|
126
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$13.9M
|
+$4.64M
|
+262,564
|
+47%
|
|
|
127
|
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
$13.8M
|
–
|
–
|
–
|
|
|
128
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$13.7M
|
+$635K
|
+35,962
|
+5%
|
|
|
129
|
EWG Elevate
Roseville,
California
|
$13.4M
|
-$94.7K
|
-5,358
|
-0.7%
|
|
|
130
|
Planning Alternatives
Birmingham,
Michigan
|
$13.3M
|
-$293K
|
-16,610
|
-2%
|
|
|
131
|
Stokes Family Office
New Orleans,
Louisiana
|
$13.2M
|
+$13.7M
|
+776,232
|
New
|
|
|
132
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$13M
|
+$154K
|
+8,700
|
+1%
|
|
|
133
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
+$47.9K
|
+2,714
|
+0.4%
|
|
|
134
|
Denver PWM
Denver,
Colorado
|
$12.7M
|
-$18.4K
|
-1,042
|
-0.1%
|
|
|
135
|
Broadleaf Partners
Hudson,
Ohio
|
$12.6M
|
+$1.11M
|
+62,926
|
+9%
|
|
|
136
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.6M
|
+$37.7K
|
+2,134
|
+0.3%
|
|
|
137
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.5M
|
-$199K
|
-11,280
|
-2%
|
|
|
138
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$12.4M
|
+$308K
|
+17,430
|
+2%
|
|
|
139
|
CCG Wealth Management
San Diego,
California
|
$12.4M
|
+$3.37M
|
+190,866
|
+35%
|
|
|
140
|
MYeCFO
La Jolla,
California
|
$12.3M
|
+$619K
|
+35,036
|
+5%
|
|
|
141
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$12.3M
|
+$12.8M
|
+724,000
|
New
|
|
|
142
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.1M
|
+$6.03M
|
+341,444
|
+99%
|
|
|
143
|
Legacy Private Trust
Neenah,
Wisconsin
|
$12.1M
|
+$171K
|
+9,680
|
+1%
|
|
|
144
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$12M
|
–
|
–
|
–
|
|
|
145
|
Bristlecone Advisors
Bellevue,
Washington
|
$11.9M
|
-$261K
|
-14,754
|
-2%
|
|
|
146
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$11.8M
|
-$170K
|
-9,640
|
-1%
|
|
|
147
|
Libra Wealth
Los Gatos,
California
|
$11.6M
|
-$50.9K
|
-2,880
|
-0.4%
|
|
|
148
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$11.4M
|
-$396K
|
-22,398
|
-3%
|
|
|
149
|
Connectus Wealth
Cincinnati,
Ohio
|
$11.3M
|
-$1.63M
|
-92,468
|
-12%
|
|
|
150
|
Guardian Financial Partners
Orange,
California
|
$11.3M
|
+$11.7M
|
+662,638
|
New
|
|
