|
76
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$15.6M
|
+$1.29M
|
+12,630
|
+9%
|
|
|
77
|
Destination Wealth Management
Walnut Creek,
California
|
$15M
|
-$11.7M
|
-114,877
|
-44%
|
|
|
78
|
SVB Wealth
Boston,
Massachusetts
|
$14.9M
|
+$4.26M
|
+41,762
|
+40%
|
|
|
79
|
MML Investors Services
Springfield,
Massachusetts
|
$14.7M
|
-$1.4M
|
-13,695
|
-9%
|
|
|
80
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.4M
|
-$413K
|
-4,051
|
-3%
|
|
|
81
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$14.2M
|
+$217K
|
+2,126
|
+2%
|
|
|
82
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$13.9M
|
+$13.3M
|
+130,379
|
+2,210%
|
|
|
83
|
Column Capital Advisors
Indianapolis,
Indiana
|
$13.6M
|
-$953K
|
-9,341
|
-7%
|
|
|
84
|
Steward Partners Investment Advisory
New York
|
$13.5M
|
+$3.26M
|
+31,932
|
+32%
|
|
|
85
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$13.4M
|
+$901K
|
+8,833
|
+7%
|
|
|
86
|
Parsons Capital Management
Providence,
Rhode Island
|
$13.4M
|
+$1.12M
|
+10,941
|
+9%
|
|
|
87
|
Capital Advantage
Walnut Creek,
California
|
$13.2M
|
-$1.59M
|
-15,589
|
-11%
|
|
|
88
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$13.1M
|
+$1.33M
|
+13,020
|
+11%
|
|
|
89
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.9M
|
+$12.6M
|
+123,071
|
+3,980%
|
|
|
90
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$12.5M
|
+$94.5K
|
+926
|
+0.8%
|
|
|
91
|
|
$12.2M
|
+$300K
|
+2,938
|
+3%
|
|
|
92
|
Waverly Advisors
Birmingham,
Alabama
|
$12.1M
|
+$6.59M
|
+64,546
|
+120%
|
|
|
93
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$12.1M
|
+$1.19M
|
+11,675
|
+11%
|
|
|
94
|
KWMG LLC
Overland Park,
Kansas
|
$11.8M
|
+$10.6M
|
+103,571
|
+869%
|
|
|
95
|
Family Management
New York
|
$11.7M
|
+$2.02M
|
+19,780
|
+21%
|
|
|
96
|
Howard Wealth Management
Madison,
Connecticut
|
$11.7M
|
+$323K
|
+3,170
|
+3%
|
|
|
97
|
ACG Wealth
Atlanta,
Georgia
|
$11.6M
|
-$42.8K
|
-419
|
-0.4%
|
|
|
98
|
WestHill Financial Advisors
San Rafael,
California
|
$11.5M
|
+$1.41M
|
+13,809
|
+14%
|
|
|
99
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$11.1M
|
+$4.29M
|
+42,080
|
+63%
|
|
|
100
|
Richard Bernstein Advisors
New York
|
$11.1M
|
–
|
–
|
–
|
|
