|
101
|
Lido Advisors
Los Angeles,
California
|
$6.56M
|
+$500K
|
+10,296
|
+8%
|
|
|
102
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6.56M
|
+$6.39M
|
+131,485
|
+2,018%
|
|
|
103
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$6.45M
|
+$305K
|
+6,273
|
+5%
|
|
|
104
|
Journey Advisory Group
Covington,
Kentucky
|
$6.43M
|
-$543K
|
-11,167
|
-8%
|
|
|
105
|
Creative Capital Management Investments
San Diego,
California
|
$6.39M
|
-$63K
|
-1,297
|
-1%
|
|
|
106
|
Rockefeller Capital Management
New York
|
$6.32M
|
+$229K
|
+4,712
|
+4%
|
|
|
107
|
Avidian Wealth Enterprises
Houston,
Texas
|
$6.12M
|
+$6.01M
|
+123,704
|
+2,495%
|
|
|
108
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6.02M
|
-$681
|
-14
|
-0%
|
|
|
109
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5.55M
|
-$733K
|
-15,088
|
-11%
|
|
|
110
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$5.51M
|
-$54.2K
|
-1,115
|
-1%
|
|
|
111
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$5.32M
|
+$49.5K
|
+1,018
|
+1%
|
|
|
112
|
MAI Capital Management
Independence,
Ohio
|
$5.2M
|
+$61.7K
|
+1,269
|
+1%
|
|
|
113
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$5.19M
|
-$146K
|
-3,003
|
-3%
|
|
|
114
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$5.02M
|
+$1.23M
|
+25,266
|
+31%
|
|
|
115
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$4.94M
|
+$9.67K
|
+199
|
+0.2%
|
|
|
116
|
KeyBank National Association
Cleveland,
Ohio
|
$4.89M
|
+$1.24M
|
+25,612
|
+33%
|
|
|
117
|
Stifel Financial
St. Louis,
Missouri
|
$4.89M
|
+$8.41K
|
+173
|
+0.2%
|
|
|
118
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$4.81M
|
-$29.8K
|
-614
|
-0.6%
|
|
|
119
|
Precedent Wealth Partners
Houston,
Texas
|
$4.76M
|
+$438K
|
+9,004
|
+10%
|
|
|
120
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$4.5M
|
-$363K
|
-7,468
|
-7%
|
|
|
121
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.46M
|
+$2.64M
|
+54,390
|
+138%
|
|
|
122
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$4.3M
|
-$190K
|
-3,909
|
-5%
|
|
|
123
|
Northern Trust
Chicago,
Illinois
|
$4.15M
|
-$148K
|
-3,054
|
-3%
|
|
|
124
|
Rollins Financial Advisors
New York City,
New York
|
$3.92M
|
-$169K
|
-3,481
|
-4%
|
|
|
125
|
KWB Wealth
Redlands,
California
|
$3.76M
|
-$153K
|
-3,153
|
-4%
|
|
