|
101
|
Atria Investments
Charlotte,
North Carolina
|
$11.8M
|
+$2.92M
|
+14,595
|
+33%
|
|
|
102
|
|
$11.7M
|
-$753K
|
-3,764
|
-6%
|
|
|
103
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$11.7M
|
-$414K
|
-2,070
|
-3%
|
|
|
104
|
J.W. Cole Advisors
Tampa,
Florida
|
$11.6M
|
+$253K
|
+1,267
|
+2%
|
|
|
105
|
CPR Investments
Rochester,
Michigan
|
$11.5M
|
-$374K
|
-1,872
|
-3%
|
|
|
106
|
Principal Financial Group
Des Moines,
Iowa
|
$11.5M
|
-$10M
|
-50,046
|
-47%
|
|
|
107
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.2M
|
-$364K
|
-1,820
|
-3%
|
|
|
108
|
MAI Capital Management
Independence,
Ohio
|
$11.2M
|
+$115K
|
+574
|
+1%
|
|
|
109
|
SSI Investment Management
Los Angeles,
California
|
$11.1M
|
-$2.1M
|
-10,512
|
-16%
|
|
|
110
|
Financial Life Advisors
San Antonio,
Texas
|
$10.9M
|
+$144K
|
+721
|
+1%
|
|
|
111
|
Perkins Coie Trust Company
Seattle,
Washington
|
$10.9M
|
+$75K
|
+375
|
+0.7%
|
|
|
112
|
Fifth Third Securities
Cincinnati,
Ohio
|
$10.8M
|
+$369K
|
+1,847
|
+4%
|
|
|
113
|
Jackson Wealth Management
Lake Mary,
Florida
|
$10.8M
|
+$477K
|
+2,383
|
+5%
|
|
|
114
|
Prostatis Group
Hanover,
Maryland
|
$10.7M
|
+$1.74M
|
+8,708
|
+19%
|
|
|
115
|
Kickstand Ventures
Pittsford,
New York
|
$10.7M
|
+$124K
|
+618
|
+1%
|
|
|
116
|
IHT Wealth Management
Chicago,
Illinois
|
$10.5M
|
-$5.06M
|
-25,315
|
-32%
|
|
|
117
|
High Point Wealth Management
Chester,
New Jersey
|
$10.5M
|
+$10.5M
|
+52,598
|
New
|
|
|
118
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$10.5M
|
-$835K
|
-4,175
|
-7%
|
|
|
119
|
Mercer Global Advisors
Denver,
Colorado
|
$10.4M
|
-$2.55M
|
-12,729
|
-20%
|
|
|
120
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$10.4M
|
-$2.36M
|
-11,813
|
-19%
|
|
|
121
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$10M
|
+$17.3M
|
+86,340
|
+2,657%
|
|
|
122
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$9.92M
|
-$335K
|
-1,675
|
-3%
|
|
|
123
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$9.8M
|
+$641K
|
+3,205
|
+7%
|
|
|
124
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$9.61M
|
-$147K
|
-737
|
-2%
|
|
|
125
|
J. Safra Asset Management
New York
|
$9.57M
|
–
|
–
|
–
|
|
