|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19.4M
|
-$4.4M
|
-69,456
|
-19%
|
|
|
102
|
CVA Family Office
Denver,
Colorado
|
$19.3M
|
+$603K
|
+9,520
|
+3%
|
|
|
103
|
The Wealth Group
Eden Prairie,
Minnesota
|
$18.9M
|
+$990K
|
+15,624
|
+6%
|
|
|
104
|
Advisory Services Network
Atlanta,
Georgia
|
$18.8M
|
-$920K
|
-14,520
|
-5%
|
|
|
105
|
XML Financial
Bethesda,
Maryland
|
$18.8M
|
+$384K
|
+6,064
|
+2%
|
|
|
106
|
Callan Capital
La Jolla,
California
|
$18.6M
|
-$722K
|
-11,392
|
-4%
|
|
|
107
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$18.5M
|
-$575K
|
-9,072
|
-3%
|
|
|
108
|
IEQ Capital
Foster City,
California
|
$18.5M
|
+$137K
|
+2,160
|
+0.8%
|
|
|
109
|
|
$18M
|
-$10.1M
|
-158,840
|
-37%
|
|
|
110
|
Magnolia Wealth Management
Dothan,
Alabama
|
$17.9M
|
+$8.73M
|
+137,744
|
+102%
|
|
|
111
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$17.5M
|
–
|
–
|
–
|
|
|
112
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$17.4M
|
-$302K
|
-4,760
|
-2%
|
|
|
113
|
Advisors Preferred
Rockville,
Maryland
|
$17.4M
|
+$1.44M
|
+22,728
|
+9%
|
|
|
114
|
William Blair & Company
Chicago,
Illinois
|
$16.9M
|
+$224K
|
+3,536
|
+1%
|
|
|
115
|
|
$16.8M
|
–
|
–
|
–
|
|
|
116
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16.3M
|
-$4.57M
|
-72,112
|
-22%
|
|
|
117
|
Karpus Investment Management
Pittsford,
New York
|
$15.9M
|
+$220K
|
+3,464
|
+1%
|
|
|
118
|
Eudaimonia Partners
Winchester,
Tennessee
|
$15.7M
|
+$355K
|
+5,608
|
+2%
|
|
|
119
|
Wiser Wealth Management
Marietta,
Georgia
|
$15.6M
|
+$580K
|
+9,152
|
+4%
|
|
|
120
|
Harbour Investments
Madison,
Wisconsin
|
$15M
|
+$100K
|
+1,584
|
+0.7%
|
|
|
121
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$14.8M
|
-$43.1K
|
-680
|
-0.3%
|
|
|
122
|
Welch Capital Partners
Harrison,
New York
|
$14.7M
|
–
|
–
|
–
|
|
|
123
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$14.4M
|
-$16.2K
|
-256
|
-0.1%
|
|
|
124
|
Fiduciary Trust
Boston,
Massachusetts
|
$14M
|
-$186K
|
-2,936
|
-1%
|
|
|
125
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$13.6M
|
-$624K
|
-9,848
|
-5%
|
|
