|
101
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$5.55M
|
+$381K
|
+3,246
|
+7%
|
|
|
102
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$5.33M
|
-$488K
|
-4,161
|
-8%
|
|
|
103
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$5.29M
|
+$109K
|
+927
|
+2%
|
|
|
104
|
Merriman Wealth Management
Seattle,
Washington
|
$5.24M
|
+$200K
|
+1,708
|
+4%
|
|
|
105
|
Fidelity Investments
Boston,
Massachusetts
|
$5.02M
|
+$369K
|
+3,140
|
+8%
|
|
|
106
|
Prudential Financial
Newark,
New Jersey
|
$4.89M
|
+$987K
|
+8,406
|
+25%
|
|
|
107
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$4.88M
|
+$2.73M
|
+23,252
|
+127%
|
|
|
108
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.88M
|
+$541K
|
+4,606
|
+12%
|
|
|
109
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.66M
|
+$111K
|
+949
|
+2%
|
|
|
110
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4.66M
|
-$200K
|
-1,701
|
-4%
|
|
|
111
|
Tortoise Investment Management
White Plains,
New York
|
$4.62M
|
-$1.21M
|
-10,300
|
-21%
|
|
|
112
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$4.61M
|
-$5.02M
|
-42,746
|
-52%
|
|
|
113
|
Swan Capital
Pensacola,
Florida
|
$4.53M
|
-$2.16M
|
-18,415
|
-32%
|
|
|
114
|
Simplicity Wealth
Summit,
New Jersey
|
$4.44M
|
+$66.1K
|
+563
|
+2%
|
|
|
115
|
The Family Firm
Bethesda,
Maryland
|
$4.37M
|
+$3.53M
|
+30,086
|
+82%
|
|
|
116
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$4.32M
|
+$87.8K
|
+748
|
+2%
|
|
|
117
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.3M
|
+$115K
|
+981
|
+3%
|
|
|
118
|
Colony Family Offices
Charlotte,
North Carolina
|
$4.29M
|
+$409K
|
+3,489
|
+11%
|
|
|
119
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$4.29M
|
+$2.03M
|
+17,270
|
+90%
|
|
|
120
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.26M
|
-$170K
|
-1,445
|
-4%
|
|
|
121
|
Vawter Financial
Columbus,
Ohio
|
$4.22M
|
+$94.6K
|
+806
|
+2%
|
|
|
122
|
LAM Group
Lake Oswego,
Oregon
|
$4.17M
|
-$52.2K
|
-445
|
-1%
|
|
|
123
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.11M
|
+$65.8K
|
+561
|
+2%
|
|
|
124
|
Flower City Capital
Pittsford,
New York
|
$4.06M
|
+$177K
|
+1,506
|
+5%
|
|
|
125
|
Sage Rhino Capital
Menlo Park,
California
|
$4.04M
|
-$150K
|
-1,278
|
-4%
|
|
