|
101
|
Stolz & Associates
Tacoma,
Washington
|
$12.3M
|
+$592K
|
+5,374
|
+5%
|
|
|
102
|
Trajan Wealth
Scottsdale,
Arizona
|
$12.3M
|
-$1.43M
|
-12,935
|
-10%
|
|
|
103
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12M
|
+$5.44M
|
+49,392
|
+83%
|
|
|
104
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$12M
|
-$4.01M
|
-36,373
|
-25%
|
|
|
105
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$12M
|
+$11.9M
|
+108,400
|
New
|
|
|
106
|
Oak Family Advisors
Chicago,
Illinois
|
$11.9M
|
+$1.95M
|
+17,695
|
+20%
|
|
|
107
|
Lee Financial
Dallas,
Texas
|
$11.7M
|
-$336K
|
-3,048
|
-3%
|
|
|
108
|
Mayport LLC
Newton,
Massachusetts
|
$11.6M
|
+$2.31K
|
+21
|
+0%
|
|
|
109
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$11.6M
|
+$4.89M
|
+44,377
|
+73%
|
|
|
110
|
Pacifica Partners
Surrey,
Canada
|
$11.4M
|
+$2.95M
|
+26,784
|
+35%
|
|
|
111
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11.3M
|
+$964K
|
+8,748
|
+9%
|
|
|
112
|
Udine Wealth Management
Boca Raton,
Florida
|
$11.2M
|
-$937K
|
-8,500
|
-8%
|
|
|
113
|
Winch Advisory Services
Appleton,
Wisconsin
|
$11M
|
-$810K
|
-7,345
|
-7%
|
|
|
114
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$10.9M
|
+$10.9M
|
+99,190
|
New
|
|
|
115
|
Farringdon Capital
London,
United Kingdom
|
$10.5M
|
–
|
–
|
–
|
|
|
116
|
Vernal Point Advisors
San Francisco,
California
|
$10.3M
|
+$3.6M
|
+32,668
|
+54%
|
|
|
117
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$10.3M
|
+$951K
|
+8,625
|
+10%
|
|
|
118
|
Steward Partners Investment Advisory
New York
|
$10.2M
|
-$940K
|
-8,530
|
-8%
|
|
|
119
|
Pacific Center for Financial Services
San Ramon,
California
|
$9.91M
|
+$2.56M
|
+23,193
|
+35%
|
|
|
120
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.53M
|
+$2.88M
|
+26,165
|
+43%
|
|
|
121
|
Arete Wealth Advisors
Chicago,
Illinois
|
$9.45M
|
-$537K
|
-4,870
|
-5%
|
|
|
122
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$9.4M
|
-$3.4M
|
-30,807
|
-27%
|
|
|
123
|
Prudential plc
London, England,
United Kingdom
|
$9.14M
|
+$348K
|
+3,155
|
+4%
|
|
|
124
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$9.09M
|
-$110K
|
-998
|
-1%
|
|
|
125
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$9.05M
|
-$5.82M
|
-52,756
|
-39%
|
|
