|
101
|
Clearstead Advisors
Cleveland,
Ohio
|
$2.66M
|
–
|
–
|
–
|
|
|
102
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.63M
|
+$345K
|
+2,820
|
+15%
|
|
|
103
|
Boston Family Office
Boston,
Massachusetts
|
$2.63M
|
+$12.8K
|
+105
|
+0.5%
|
|
|
104
|
Argent Trust Co
Nashville,
Tennessee
|
$2.5M
|
+$46.4K
|
+380
|
+2%
|
|
|
105
|
Rothschild Investment LLC
Chicago,
Illinois
|
$2.5M
|
+$20.8K
|
+170
|
+0.8%
|
|
|
106
|
Mutual Advisors
Omaha,
Nebraska
|
$2.46M
|
+$240K
|
+1,967
|
+11%
|
|
|
107
|
Tiedemann Advisors
New York
|
$2.45M
|
-$112K
|
-917
|
-4%
|
|
|
108
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$2.39M
|
+$198K
|
+1,617
|
New
|
|
|
109
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2.26M
|
-$38.3K
|
-313
|
-2%
|
|
|
110
|
Holt Capital Partners
Fort Worth,
Texas
|
$2.25M
|
-$20.2K
|
-165
|
-0.9%
|
|
|
111
|
Fidelity Investments
Boston,
Massachusetts
|
$2.21M
|
+$440K
|
+3,596
|
+25%
|
|
|
112
|
Cetera Advisors
Denver,
Colorado
|
$2.16M
|
+$653K
|
+5,343
|
+43%
|
|
|
113
|
Oppenheimer & Co
New York
|
$2.1M
|
+$75.5K
|
+618
|
+4%
|
|
|
114
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$2.07M
|
-$647K
|
-5,295
|
-24%
|
|
|
115
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.97M
|
+$1.99M
|
+16,286
|
New
|
|
|
116
|
Personal Financial Consultants
Lafayette,
California
|
$1.86M
|
+$1.85M
|
+15,135
|
New
|
|
|
117
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.85M
|
-$1.74M
|
-14,276
|
Closed
|
|
|
118
|
Telos Capital Management
San Diego,
California
|
$1.82M
|
-$9.29K
|
-76
|
-0.5%
|
|
|
119
|
|
$1.82M
|
–
|
–
|
–
|
|
|
120
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.8M
|
–
|
–
|
–
|
|
|
121
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.66M
|
+$537K
|
+4,396
|
+48%
|
|
|
122
|
Great Lakes Advisors
Chicago,
Illinois
|
$1.66M
|
+$1.07M
|
+8,777
|
+186%
|
|
|
123
|
Bank of the West
Monterey Park,
California
|
$1.6M
|
–
|
–
|
–
|
|
|
124
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.57M
|
+$2.44K
|
+20
|
+0.2%
|
|
|
125
|
Private Capital Group
West Hartford,
Connecticut
|
$1.56M
|
-$52.1K
|
-426
|
-3%
|
|
