|
101
|
|
$15.9M
|
-$3.64M
|
-27,125
|
-20%
|
|
|
102
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$15.5M
|
+$3.15M
|
+23,477
|
+28%
|
|
|
103
|
Nuveen
Charlotte,
North Carolina
|
$15.4M
|
-$4.1M
|
-30,500
|
-22%
|
|
|
104
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.1M
|
+$245K
|
+1,822
|
+2%
|
|
|
105
|
Comerica Bank
Dallas,
Texas
|
$15.1M
|
-$1.13M
|
-8,386
|
-8%
|
|
|
106
|
PrairieView Partners
St. Paul,
Minnesota
|
$14.9M
|
+$611K
|
+4,549
|
+5%
|
|
|
107
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$14.8M
|
+$9.67M
|
+72,024
|
+245%
|
|
|
108
|
Unified Trust Company
Lexington,
Kentucky
|
$14.8M
|
+$13.6M
|
+101,312
|
New
|
|
|
109
|
Center for Financial Planning
Southfied,
Michigan
|
$14.7M
|
+$2.11M
|
+15,706
|
+18%
|
|
|
110
|
MA Private Wealth
San Carlos,
California
|
$14.5M
|
+$13M
|
+96,671
|
+3,566%
|
|
|
111
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$14.4M
|
-$584K
|
-4,346
|
-4%
|
|
|
112
|
Choreo LLC
Rockford,
Illinois
|
$14.4M
|
+$1.55M
|
+11,506
|
+13%
|
|
|
113
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$14.4M
|
+$4.55M
|
+33,898
|
+52%
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.3M
|
+$10.9M
|
+81,456
|
+453%
|
|
|
115
|
Veritable
Wilmington,
Delaware
|
$13.9M
|
+$1.75M
|
+13,035
|
+16%
|
|
|
116
|
Mercer Global Advisors
Denver,
Colorado
|
$13.8M
|
+$1.05M
|
+7,833
|
+9%
|
|
|
117
|
Stephens Inc
Little Rock,
Arkansas
|
$13.7M
|
-$3.6M
|
-26,815
|
-22%
|
|
|
118
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$13.7M
|
+$10.6M
|
+78,769
|
+528%
|
|
|
119
|
Avantax Advisory Services
Dallas,
Texas
|
$13.6M
|
-$1.67M
|
-12,422
|
-12%
|
|
|
120
|
Parallel Advisors
San Francisco,
California
|
$13.5M
|
+$119K
|
+886
|
+1%
|
|
|
121
|
SVB Wealth
Boston,
Massachusetts
|
$13.5M
|
+$7.19M
|
+53,554
|
+137%
|
|
|
122
|
Price Wealth
Austin,
Texas
|
$13.4M
|
-$2.86M
|
-21,335
|
-19%
|
|
|
123
|
BOK Financial Private Wealth
Denver,
Colorado
|
$13.3M
|
-$3.71M
|
-27,626
|
-23%
|
|
|
124
|
D.J. St. Germain
Springfield,
Massachusetts
|
$13.2M
|
+$655K
|
+4,880
|
+6%
|
|
|
125
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.1M
|
+$289K
|
+2,153
|
+2%
|
|
