|
101
|
Blue Fin Capital
Warren,
Rhode Island
|
$13.6M
|
+$1.16M
|
+21,610
|
+9%
|
|
|
102
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.2M
|
+$562K
|
+10,441
|
+4%
|
|
|
103
|
Modern Wealth Management
Lenexa,
Kansas
|
$13.2M
|
+$330K
|
+6,140
|
+3%
|
|
|
104
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$13.1M
|
+$13.2M
|
+245,659
|
+49,132%
|
|
|
105
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$13.1M
|
+$1.02M
|
+18,960
|
+8%
|
|
|
106
|
Caldwell Trust
Venice,
Florida
|
$13.1M
|
+$413K
|
+7,666
|
+3%
|
|
|
107
|
Rockefeller Capital Management
New York
|
$12.8M
|
-$27.4M
|
-509,301
|
-68%
|
|
|
108
|
First Trust Advisors
Wheaton,
Illinois
|
$12.6M
|
+$1.13M
|
+20,962
|
+10%
|
|
|
109
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$12.5M
|
-$60.2M
|
-1,117,752
|
-83%
|
|
|
110
|
Steward Partners Investment Advisory
New York
|
$12.1M
|
+$701K
|
+13,029
|
+6%
|
|
|
111
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$11.8M
|
+$59K
|
+1,097
|
+0.5%
|
|
|
112
|
Creative Planning
Overland Park,
Kansas
|
$11.6M
|
+$4.13M
|
+76,735
|
+54%
|
|
|
113
|
Naples Global Advisors
Naples,
Florida
|
$11.5M
|
+$1.71M
|
+31,774
|
+17%
|
|
|
114
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$11.4M
|
+$948K
|
+17,623
|
+9%
|
|
|
115
|
North Dakota State Investment Board
Bismarck,
North Dakota
|
$11.3M
|
–
|
–
|
–
|
|
|
116
|
Mendota Financial Group
Madison,
Wisconsin
|
$11.1M
|
+$4.31K
|
+80
|
+0%
|
|
|
117
|
TPG Financial Advisors
Portland,
Oregon
|
$11.1M
|
+$401K
|
+7,460
|
+4%
|
|
|
118
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$10.9M
|
+$246K
|
+4,575
|
+2%
|
|
|
119
|
Semitam Bonam
Goshen,
New York
|
$10.9M
|
+$780K
|
+14,498
|
+8%
|
|
|
120
|
Highline Wealth Partners
Sherman Oaks,
California
|
$10.9M
|
+$1.38M
|
+25,590
|
+14%
|
|
|
121
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$10.8M
|
-$3.04M
|
-56,460
|
-22%
|
|
|
122
|
WESPAC Advisors SoCal
Pasadena,
California
|
$10.7M
|
+$260K
|
+4,826
|
+2%
|
|
|
123
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$10.7M
|
-$6.74M
|
-125,182
|
-38%
|
|
|
124
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$10.7M
|
-$51.7K
|
-961
|
-0.5%
|
|
|
125
|
ticino wealth
Mission Viejo,
California
|
$10.5M
|
+$5.32M
|
+98,923
|
+119%
|
|
