|
76
|
Circle Wealth Management
Summit,
New Jersey
|
$10.5M
|
+$5.74M
|
+23,243
|
+134%
|
|
|
77
|
|
$10.5M
|
-$549K
|
-2,220
|
-5%
|
|
|
78
|
AMI Investment Management
Kendallville,
Indiana
|
$10.1M
|
+$2.14M
|
+8,680
|
+28%
|
|
|
79
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$10.1M
|
-$2.52M
|
-10,187
|
-20%
|
|
|
80
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$10M
|
+$4.47M
|
+18,090
|
+85%
|
|
|
81
|
INVST
Indianapolis,
Indiana
|
$10M
|
+$10.8M
|
+43,537
|
New
|
|
|
82
|
IndexIQ Advisors
New York
|
$9.91M
|
+$8.88M
|
+35,940
|
+1,188%
|
|
|
83
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$9.77M
|
+$1.19M
|
+4,836
|
+14%
|
|
|
84
|
Bailard
Foster City,
California
|
$9.76M
|
+$250K
|
+1,010
|
+3%
|
|
|
85
|
Manchester Capital Management
Manchester,
Vermont
|
$9.65M
|
-$13.7M
|
-55,247
|
-59%
|
|
|
86
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$9.55M
|
+$206K
|
+835
|
+2%
|
|
|
87
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.19M
|
-$295K
|
-1,193
|
-3%
|
|
|
88
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$9.13M
|
-$3.32M
|
-13,437
|
-27%
|
|
|
89
|
Ballast Inc
Lexington,
Kentucky
|
$9.07M
|
+$409K
|
+1,654
|
+5%
|
|
|
90
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$9.03M
|
+$3.28M
|
+13,271
|
+60%
|
|
|
91
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.99M
|
-$948K
|
-3,838
|
-10%
|
|
|
92
|
TIAA FSB
Jacksonville,
Florida
|
$8.71M
|
-$516K
|
-2,087
|
-6%
|
|
|
93
|
Comerica Securities
Detroit,
Michigan
|
$8.53M
|
-$3.83M
|
-15,489
|
-32%
|
|
|
94
|
Chai Trust Company
Chicago,
Illinois
|
$8.51M
|
+$612K
|
+2,476
|
+8%
|
|
|
95
|
Zurich Insurance Group
Zurich,
Switzerland
|
$8.16M
|
–
|
–
|
–
|
|
|
96
|
Callan Capital
La Jolla,
California
|
$8.14M
|
+$745K
|
+3,017
|
+10%
|
|
|
97
|
Financial Management Network
Mission Viejo,
California
|
$8.12M
|
-$7.66K
|
-31
|
-0.1%
|
|
|
98
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8.11M
|
-$72.1K
|
-292
|
-0.9%
|
|
|
99
|
Goepper Burkhardt
Greenville,
South Carolina
|
$7.97M
|
+$392K
|
+1,585
|
+5%
|
|
|
100
|
Goldstein Munger & Associates
San Ramon,
California
|
$7.96M
|
+$7.66K
|
+31
|
+0.1%
|
|
