|
101
|
Ballentine Partners
Waltham,
Massachusetts
|
$10.7M
|
+$264K
|
+2,268
|
+3%
|
|
|
102
|
Dan L. Duncan Foundation
Houston,
Texas
|
$10.7M
|
+$10.7M
|
+91,637
|
New
|
|
|
103
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$10.7M
|
+$4.29M
|
+36,887
|
+67%
|
|
|
104
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$10.7M
|
-$77.4K
|
-666
|
-0.7%
|
|
|
105
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$10.7M
|
+$10.6M
|
+91,454
|
New
|
|
|
106
|
Scotia Capital
Toronto,
Ontario, Canada
|
$10.7M
|
-$479K
|
-4,120
|
-4%
|
|
|
107
|
James Investment Research
Alpha,
Ohio
|
$10.6M
|
-$2.68M
|
-23,014
|
-20%
|
|
|
108
|
Estate Counselors
Thiensville,
Wisconsin
|
$10.6M
|
-$14.1M
|
-121,155
|
-57%
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.2M
|
-$96.1K
|
-827
|
-0.9%
|
|
|
110
|
Atria Investments
Charlotte,
North Carolina
|
$9.88M
|
-$352K
|
-3,028
|
-3%
|
|
|
111
|
Washington Trust
Westerly,
Rhode Island
|
$9.86M
|
+$169K
|
+1,451
|
+2%
|
|
|
112
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.8M
|
+$2.79M
|
+23,966
|
+40%
|
|
|
113
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.78M
|
+$379K
|
+3,264
|
+4%
|
|
|
114
|
Arax Advisory Partners
Denver,
Colorado
|
$9.77M
|
-$181K
|
-1,559
|
-2%
|
|
|
115
|
Asset Management Group
Stamford,
Connecticut
|
$9.66M
|
-$54.6K
|
-470
|
-0.6%
|
|
|
116
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$9.43M
|
+$198K
|
+1,707
|
+2%
|
|
|
117
|
Neuberger Berman Group
New York
|
$9.22M
|
+$6.43M
|
+55,341
|
+233%
|
|
|
118
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9.07M
|
+$91.8K
|
+790
|
+1%
|
|
|
119
|
The Family Firm
Bethesda,
Maryland
|
$9.06M
|
+$44.9K
|
+386
|
+0.5%
|
|
|
120
|
Avantax Advisory Services
Dallas,
Texas
|
$9.01M
|
+$8.2M
|
+70,524
|
+1,035%
|
|
|
121
|
Millennium Management
New York
|
$8.89M
|
+$6.28M
|
+53,996
|
+242%
|
|
|
122
|
TIAA FSB
Jacksonville,
Florida
|
$8.84M
|
-$402K
|
-3,457
|
-4%
|
|
|
123
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$8.84M
|
+$217K
|
+1,866
|
+3%
|
|
|
124
|
1 North Wealth Services
Annapolis,
Maryland
|
$8.79M
|
+$120K
|
+1,034
|
+1%
|
|
|
125
|
Belpointe Asset Management
Reno,
Nevada
|
$8.74M
|
+$3.19M
|
+27,411
|
+58%
|
|
