|
101
|
Oppenheimer Asset Management
New York
|
$12M
|
+$1.05M
|
+9,175
|
+10%
|
|
|
102
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$11.9M
|
+$1.88M
|
+16,375
|
+19%
|
|
|
103
|
LGL Partners
Philadelphia,
Pennsylvania
|
$11.8M
|
+$72.6K
|
+633
|
+0.6%
|
|
|
104
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$11.8M
|
+$11.8M
|
+102,555
|
New
|
|
|
105
|
Strategic Wealth Partners
Independence,
Ohio
|
$11.6M
|
+$4.06M
|
+35,367
|
+54%
|
|
|
106
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.6M
|
-$683K
|
-5,957
|
-6%
|
|
|
107
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$11.4M
|
+$7.14M
|
+62,257
|
+167%
|
|
|
108
|
Gould Capital
Tacoma,
Washington
|
$11.4M
|
-$156K
|
-1,364
|
-1%
|
|
|
109
|
Bangor Savings Bank
Bangor,
Maine
|
$11.1M
|
-$3.77M
|
-32,839
|
-25%
|
|
|
110
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$11M
|
-$4.89M
|
-42,653
|
-31%
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.9M
|
+$3.44M
|
+30,032
|
+47%
|
|
|
112
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.8M
|
-$1.08M
|
-9,411
|
-9%
|
|
|
113
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$10.7M
|
+$6.19M
|
+53,955
|
+137%
|
|
|
114
|
Hantz Financial Services
Southfield,
Michigan
|
$10.5M
|
+$2.93M
|
+25,572
|
+39%
|
|
|
115
|
Boltwood Capital Management
Walnut Creek,
California
|
$10.2M
|
+$2.7M
|
+23,563
|
+36%
|
|
|
116
|
Acropolis Investment Management
St. Louis,
Missouri
|
$9.89M
|
+$1.1M
|
+9,636
|
+13%
|
|
|
117
|
James Investment Research
Alpha,
Ohio
|
$9.85M
|
+$1.71M
|
+14,905
|
+21%
|
|
|
118
|
MML Investors Services
Springfield,
Massachusetts
|
$9.8M
|
+$4.29M
|
+37,406
|
+78%
|
|
|
119
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$9.57M
|
-$29.2K
|
-255
|
-0.3%
|
|
|
120
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$9.15M
|
+$9.13M
|
+79,622
|
New
|
|
|
121
|
GeoWealth Management
Chicago,
Illinois
|
$9.08M
|
-$649K
|
-5,656
|
-7%
|
|
|
122
|
Checchi Capital Advisers
Beverly Hills,
California
|
$8.78M
|
+$1.38M
|
+12,037
|
+19%
|
|
|
123
|
American International Group
New York
|
$8.64M
|
–
|
–
|
–
|
|
|
124
|
SCS Capital Management
Boston,
Massachusetts
|
$8.2M
|
-$4.39M
|
-38,282
|
-35%
|
|
|
125
|
Atria Investments
Charlotte,
North Carolina
|
$8.09M
|
-$272K
|
-2,371
|
-3%
|
|
