|
126
|
Squire Investment Management Company
Orem,
Utah
|
$39.8M
|
+$1.6M
|
+10,092
|
+4%
|
|
|
127
|
Planned Solutions
Folsom,
California
|
$39.2M
|
+$1.7M
|
+10,739
|
+5%
|
|
|
128
|
NewEdge Advisors
New Orleans,
Louisiana
|
$39.1M
|
+$3.4M
|
+21,428
|
+10%
|
|
|
129
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$38.7M
|
+$1.54M
|
+9,712
|
+4%
|
|
|
130
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$38.4M
|
–
|
–
|
–
|
|
|
131
|
Bank of New York Mellon
New York
|
$38.4M
|
+$2.83M
|
+17,838
|
+8%
|
|
|
132
|
Tower Research Capital (TRC)
New York
|
$37.9M
|
+$32M
|
+201,635
|
+699%
|
|
|
133
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$36.9M
|
+$1.28M
|
+8,075
|
+4%
|
|
|
134
|
Valmark Advisers
Akron,
Ohio
|
$36.8M
|
-$1.38M
|
-8,725
|
-4%
|
|
|
135
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$36.7M
|
-$527K
|
-3,319
|
-1%
|
|
|
136
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$36.4M
|
+$494K
|
+3,114
|
+1%
|
|
|
137
|
Miracle Mile Advisors
Los Angeles,
California
|
$36.3M
|
-$63.5K
|
-400
|
-0.2%
|
|
|
138
|
BCGM Wealth Management
Lafayette,
Indiana
|
$36.2M
|
+$15M
|
+94,527
|
+75%
|
|
|
139
|
CIBC World Market
Toronto,
Ontario, Canada
|
$35.6M
|
+$26.5M
|
+166,925
|
+336%
|
|
|
140
|
Sendero Wealth Management
San Antonio,
Texas
|
$35.4M
|
+$142K
|
+897
|
+0.4%
|
|
|
141
|
Whitney & Co
Rochester,
New York
|
$34.4M
|
+$126K
|
+795
|
+0.4%
|
|
|
142
|
Vise Technologies
New York
|
$34.1M
|
+$9.83M
|
+61,948
|
+43%
|
|
|
143
|
Trevian Wealth Management
Weston,
Massachusetts
|
$34.1M
|
-$2.03M
|
-12,817
|
-6%
|
|
|
144
|
Vident Advisory
Alpharetta,
Georgia
|
$34M
|
+$994K
|
+6,263
|
+3%
|
|
|
145
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$33.9M
|
-$367K
|
-2,314
|
-1%
|
|
|
146
|
E-Wealth Partners
Minnetonka,
Minnesota
|
$33.8M
|
+$1.89M
|
+11,893
|
+6%
|
|
|
147
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$33.5M
|
+$9.46M
|
+59,600
|
+41%
|
|
|
148
|
Sweeney & Michel
Chico,
California
|
$33.4M
|
-$264K
|
-1,664
|
-0.8%
|
|
|
149
|
Equitable Holdings
New York
|
$32.6M
|
+$374K
|
+2,355
|
+1%
|
|
|
150
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$32.2M
|
-$938K
|
-5,912
|
-3%
|
|
