|
101
|
Private Advisor Group
Morristown,
New Jersey
|
$17M
|
+$1.46M
|
+64,572
|
+10%
|
|
|
102
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$16.3M
|
+$1.2M
|
+52,808
|
+8%
|
|
|
103
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.2M
|
-$1.26M
|
-55,661
|
-7%
|
|
|
104
|
Integrity Alliance
Urbandale,
Iowa
|
$16.1M
|
+$3.38M
|
+149,157
|
+27%
|
|
|
105
|
Equitable Holdings
New York
|
$16.1M
|
+$627K
|
+27,673
|
+4%
|
|
|
106
|
True North Advisors
Dallas,
Texas
|
$16M
|
+$15.7M
|
+694,311
|
New
|
|
|
107
|
Envision Financial Planning
Memphis,
Tennessee
|
$15.9M
|
+$465K
|
+20,495
|
+3%
|
|
|
108
|
Pacific Wealth Management
San Diego,
California
|
$15.3M
|
+$4.68M
|
+206,534
|
+45%
|
|
|
109
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$15.3M
|
+$528K
|
+23,294
|
+4%
|
|
|
110
|
Park Avenue Securities
New York
|
$15.1M
|
-$7.2M
|
-317,674
|
-33%
|
|
|
111
|
Perigon Wealth Management
San Francisco,
California
|
$14.5M
|
-$5.15M
|
-227,363
|
-27%
|
|
|
112
|
Snider Financial Group
Bellevue,
Washington
|
$14.2M
|
+$280K
|
+12,333
|
+2%
|
|
|
113
|
Key Financial Inc
West Chester,
Pennsylvania
|
$13.8M
|
+$1.63M
|
+71,871
|
+14%
|
|
|
114
|
Mariner
Overland Park,
Kansas
|
$13.8M
|
+$1.92M
|
+84,688
|
+16%
|
|
|
115
|
Occidental Asset Management
Burlingame,
California
|
$13.5M
|
+$105K
|
+4,615
|
+0.8%
|
|
|
116
|
Creative Planning
Overland Park,
Kansas
|
$13.4M
|
+$5.81M
|
+256,372
|
+79%
|
|
|
117
|
Coldstream Capital Management
Bellevue,
Washington
|
$13.3M
|
-$519K
|
-22,915
|
-4%
|
|
|
118
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.3M
|
-$2.04M
|
-89,973
|
-13%
|
|
|
119
|
Clear Creek Financial Management
Silverdale,
Washington
|
$13.2M
|
+$2.69M
|
+118,806
|
+26%
|
|
|
120
|
Modern Wealth Management
Lenexa,
Kansas
|
$13.1M
|
+$3.08M
|
+135,908
|
+31%
|
|
|
121
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.8M
|
+$1.11M
|
+48,769
|
+10%
|
|
|
122
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$12.8M
|
-$297K
|
-13,102
|
-2%
|
|
|
123
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$12.7M
|
+$209K
|
+9,230
|
+2%
|
|
|
124
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$12.7M
|
+$357K
|
+15,758
|
+3%
|
|
|
125
|
SCS Capital Management
Boston,
Massachusetts
|
$12.1M
|
-$3.61M
|
-159,378
|
-23%
|
|
