|
101
|
BigSur Wealth Management
Miami,
Florida
|
$10.3M
|
–
|
–
|
–
|
|
|
102
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$10.2M
|
+$4.53M
|
+66,941
|
+82%
|
|
|
103
|
Allianz Asset Management
Munich,
Germany
|
$10M
|
+$6.09M
|
+90,000
|
+157%
|
|
|
104
|
Windham Capital Management
Boston,
Massachusetts
|
$10M
|
-$71.6K
|
-1,058
|
-0.7%
|
|
|
105
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$9.89M
|
+$96.5K
|
+1,426
|
+1%
|
|
|
106
|
Prudent Investors Network
Lake Forest,
California
|
$9.88M
|
+$176K
|
+2,594
|
+2%
|
|
|
107
|
SG Americas Securities
New York
|
$9.81M
|
-$900K
|
-13,303
|
-8%
|
|
|
108
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$9.45M
|
+$206K
|
+3,042
|
+2%
|
|
|
109
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.24M
|
+$165K
|
+2,441
|
+2%
|
|
|
110
|
Advisory Services & Investments
Bend,
Oregon
|
$9.09M
|
-$76.7K
|
-1,133
|
-0.8%
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.99M
|
-$39.9M
|
-589,824
|
-82%
|
|
|
112
|
Burton Enright Welch
Walnut Creek,
California
|
$8.7M
|
+$8.63M
|
+127,547
|
New
|
|
|
113
|
Executive Wealth Group
Kirkland,
Washington
|
$8.63M
|
-$340K
|
-5,019
|
-4%
|
|
|
114
|
Truist Financial
Charlotte,
North Carolina
|
$8.35M
|
-$3.84M
|
-56,718
|
-32%
|
|
|
115
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$7.96M
|
+$2.27M
|
+33,484
|
+40%
|
|
|
116
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$7.94M
|
+$7.88M
|
+116,376
|
New
|
|
|
117
|
Point72 Asset Management
Stamford,
Connecticut
|
$7.85M
|
-$3.55M
|
-52,500
|
-31%
|
|
|
118
|
Destiny Wealth Partners
Tavares,
Florida
|
$7.77M
|
+$1.79M
|
+26,487
|
+30%
|
|
|
119
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$7.67M
|
+$331K
|
+4,893
|
+5%
|
|
|
120
|
Covington Capital Management
Los Angeles,
California
|
$7.53M
|
-$772K
|
-11,406
|
-9%
|
|
|
121
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.47M
|
+$58.9K
|
+870
|
+0.8%
|
|
|
122
|
|
$6.97M
|
+$79.3K
|
+1,171
|
+1%
|
|
|
123
|
MML Investors Services
Springfield,
Massachusetts
|
$6.92M
|
-$872K
|
-12,876
|
-11%
|
|
|
124
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$6.8M
|
+$585K
|
+8,640
|
+9%
|
|
|
125
|
Vicus Capital
State College,
Pennsylvania
|
$6.54M
|
+$6.61M
|
+97,609
|
New
|
|
