|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47.7M
|
+$1.93M
|
+23,584
|
+4%
|
|
|
102
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$46.2M
|
+$2.09M
|
+25,631
|
+5%
|
|
|
103
|
MilWealth Group
Milwaukee,
Wisconsin
|
$46M
|
-$601K
|
-7,355
|
-1%
|
|
|
104
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$46M
|
-$48.4K
|
-592
|
-0.1%
|
|
|
105
|
Bailard
Foster City,
California
|
$45.8M
|
+$594K
|
+7,262
|
+1%
|
|
|
106
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$45M
|
+$17.6M
|
+215,500
|
+67%
|
|
|
107
|
Caprock Group
Boise,
Idaho
|
$44.9M
|
-$684K
|
-8,373
|
-2%
|
|
|
108
|
Performa Ltd (US)
Charleston,
South Carolina
|
$44.7M
|
+$1.26M
|
+15,464
|
+3%
|
|
|
109
|
R.M. Davis Inc
Portland,
Maine
|
$44.2M
|
-$269K
|
-3,287
|
-0.6%
|
|
|
110
|
LRI Investments
Palm Beach Gardens,
Florida
|
$44M
|
+$819K
|
+10,020
|
+2%
|
|
|
111
|
Threadgill Financial
Spring,
Texas
|
$43.5M
|
+$1.2M
|
+14,682
|
+3%
|
|
|
112
|
5th Street Advisors
Southport,
Connecticut
|
$42.9M
|
-$1.28M
|
-15,686
|
-3%
|
|
|
113
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$42.7M
|
+$1.41M
|
+17,300
|
+4%
|
|
|
114
|
Mariner
Overland Park,
Kansas
|
$41.8M
|
+$271K
|
+3,316
|
+0.7%
|
|
|
115
|
AllGen Financial Advisors
Orlando,
Florida
|
$40.4M
|
-$1.81M
|
-22,186
|
-4%
|
|
|
116
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$40.2M
|
+$472K
|
+5,770
|
+1%
|
|
|
117
|
Sentinel Trust
Houston,
Texas
|
$39.7M
|
-$1.17M
|
-14,346
|
-3%
|
|
|
118
|
Bank of New York Mellon
New York
|
$39.4M
|
+$3.53M
|
+43,168
|
+10%
|
|
|
119
|
M&T Bank
Buffalo,
New York
|
$39M
|
+$10.2M
|
+125,280
|
+37%
|
|
|
120
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$38.4M
|
-$440K
|
-5,383
|
-1%
|
|
|
121
|
Avion Wealth
The Woodlands,
Texas
|
$38.3M
|
+$3.61M
|
+44,132
|
+11%
|
|
|
122
|
Kestra Advisory Services
Austin,
Texas
|
$37.8M
|
-$5.33M
|
-65,237
|
-13%
|
|
|
123
|
Sage Financial Management Group
Mclean,
Virginia
|
$37.3M
|
+$365K
|
+4,471
|
+1%
|
|
|
124
|
Albion Financial Group
Salt Lake City,
Utah
|
$37.2M
|
+$162K
|
+1,987
|
+0.4%
|
|
|
125
|
United Capital Financial Advisors
Irving,
Texas
|
$36.5M
|
+$48.1K
|
+589
|
+0.1%
|
|
