|
101
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$1.97M
|
+$139K
|
+1,517
|
+7%
|
|
|
102
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.97M
|
+$372K
|
+4,075
|
+23%
|
|
|
103
|
Banco Santander
Madrid,
Spain
|
$1.9M
|
-$514K
|
-5,634
|
-21%
|
|
|
104
|
Round Table Services
Westfield,
New Jersey
|
$1.86M
|
+$1.02M
|
+11,131
|
+116%
|
|
|
105
|
Creative Planning
Overland Park,
Kansas
|
$1.79M
|
-$915K
|
-10,021
|
-33%
|
|
|
106
|
Linscomb Wealth
Houston,
Texas
|
$1.73M
|
+$21.9K
|
+240
|
+1%
|
|
|
107
|
Sunesis Advisors
Overland Park,
Kansas
|
$1.71M
|
+$183
|
+2
|
+0%
|
|
|
108
|
Veritable
Wilmington,
Delaware
|
$1.67M
|
+$164K
|
+1,800
|
+11%
|
|
|
109
|
Prospera Financial Services
Dallas,
Texas
|
$1.65M
|
+$743K
|
+8,139
|
+80%
|
|
|
110
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.59M
|
+$75.4K
|
+826
|
+5%
|
|
|
111
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.58M
|
+$874K
|
+9,570
|
+119%
|
|
|
112
|
Comerica Bank
Dallas,
Texas
|
$1.58M
|
-$1.67M
|
-18,283
|
-48%
|
|
|
113
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.52M
|
-$63.1K
|
-691
|
-4%
|
|
|
114
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$1.47M
|
+$716K
|
+7,837
|
+92%
|
|
|
115
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.47M
|
+$300K
|
+3,285
|
+25%
|
|
|
116
|
|
$1.4M
|
+$55.3K
|
+606
|
+4%
|
|
|
117
|
Mutual Advisors
Omaha,
Nebraska
|
$1.37M
|
+$34.8K
|
+381
|
+3%
|
|
|
118
|
Wealth CMT
Cherry Hill,
New Jersey
|
$1.33M
|
-$12.2K
|
-134
|
-0.9%
|
|
|
119
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.31M
|
+$1.33M
|
+14,584
|
New
|
|
|
120
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.3M
|
-$48.6K
|
-532
|
-4%
|
|
|
121
|
|
$1.29M
|
-$2.74K
|
-30
|
-0.2%
|
|
|
122
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.26M
|
–
|
–
|
–
|
|
|
123
|
Citadel Advisors
Miami,
Florida
|
$1.26M
|
+$897K
|
+9,819
|
+235%
|
|
|
124
|
Salem Capital Management
Woburn,
Massachusetts
|
$1.26M
|
+$272K
|
+2,975
|
+27%
|
|
|
125
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$1.25M
|
+$71.5K
|
+783
|
+6%
|
|
