|
76
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$15.4M
|
+$392K
|
+7,694
|
+3%
|
|
|
77
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$15.4M
|
+$15.3M
|
+300,000
|
New
|
|
|
78
|
Roundview Capital
Princeton,
New Jersey
|
$15.2M
|
+$327K
|
+6,428
|
+2%
|
|
|
79
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$15.1M
|
-$451K
|
-8,865
|
-3%
|
|
|
80
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$15M
|
-$93.2K
|
-1,830
|
-0.6%
|
|
|
81
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.7M
|
-$788K
|
-15,480
|
-5%
|
|
|
82
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.5M
|
+$1.65M
|
+32,468
|
+13%
|
|
|
83
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$13.2M
|
+$2.04M
|
+39,974
|
+18%
|
|
|
84
|
Mariner
Overland Park,
Kansas
|
$13.1M
|
-$1.74M
|
-34,168
|
-12%
|
|
|
85
|
Mendota Financial Group
Madison,
Wisconsin
|
$13.1M
|
+$2.18M
|
+42,897
|
+20%
|
|
|
86
|
Avidian Wealth Enterprises
Houston,
Texas
|
$13M
|
-$147K
|
-2,892
|
-1%
|
|
|
87
|
Osaic Holdings
Scottsdale,
Arizona
|
$13M
|
+$2.1M
|
+41,314
|
+19%
|
|
|
88
|
Jones Financial Companies
Des Peres,
Missouri
|
$12.6M
|
+$2.33M
|
+45,720
|
+23%
|
|
|
89
|
Summit Wealth Partners
Orlando,
Florida
|
$12.6M
|
+$416K
|
+8,171
|
+3%
|
|
|
90
|
Hancock Whitney
Gulfport,
Mississippi
|
$12.3M
|
-$112K
|
-2,208
|
-0.9%
|
|
|
91
|
MML Investors Services
Springfield,
Massachusetts
|
$12.2M
|
-$238K
|
-4,678
|
-2%
|
|
|
92
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$11.9M
|
+$151K
|
+2,965
|
+1%
|
|
|
93
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$11.7M
|
-$1.02M
|
-20,129
|
-8%
|
|
|
94
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$11.3M
|
-$9.16M
|
-179,999
|
-45%
|
|
|
95
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.2M
|
+$535K
|
+10,517
|
+5%
|
|
|
96
|
Asio Capital
Lexington,
Kentucky
|
$11M
|
+$888K
|
+17,440
|
+9%
|
|
|
97
|
Diversify Advisory Services
Sandy,
Utah
|
$10.5M
|
+$3.77M
|
+74,070
|
+57%
|
|
|
98
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$10.4M
|
+$623K
|
+12,245
|
+6%
|
|
|
99
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$9.65M
|
+$485K
|
+9,522
|
+5%
|
|
|
100
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.6M
|
+$630K
|
+12,374
|
+7%
|
|
