|
76
|
SkyOak Wealth
Southfield,
Michigan
|
$5.26M
|
+$5.5M
|
+118,394
|
New
|
|
|
77
|
Trek Financial
Scottsdale,
Arizona
|
$5.08M
|
+$1.85M
|
+39,716
|
+53%
|
|
|
78
|
Quest Investment Management
Lake Oswego,
Oregon
|
$5.04M
|
-$3.35M
|
-72,199
|
-39%
|
|
|
79
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$5.02M
|
-$4.21M
|
-90,618
|
-45%
|
|
|
80
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.01M
|
-$27.7K
|
-597
|
-0.5%
|
|
|
81
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$4.99M
|
+$5.21M
|
+112,204
|
New
|
|
|
82
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$4.66M
|
-$95K
|
-2,044
|
-2%
|
|
|
83
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4.56M
|
+$595K
|
+12,815
|
+15%
|
|
|
84
|
M&T Bank
Buffalo,
New York
|
$4.49M
|
-$124K
|
-2,660
|
-3%
|
|
|
85
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$4.44M
|
-$151K
|
-3,241
|
-3%
|
|
|
86
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$4.37M
|
+$8.09K
|
+174
|
+0.2%
|
|
|
87
|
Equitable Holdings
New York
|
$4.35M
|
+$1.86M
|
+40,088
|
+69%
|
|
|
88
|
|
$4.27M
|
+$4.46M
|
+96,000
|
New
|
|
|
89
|
ING Group
Amsterdam,
Netherlands
|
$4.22M
|
+$3.25M
|
+70,000
|
+280%
|
|
|
90
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$4.13M
|
+$4.32M
|
+93,031
|
New
|
|
|
91
|
KWB Wealth
Redlands,
California
|
$4.06M
|
+$694K
|
+14,932
|
+20%
|
|
|
92
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$4.06M
|
-$26K
|
-560
|
-0.6%
|
|
|
93
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$4.05M
|
-$292K
|
-6,287
|
-6%
|
|
|
94
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$3.94M
|
+$759K
|
+16,324
|
+23%
|
|
|
95
|
Creative Financial Designs
Kokomo,
Indiana
|
$3.86M
|
+$327K
|
+7,046
|
+9%
|
|
|
96
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3.74M
|
+$276K
|
+5,950
|
+8%
|
|
|
97
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.73M
|
+$3M
|
+64,599
|
+335%
|
|
|
98
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$3.72M
|
+$3.22M
|
+69,276
|
+480%
|
|
|
99
|
Meitav Investment House
Bene-Beraq,
Israel
|
$3.67M
|
+$529K
|
+11,386
|
+16%
|
|
|
100
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$3.65M
|
+$1.28M
|
+27,604
|
+50%
|
|
