-34,202
|
-5%
|
|
|
114
|
Occidental Asset Management
Burlingame,
California
|
$13.4M
|
+$400K
|
+17,514
|
+3%
|
|
|
115
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$13.1M
|
-$330K
|
-14,452
|
-2%
|
|
|
116
|
Strategic Blueprint
Atlanta,
Georgia
|
$12.7M
|
+$578K
|
+25,336
|
+5%
|
|
|
117
|
Integrity Alliance
Urbandale,
Iowa
|
$12.7M
|
+$12.6M
|
+550,762
|
New
|
|
|
118
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$12.4M
|
+$499K
|
+21,872
|
+4%
|
|
|
119
|
Key Financial Inc
West Chester,
Pennsylvania
|
$12.2M
|
+$211K
|
+9,231
|
+2%
|
|
|
120
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$12.1M
|
-$1.61M
|
-70,665
|
-11%
|
|
|
121
|
Mariner
Overland Park,
Kansas
|
$11.9M
|
+$196K
|
+8,580
|
+2%
|
|
|
122
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.9M
|
-$269K
|
-11,797
|
-2%
|
|
|
123
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.7M
|
+$524K
|
+22,955
|
+5%
|
|
|
124
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
$11.5M
|
-$228K
|
-10,005
|
-2%
|
|
|
125
|
HighTower Advisors
Chicago,
Illinois
|
$11.4M
|
+$909K
|
+39,858
|
+9%
|
|
