|
101
|
PDS Planning
Dublin,
Ohio
|
$34.2M
|
+$1.32M
|
+8,585
|
+4%
|
|
|
102
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$34.2M
|
-$751K
|
-4,903
|
-2%
|
|
|
103
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$34M
|
+$460
|
+3
|
+0%
|
|
|
104
|
TD Capital Management
Memphis,
Tennessee
|
$32.6M
|
-$284K
|
-1,855
|
-0.9%
|
|
|
105
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$32.5M
|
-$4.56M
|
-29,759
|
-12%
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$32.5M
|
+$1.14M
|
+7,443
|
+4%
|
|
|
107
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$32.3M
|
+$562K
|
+3,670
|
+2%
|
|
|
108
|
Ballentine Partners
Waltham,
Massachusetts
|
$32M
|
-$267K
|
-1,743
|
-0.8%
|
|
|
109
|
Brookstone Capital Management
Wheaton,
Illinois
|
$31.5M
|
+$284K
|
+1,857
|
+0.9%
|
|
|
110
|
Family Investment Center
Saint Joseph,
Missouri
|
$31.3M
|
+$836K
|
+5,457
|
+3%
|
|
|
111
|
AGF Management
Toronto,
Ontario, Canada
|
$30.9M
|
-$168K
|
-1,097
|
-0.5%
|
|
|
112
|
Avantax Planning Partners
Dubuque,
Iowa
|
$30.7M
|
+$6.76M
|
+44,139
|
+28%
|
|
|
113
|
WMS Partners
Towson,
Maryland
|
$30.6M
|
+$6.73M
|
+43,926
|
+28%
|
|
|
114
|
Seneca Financial Advisors
Rochester,
New York
|
$30.3M
|
-$307K
|
-2,002
|
-1%
|
|
|
115
|
Steward Partners Investment Advisory
New York
|
$30.2M
|
+$977K
|
+6,376
|
+3%
|
|
|
116
|
American Trust
Lexington,
Kentucky
|
$30M
|
+$3.36M
|
+21,906
|
+13%
|
|
|
117
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$29M
|
+$211K
|
+1,379
|
+0.7%
|
|
|
118
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$27.9M
|
+$1.89M
|
+12,347
|
+7%
|
|
|
119
|
Noble Family Wealth
Clearwater,
Florida
|
$27.8M
|
+$27.7M
|
+180,783
|
New
|
|
|
120
|
Northern Trust
Chicago,
Illinois
|
$27.8M
|
-$865K
|
-5,644
|
-3%
|
|
|
121
|
Karpus Investment Management
Pittsford,
New York
|
$27.7M
|
-$1.82M
|
-11,903
|
-6%
|
|
|
122
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$27.6M
|
+$223K
|
+1,454
|
+0.8%
|
|
|
123
|
M&T Bank
Buffalo,
New York
|
$27.5M
|
-$3.34M
|
-21,793
|
-11%
|
|
|
124
|
Equitable Holdings
New York
|
$27.3M
|
-$15.9M
|
-103,733
|
-37%
|
|
|
125
|
Howard Financial Services
Dallas,
Texas
|
$27.2M
|
-$537K
|
-3,507
|
-2%
|
|
