|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.16M
|
-$42.5K
|
-660
|
-4%
|
|
|
102
|
Ascent Group
Virginia Beach,
Virginia
|
$1.15M
|
+$1.14M
|
+17,670
|
New
|
|
|
103
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
104
|
The Family Firm
Bethesda,
Maryland
|
$1.07M
|
-$45.6K
|
-708
|
-4%
|
|
|
105
|
Kestra Advisory Services
Austin,
Texas
|
$1.04M
|
-$1.16M
|
-18,030
|
-53%
|
|
|
106
|
Snowden Capital Advisors
New York
|
$1.01M
|
+$236K
|
+3,660
|
+30%
|
|
|
107
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1,000K
|
+$132K
|
+2,052
|
+15%
|
|
|
108
|
Nikulski Financial
Bettendorf,
Iowa
|
$981K
|
-$18.2K
|
-282
|
-2%
|
|
|
109
|
Resolute Financial
Newburyport,
Massachusetts
|
$964K
|
-$24.7K
|
-384
|
-3%
|
|
|
110
|
Cresset Asset Management
Chicago,
Illinois
|
$877K
|
–
|
–
|
–
|
|
|
111
|
Tiedemann Advisors
New York
|
$866K
|
+$28.2K
|
+438
|
+3%
|
|
|
112
|
Marcum Wealth
Cleveland,
Ohio
|
$824K
|
+$819K
|
+12,720
|
New
|
|
|
113
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$783K
|
+$37.5K
|
+582
|
+5%
|
|
|
114
|
Boston Family Office
Boston,
Massachusetts
|
$777K
|
–
|
–
|
–
|
|
|
115
|
M&T Bank
Buffalo,
New York
|
$758K
|
–
|
–
|
–
|
|
|
116
|
9258 Wealth Management
Blue Ash,
Ohio
|
$739K
|
+$735K
|
+11,412
|
New
|
|
|
117
|
D.A. Davidson & Co
Great Falls,
Montana
|
$735K
|
-$34K
|
-528
|
-4%
|
|
|
118
|
Bard Financial Services
Branford,
Connecticut
|
$729K
|
–
|
–
|
–
|
|
|
119
|
Prospera Financial Services
Dallas,
Texas
|
$707K
|
-$574K
|
-8,922
|
-45%
|
|
|
120
|
WealthShield Partners
Cary,
North Carolina
|
$700K
|
–
|
–
|
–
|
|
|
121
|
Creative Planning
Overland Park,
Kansas
|
$680K
|
+$86.1K
|
+1,338
|
+15%
|
|
|
122
|
Perigon Wealth Management
San Francisco,
California
|
$672K
|
-$4.25K
|
-66
|
-0.6%
|
|
|
123
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$669K
|
+$663K
|
+10,302
|
New
|
|
|
124
|
|
$647K
|
–
|
–
|
–
|
|
|
125
|
High Falls Advisors
Rochester,
New York
|
$641K
|
-$38.6K
|
-600
|
-6%
|
|
