|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.57M
|
-$779K
|
-15,408
|
-11%
|
|
|
102
|
Sovran Advisors
San Diego,
California
|
$6.37M
|
+$968K
|
+19,128
|
+18%
|
|
|
103
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$6.28M
|
+$3.25M
|
+64,241
|
+107%
|
|
|
104
|
Gotham Asset Management
New York
|
$6.16M
|
-$1M
|
-19,832
|
-14%
|
|
|
105
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$5.99M
|
-$1.65M
|
-32,640
|
-22%
|
|
|
106
|
Silver Oak Securities
Jackson,
Tennessee
|
$5.98M
|
-$3.28M
|
-64,788
|
-35%
|
|
|
107
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5.75M
|
+$3.99M
|
+78,973
|
+228%
|
|
|
108
|
Montecito Bank & Trust
Santa Barbara,
California
|
$5.54M
|
-$127K
|
-2,511
|
-2%
|
|
|
109
|
SteelPeak Wealth
Woodland Hills,
California
|
$5.45M
|
+$577K
|
+11,398
|
+12%
|
|
|
110
|
FWG Holdings
Winter Park,
Florida
|
$5.45M
|
+$2.1M
|
+41,441
|
+63%
|
|
|
111
|
Slow Capital
Greenbrae,
California
|
$5.36M
|
+$1.06M
|
+20,866
|
+25%
|
|
|
112
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$5.21M
|
+$549K
|
+10,856
|
+12%
|
|
|
113
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$5.19M
|
-$227K
|
-4,481
|
-4%
|
|
|
114
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$5.15M
|
-$421K
|
-8,332
|
-8%
|
|
|
115
|
SVB Wealth
Boston,
Massachusetts
|
$5M
|
-$1.23M
|
-24,384
|
-20%
|
|
|
116
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$4.98M
|
+$4.98M
|
+98,363
|
New
|
|
|
117
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.89M
|
+$671K
|
+13,265
|
+16%
|
|
|
118
|
Members Advisory Group
Williamsville,
New York
|
$4.88M
|
+$52.7K
|
+1,041
|
+1%
|
|
|
119
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4.79M
|
-$352K
|
-6,958
|
-7%
|
|
|
120
|
|
$4.79M
|
+$987K
|
+19,516
|
+26%
|
|
|
121
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.5M
|
-$1.19M
|
-23,450
|
-21%
|
|
|
122
|
Central Trust Company
Jefferson City,
Missouri
|
$4.4M
|
+$832K
|
+16,453
|
+23%
|
|
|
123
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$4.13M
|
-$450K
|
-8,887
|
-10%
|
|
|
124
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.09M
|
+$341K
|
+6,748
|
+9%
|
|
|
125
|
AE Wealth Management
Topeka,
Kansas
|
$4.01M
|
-$1.15M
|
-22,804
|
-22%
|
|
