|
101
|
Altium Wealth Management
Purchase,
New York
|
$12.4M
|
+$187K
|
+4,572
|
+2%
|
|
|
102
|
CX Institutional
Auburn,
Indiana
|
$12.3M
|
+$564K
|
+13,780
|
+5%
|
|
|
103
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$12.2M
|
+$202K
|
+4,944
|
+2%
|
|
|
104
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$12.2M
|
-$23.9K
|
-584
|
-0.2%
|
|
|
105
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$12M
|
+$380K
|
+9,296
|
+3%
|
|
|
106
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$12M
|
-$157K
|
-3,828
|
-1%
|
|
|
107
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.9M
|
-$87.4M
|
-2,134,876
|
-88%
|
|
|
108
|
Whittier Trust
South Pasadena,
California
|
$11.8M
|
-$477K
|
-11,652
|
-4%
|
|
|
109
|
Viridian RIA
Bothell,
Washington
|
$11.7M
|
+$1.61M
|
+39,416
|
+16%
|
|
|
110
|
Ballentine Partners
Waltham,
Massachusetts
|
$11.5M
|
+$115K
|
+2,812
|
+1%
|
|
|
111
|
Blankinship & Foster
Solana Beach,
California
|
$11.1M
|
-$50.9K
|
-1,244
|
-0.5%
|
|
|
112
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$11.1M
|
-$160K
|
-3,912
|
-1%
|
|
|
113
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$11M
|
-$53.5K
|
-1,308
|
-0.5%
|
|
|
114
|
Founders Financial Securities
Towson,
Maryland
|
$10.8M
|
-$1.69M
|
-41,392
|
-14%
|
|
|
115
|
Horizon Investments
Charlotte,
North Carolina
|
$10.6M
|
-$1.76M
|
-43,128
|
-14%
|
|
|
116
|
Regions Financial Corp
Birmingham,
Alabama
|
$10.6M
|
+$298K
|
+7,284
|
+3%
|
|
|
117
|
United Capital Financial Advisors
Irving,
Texas
|
$10.5M
|
-$127K
|
-3,100
|
-1%
|
|
|
118
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$10.4M
|
-$323K
|
-7,900
|
-3%
|
|
|
119
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$10.3M
|
+$214K
|
+5,232
|
+2%
|
|
|
120
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$10.2M
|
+$114K
|
+2,788
|
+1%
|
|
|
121
|
Meridian Management
Little Rock,
Arkansas
|
$10.2M
|
+$287K
|
+7,024
|
+3%
|
|
|
122
|
Montag & Associates
Atlanta,
Georgia
|
$10.2M
|
+$45K
|
+1,100
|
+0.5%
|
|
|
123
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$9.95M
|
+$117K
|
+2,848
|
+1%
|
|
|
124
|
Ballast Inc
Lexington,
Kentucky
|
$9.88M
|
+$142K
|
+3,468
|
+1%
|
|
|
125
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$9.85M
|
+$435K
|
+10,624
|
+5%
|
|
