|
101
|
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
|
$1.28M
|
+$261K
|
+1,417
|
+26%
|
|
|
102
|
Mariner
Overland Park,
Kansas
|
$1.24M
|
-$288K
|
-1,567
|
-19%
|
|
|
103
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.18M
|
+$139K
|
+758
|
+14%
|
|
|
104
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.15M
|
+$53.2K
|
+289
|
+5%
|
|
|
105
|
|
$1.14M
|
+$10.9K
|
+59
|
+1%
|
|
|
106
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
$1.06M
|
+$1.05M
|
+5,703
|
New
|
|
|
107
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.04M
|
-$4.45M
|
-24,167
|
-81%
|
|
|
108
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.02M
|
+$166K
|
+900
|
+20%
|
|
|
109
|
|
$1.02M
|
-$16.6K
|
-90
|
-2%
|
|
|
110
|
Atomi Financial Group
New York
|
$1.02M
|
-$299K
|
-1,623
|
-23%
|
|
|
111
|
|
$1.01M
|
-$1.89M
|
-10,261
|
-65%
|
|
|
112
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$1.01M
|
-$310K
|
-1,684
|
-21%
|
|
|
113
|
Avior Wealth Management
Omaha,
Nebraska
|
$1M
|
-$33.9K
|
-184
|
-3%
|
|
|
114
|
Schusterman Interests
Tulsa,
Oklahoma
|
$999K
|
+$989K
|
+5,375
|
New
|
|
|
115
|
|
$998K
|
+$184
|
+1
|
+0%
|
|
|
116
|
LOM Asset Management
Hamilton,
|
$973K
|
-$34K
|
-185
|
-3%
|
|
|
117
|
Stratos Investment Management
Beachwood,
Ohio
|
$910K
|
-$7.91K
|
-43
|
-0.9%
|
|
|
118
|
CX Institutional
Auburn,
Indiana
|
$801K
|
-$107K
|
-579
|
-12%
|
|
|
119
|
Park Avenue Securities
New York
|
$800K
|
+$53.5K
|
+291
|
+7%
|
|
|
120
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$777K
|
+$769K
|
+4,181
|
New
|
|
|
121
|
Joel Isaacson & Co
New York
|
$760K
|
–
|
–
|
–
|
|
|
122
|
Strategic Blueprint
Atlanta,
Georgia
|
$758K
|
–
|
–
|
–
|
|
|
123
|
Valeo Financial Advisors
Carmel,
Indiana
|
$756K
|
-$5.52K
|
-30
|
-0.7%
|
|
|
124
|
Snowden Capital Advisors
New York
|
$745K
|
+$57.2K
|
+311
|
+8%
|
|
|
125
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$740K
|
–
|
–
|
–
|
|
