|
101
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$15.5M
|
-$508K
|
-5,182
|
-3%
|
|
|
102
|
Pathstone Family Office
Englewood,
New Jersey
|
$15.3M
|
+$15.4M
|
+157,223
|
New
|
|
|
103
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$15.2M
|
-$6.29M
|
-64,085
|
-29%
|
|
|
104
|
Foster & Motley
Cincinnati,
Ohio
|
$14.8M
|
-$6.37M
|
-64,979
|
-30%
|
|
|
105
|
West Coast Financial
Santa Barbara,
California
|
$14.7M
|
+$469K
|
+4,779
|
+3%
|
|
|
106
|
|
$14.3M
|
–
|
–
|
–
|
|
|
107
|
Snider Financial Group
Bellevue,
Washington
|
$14M
|
+$3.25M
|
+33,169
|
+30%
|
|
|
108
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$14M
|
+$14.1M
|
+143,407
|
New
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13.5M
|
-$1.36M
|
-13,908
|
-10%
|
|
|
110
|
Fidelity Investments
Boston,
Massachusetts
|
$13.4M
|
-$4.76M
|
-48,538
|
-26%
|
|
|
111
|
TCW Group
Los Angeles,
California
|
$13.4M
|
+$2.72M
|
+27,750
|
+25%
|
|
|
112
|
FDx Advisors
Chicago,
Illinois
|
$13.2M
|
-$118K
|
-1,202
|
-0.9%
|
|
|
113
|
|
$12.9M
|
-$1.16M
|
-11,779
|
-8%
|
|
|
114
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$12.7M
|
-$1.38M
|
-14,117
|
-10%
|
|
|
115
|
Acorns Advisers
Irvine,
California
|
$12.3M
|
+$1.67M
|
+17,028
|
+16%
|
|
|
116
|
Tortoise Investment Management
White Plains,
New York
|
$12M
|
+$5.71M
|
+58,192
|
+89%
|
|
|
117
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$11.5M
|
-$490K
|
-5,000
|
-4%
|
|
|
118
|
Integrated Advisors Network
Dallas,
Texas
|
$11.2M
|
+$120K
|
+1,227
|
+1%
|
|
|
119
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$11.1M
|
-$1.94M
|
-19,733
|
-15%
|
|
|
120
|
Leuthold Group
Minneapolis,
Minnesota
|
$11.1M
|
+$1.89M
|
+19,276
|
+20%
|
|
|
121
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$10.9M
|
-$3.12M
|
-31,822
|
-22%
|
|
|
122
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.1M
|
-$355K
|
-3,624
|
-3%
|
|
|
123
|
Ballast Inc
Lexington,
Kentucky
|
$10.1M
|
+$1.61M
|
+16,366
|
+19%
|
|
|
124
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$10M
|
-$399K
|
-4,068
|
-4%
|
|
|
125
|
Avantax Advisory Services
Dallas,
Texas
|
$9.53M
|
-$67.3K
|
-686
|
-0.7%
|
|
