|
101
|
IEQ Capital
Foster City,
California
|
$13.5M
|
-$522K
|
-10,176
|
-4%
|
|
|
102
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.5M
|
+$9.11M
|
+177,520
|
+218%
|
|
|
103
|
Atria Wealth Solutions
New York
|
$13.4M
|
+$13.2M
|
+258,208
|
New
|
|
|
104
|
Axiom Financial Strategies
New Albany,
Indiana
|
$13.4M
|
+$887K
|
+17,280
|
+6%
|
|
|
105
|
Mariner
Overland Park,
Kansas
|
$13.2M
|
+$344K
|
+6,696
|
+3%
|
|
|
106
|
Investment Management of Virginia
Richmond,
Virginia
|
$13.2M
|
-$2.97M
|
-57,944
|
-19%
|
|
|
107
|
Callan Capital
La Jolla,
California
|
$13.1M
|
+$826K
|
+16,088
|
+7%
|
|
|
108
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$12.9M
|
-$1.65M
|
-32,216
|
-12%
|
|
|
109
|
Fiduciary Trust
Boston,
Massachusetts
|
$12.8M
|
-$2.19M
|
-42,688
|
-15%
|
|
|
110
|
Financial Perspectives
Minneapolis,
Minnesota
|
$12.6M
|
–
|
–
|
–
|
|
|
111
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$12.6M
|
+$10.4M
|
+203,176
|
+536%
|
|
|
112
|
MY Wealth Management
Germantown,
Maryland
|
$12.4M
|
-$1.58M
|
-30,768
|
-11%
|
|
|
113
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$12.4M
|
+$1.74M
|
+33,944
|
+17%
|
|
|
114
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$12.3M
|
-$615K
|
-11,976
|
-5%
|
|
|
115
|
CIBC World Market
Toronto,
Ontario, Canada
|
$12.2M
|
+$1.34M
|
+26,040
|
+13%
|
|
|
116
|
|
$12.1M
|
–
|
–
|
–
|
|
|
117
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$12.1M
|
+$90.3K
|
+1,760
|
+0.8%
|
|
|
118
|
Welch Capital Partners
Harrison,
New York
|
$12M
|
–
|
–
|
–
|
|
|
119
|
BOK Financial
Tulsa,
Oklahoma
|
$12M
|
-$170K
|
-3,320
|
-1%
|
|
|
120
|
TD Private Client Wealth
New York
|
$11.6M
|
-$115K
|
-2,240
|
-1%
|
|
|
121
|
Credit Suisse
Zurich,
Switzerland
|
$11.3M
|
+$10.6M
|
+206,792
|
+2,206%
|
|
|
122
|
Dowling & Yahnke
San Diego,
California
|
$11.2M
|
+$812K
|
+15,824
|
+8%
|
|
|
123
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$11.1M
|
+$23K
|
+448
|
+0.2%
|
|
|
124
|
Curi RMB Capital
Chicago,
Illinois
|
$11.1M
|
–
|
–
|
–
|
|
|
125
|
Monumental Financial Group
Rockville,
Maryland
|
$11.1M
|
+$346K
|
+6,736
|
+3%
|
|
