|
76
|
Regal Investment Advisors
Kentwood,
Michigan
|
$16.7M
|
+$1.97M
|
+19,634
|
+13%
|
|
|
77
|
One Capital Management
Westlake Village,
California
|
$16.3M
|
+$47.5K
|
+474
|
+0.3%
|
|
|
78
|
Destiny Wealth Partners
Tavares,
Florida
|
$16.3M
|
+$398K
|
+3,979
|
+2%
|
|
|
79
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$16.2M
|
-$195K
|
-1,945
|
-1%
|
|
|
80
|
Connectus Wealth
Cincinnati,
Ohio
|
$16M
|
+$18.1K
|
+181
|
+0.1%
|
|
|
81
|
Trilogy Capital
Irvine,
California
|
$16M
|
-$1.81M
|
-18,039
|
-10%
|
|
|
82
|
Stifel Financial
St. Louis,
Missouri
|
$15.9M
|
-$10.1M
|
-100,737
|
-38%
|
|
|
83
|
Oppenheimer & Co
New York
|
$15.7M
|
+$905K
|
+9,034
|
+6%
|
|
|
84
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$15.5M
|
+$493K
|
+4,924
|
+3%
|
|
|
85
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$15.5M
|
-$1.5M
|
-14,971
|
-8%
|
|
|
86
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.5M
|
+$12.1M
|
+120,871
|
+327%
|
|
|
87
|
Mercer Global Advisors
Denver,
Colorado
|
$15.4M
|
-$241K
|
-2,402
|
-1%
|
|
|
88
|
Paulson Wealth Management
Wheaton,
Illinois
|
$15.3M
|
+$6.72M
|
+67,137
|
+73%
|
|
|
89
|
Bank of New York Mellon
New York
|
$15.1M
|
-$440K
|
-4,397
|
-3%
|
|
|
90
|
Stordahl Capital Management
Greenwood Village,
Colorado
|
$15M
|
-$315K
|
-3,149
|
-2%
|
|
|
91
|
Tortoise Investment Management
White Plains,
New York
|
$14.9M
|
+$14.6M
|
+145,766
|
+1,548%
|
|
|
92
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$14.9M
|
-$186K
|
-1,855
|
-1%
|
|
|
93
|
ProVise Management Group
Clearwater,
Florida
|
$14.9M
|
+$1.42M
|
+14,211
|
+10%
|
|
|
94
|
Canandaigua National Corp
Canandaigua,
New York
|
$14.6M
|
+$3.15M
|
+31,454
|
+26%
|
|
|
95
|
Lee Financial
Dallas,
Texas
|
$14.5M
|
+$1.6M
|
+15,958
|
+12%
|
|
|
96
|
Equitable Holdings
New York
|
$14.5M
|
+$8.6M
|
+85,897
|
+132%
|
|
|
97
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$14.4M
|
-$560K
|
-5,593
|
-4%
|
|
|
98
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$14.4M
|
-$341K
|
-3,404
|
-2%
|
|
|
99
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$14.3M
|
+$7.51M
|
+75,004
|
+102%
|
|
|
100
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$13.4M
|
+$103K
|
+1,030
|
+0.7%
|
|
