|
101
|
WealthShield Partners
Cary,
North Carolina
|
$7.66M
|
+$7.62M
|
+321,690
|
New
|
|
|
102
|
Pathstone Family Office
Englewood,
New Jersey
|
$7.61M
|
-$166K
|
-6,996
|
-2%
|
|
|
103
|
Leavell Investment Management
Mobile,
Alabama
|
$7.6M
|
+$335K
|
+14,160
|
+5%
|
|
|
104
|
|
$7.54M
|
+$370K
|
+15,645
|
+5%
|
|
|
105
|
Horizon Investments
Charlotte,
North Carolina
|
$7.46M
|
-$240K
|
-10,122
|
-3%
|
|
|
106
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$7.4M
|
-$1.02M
|
-42,879
|
-12%
|
|
|
107
|
Weinberger Asset Management
Los Angeles,
California
|
$7.32M
|
-$133K
|
-5,625
|
-2%
|
|
|
108
|
Total Wealth Planning
Cincinnati,
Ohio
|
$7.24M
|
-$3.39M
|
-143,097
|
-32%
|
|
|
109
|
Opes Wealth Management
Menlo Park,
California
|
$7.21M
|
-$133K
|
-5,598
|
-2%
|
|
|
110
|
One Capital Management
Westlake Village,
California
|
$7.14M
|
-$405K
|
-17,109
|
-5%
|
|
|
111
|
Empirical Wealth Management
Seattle,
Washington
|
$7.08M
|
+$207K
|
+8,727
|
+3%
|
|
|
112
|
MAI Capital Management
Independence,
Ohio
|
$6.97M
|
-$73.3K
|
-3,096
|
-1%
|
|
|
113
|
WBH Advisory
Baltimore,
Maryland
|
$6.94M
|
+$2.76M
|
+116,466
|
+64%
|
|
|
114
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.84M
|
-$1.47M
|
-62,166
|
-18%
|
|
|
115
|
Fortress Wealth Management
Culver City,
California
|
$6.83M
|
+$531K
|
+22,449
|
+8%
|
|
|
116
|
Black Diamond Financial
Towson,
Maryland
|
$6.65M
|
+$2.91M
|
+123,051
|
+79%
|
|
|
117
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$6.6M
|
+$17K
|
+717
|
+0.3%
|
|
|
118
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.51M
|
+$1.51M
|
+63,681
|
+30%
|
|
|
119
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$6.45M
|
-$94.2K
|
-3,978
|
-1%
|
|
|
120
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$6.28M
|
+$396K
|
+16,740
|
+7%
|
|
|
121
|
MML Investors Services
Springfield,
Massachusetts
|
$6.15M
|
+$151K
|
+6,375
|
+3%
|
|
|
122
|
Park Avenue Securities
New York
|
$6.09M
|
+$3.12M
|
+131,721
|
+106%
|
|
|
123
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$5.69M
|
+$75.8K
|
+3,201
|
+1%
|
|
|
124
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$5.68M
|
+$687K
|
+29,016
|
+14%
|
|
|
125
|
Glassman Wealth Services
Vienna,
Virginia
|
$5.65M
|
-$99.3K
|
-4,194
|
-2%
|
|
