|
76
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$12.5M
|
+$1.15M
|
+39,112
|
+10%
|
|
|
77
|
Windham Capital Management
Boston,
Massachusetts
|
$11.9M
|
+$39.7K
|
+1,353
|
+0.3%
|
|
|
78
|
Bank of New York Mellon
New York
|
$11.9M
|
+$9.7M
|
+330,208
|
+438%
|
|
|
79
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$11.5M
|
+$11.6M
|
+393,722
|
New
|
|
|
80
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.5M
|
-$1.97M
|
-67,073
|
-15%
|
|
|
81
|
M Holdings Securities
Portland,
Oregon
|
$11.3M
|
+$9.44M
|
+321,344
|
+508%
|
|
|
82
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.1M
|
+$11.2M
|
+380,090
|
New
|
|
|
83
|
Horizon Investments
Charlotte,
North Carolina
|
$11M
|
+$4.04M
|
+137,641
|
+58%
|
|
|
84
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$10.9M
|
-$165K
|
-5,622
|
-1%
|
|
|
85
|
Cornerstone Management
Duluth,
Georgia
|
$10.9M
|
-$1.1M
|
-37,597
|
-9%
|
|
|
86
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.8M
|
+$10.4M
|
+354,647
|
+2,707%
|
|
|
87
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.7M
|
-$109K
|
-3,705
|
-1%
|
|
|
88
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$10.6M
|
+$317K
|
+10,800
|
+3%
|
|
|
89
|
Geneos Wealth Management
Englewood,
Colorado
|
$10.2M
|
+$347K
|
+11,820
|
+4%
|
|
|
90
|
Cabot Wealth Management
Salem,
Massachusetts
|
$9.66M
|
+$100K
|
+3,409
|
+1%
|
|
|
91
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$9.63M
|
+$708K
|
+24,125
|
+8%
|
|
|
92
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.91M
|
-$2.2M
|
-74,787
|
-20%
|
|
|
93
|
Fairview Capital Investment Management
Greenbrae,
California
|
$8.88M
|
-$319K
|
-10,875
|
-3%
|
|
|
94
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$8.61M
|
-$936K
|
-31,880
|
-10%
|
|
|
95
|
Avantax Advisory Services
Dallas,
Texas
|
$8.59M
|
-$567K
|
-19,298
|
-6%
|
|
|
96
|
Acima Private Wealth
Richmond,
Virginia
|
$8.49M
|
+$1.84M
|
+62,584
|
+28%
|
|
|
97
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8.34M
|
–
|
–
|
–
|
|
|
98
|
Probity Advisors
Dallas,
Texas
|
$8.15M
|
+$186K
|
+6,336
|
+2%
|
|
|
99
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$8.13M
|
-$5.11M
|
-173,991
|
-39%
|
|
|
100
|
Advisory Services Network
Atlanta,
Georgia
|
$7.75M
|
+$126K
|
+4,289
|
+2%
|
|
