|
101
|
Corient Private Wealth
Miami,
Florida
|
$3.07M
|
-$1.29M
|
-6,545
|
-30%
|
|
|
102
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$3M
|
–
|
–
|
–
|
|
|
103
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.95M
|
–
|
–
|
–
|
|
|
104
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.91M
|
+$1.59M
|
+8,076
|
+131%
|
|
|
105
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.83M
|
-$2.95K
|
-15
|
-0.1%
|
|
|
106
|
Advisory Services Network
Atlanta,
Georgia
|
$2.8M
|
+$250K
|
+1,275
|
+10%
|
|
|
107
|
Axiom Financial Strategies
New Albany,
Indiana
|
$2.78M
|
-$79.2K
|
-403
|
-3%
|
|
|
108
|
Stelac Advisory Services
New York
|
$2.76M
|
–
|
–
|
–
|
|
|
109
|
Prudential Financial
Newark,
New Jersey
|
$2.74M
|
-$202K
|
-1,028
|
-7%
|
|
|
110
|
FFG Retirement Advisors
Centennial,
Colorado
|
$2.73M
|
+$57K
|
+290
|
+2%
|
|
|
111
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$2.73M
|
-$16.5K
|
-84
|
-0.6%
|
|
|
112
|
Cypress Wealth Services
Palm Desert,
California
|
$2.69M
|
-$104K
|
-527
|
-4%
|
|
|
113
|
Novare Capital Management
Charlotte,
North Carolina
|
$2.63M
|
-$131K
|
-665
|
-5%
|
|
|
114
|
Equitable Holdings
New York
|
$2.59M
|
+$245K
|
+1,246
|
+11%
|
|
|
115
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.57M
|
-$15.5K
|
-79
|
-0.6%
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$2.51M
|
+$207K
|
+1,053
|
+9%
|
|
|
117
|
CIBC World Market
Toronto,
Ontario, Canada
|
$2.5M
|
-$10.6K
|
-54
|
-0.4%
|
|
|
118
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$2.45M
|
-$40.9K
|
-208
|
-2%
|
|
|
119
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.45M
|
-$168K
|
-854
|
-7%
|
|
|
120
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$2.43M
|
+$457K
|
+2,329
|
+24%
|
|
|
121
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.39M
|
-$648K
|
-3,300
|
-22%
|
|
|
122
|
WBH Advisory
Baltimore,
Maryland
|
$2.37M
|
–
|
–
|
–
|
|
|
123
|
CIC Wealth
Rockville,
Maryland
|
$2.34M
|
-$270K
|
-1,374
|
-11%
|
|
|
124
|
Mercer Global Advisors
Denver,
Colorado
|
$2.29M
|
-$174K
|
-887
|
-7%
|
|
|
125
|
|
$2.24M
|
-$20K
|
-102
|
-0.9%
|
|
