|
101
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$20.4M
|
-$320K
|
-3,509
|
-2%
|
|
|
102
|
KeyBank National Association
Cleveland,
Ohio
|
$20.4M
|
-$1.26M
|
-13,872
|
-6%
|
|
|
103
|
Tortoise Investment Management
White Plains,
New York
|
$20M
|
-$371K
|
-4,070
|
-2%
|
|
|
104
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$20M
|
+$86.7K
|
+952
|
+0.4%
|
|
|
105
|
Modera Wealth Management
Westwood,
New Jersey
|
$19.6M
|
+$3.19M
|
+35,014
|
+20%
|
|
|
106
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$19.5M
|
+$1.64M
|
+17,998
|
+9%
|
|
|
107
|
HighTower Advisors
Chicago,
Illinois
|
$19.3M
|
+$6.92M
|
+75,974
|
+57%
|
|
|
108
|
Parkside Investments
Deerfield,
Illinois
|
$19.1M
|
+$887K
|
+9,735
|
+5%
|
|
|
109
|
Pathstone Holdings
Englewood,
New Jersey
|
$18.9M
|
+$26.6K
|
+292
|
+0.1%
|
|
|
110
|
Prudential Financial
Newark,
New Jersey
|
$18.9M
|
+$1.34M
|
+14,747
|
+8%
|
|
|
111
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$18.8M
|
+$576K
|
+6,324
|
+3%
|
|
|
112
|
Northland Capital Management
Virginia,
Minnesota
|
$18.7M
|
+$18.4M
|
+201,511
|
+8,830%
|
|
|
113
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$18.4M
|
+$18.2M
|
+200,000
|
New
|
|
|
114
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$18.3M
|
+$1.09M
|
+11,972
|
+6%
|
|
|
115
|
FDx Advisors
Chicago,
Illinois
|
$18.1M
|
-$356K
|
-3,911
|
-2%
|
|
|
116
|
Confluence Investment Management
St. Louis,
Missouri
|
$18M
|
-$141K
|
-1,547
|
-0.8%
|
|
|
117
|
Creative Planning
Overland Park,
Kansas
|
$17.8M
|
-$6.06M
|
-66,568
|
-26%
|
|
|
118
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$17.6M
|
+$1.23M
|
+13,510
|
+8%
|
|
|
119
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$17.3M
|
–
|
–
|
–
|
|
|
120
|
Atria Investments
Charlotte,
North Carolina
|
$17.2M
|
-$586K
|
-6,430
|
-3%
|
|
|
121
|
Stephens Inc
Little Rock,
Arkansas
|
$16.5M
|
+$33.9K
|
+372
|
+0.2%
|
|
|
122
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$16.2M
|
+$801K
|
+8,800
|
+5%
|
|
|
123
|
Kestra Advisory Services
Austin,
Texas
|
$16M
|
+$670K
|
+7,353
|
+4%
|
|
|
124
|
High Falls Advisors
Rochester,
New York
|
$15.8M
|
+$330K
|
+3,622
|
+2%
|
|
|
125
|
Mariner
Overland Park,
Kansas
|
$15.5M
|
-$180K
|
-1,972
|
-1%
|
|
