|
326
|
Diversified Trust
Memphis,
Tennessee
|
$14M
|
-$1.58M
|
-13,382
|
-10%
|
|
|
327
|
Mission Wealth Management
Santa Barbara,
California
|
$13.9M
|
-$768K
|
-6,517
|
-5%
|
|
|
328
|
Diligent Investors
Redlands,
California
|
$13.7M
|
-$965K
|
-8,190
|
-7%
|
|
|
329
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$13.6M
|
+$13.6M
|
+115,299
|
New
|
|
|
330
|
Tiemann Investment Advisors
Menlo Park,
California
|
$13.6M
|
+$2.42M
|
+20,510
|
+22%
|
|
|
331
|
Integrated Advisors Network
Dallas,
Texas
|
$13.5M
|
-$3.15M
|
-26,735
|
-19%
|
|
|
332
|
North American Management
Boston,
Massachusetts
|
$13.3M
|
+$957K
|
+8,123
|
+8%
|
|
|
333
|
Calamos Wealth Management
Naperville,
Illinois
|
$13.3M
|
-$1.59M
|
-13,485
|
-11%
|
|
|
334
|
Shilanski & Associates
Anchorage,
Alaska
|
$13.2M
|
+$805K
|
+6,836
|
+7%
|
|
|
335
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$13.2M
|
+$2.48M
|
+21,011
|
+23%
|
|
|
336
|
KFA Private Wealth Group
Tysons,
Virginia
|
$12.9M
|
+$439K
|
+3,727
|
+4%
|
|
|
337
|
TD Private Client Wealth
New York
|
$12.7M
|
+$6.37M
|
+54,059
|
+100%
|
|
|
338
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.7M
|
+$1.12M
|
+9,537
|
+10%
|
|
|
339
|
IHT Wealth Management
Chicago,
Illinois
|
$12.7M
|
+$307K
|
+2,605
|
+2%
|
|
|
340
|
PDS Planning
Dublin,
Ohio
|
$12.7M
|
+$2.19M
|
+18,624
|
+21%
|
|
|
341
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$12.6M
|
-$3.42K
|
-29
|
-0%
|
|
|
342
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$12.5M
|
-$357K
|
-3,030
|
-3%
|
|
|
343
|
GM Advisory Group
Melville,
New York
|
$12.5M
|
+$1.27M
|
+10,811
|
+11%
|
|
|
344
|
Calton & Associates
Tampa,
Florida
|
$12.4M
|
-$1.84M
|
-15,640
|
-13%
|
|
|
345
|
Sompo Asset Management
Tokyo,
Japan
|
$12.4M
|
+$8.78M
|
+74,572
|
+247%
|
|
|
346
|
Avidian Wealth Enterprises
Houston,
Texas
|
$12.3M
|
-$15.6M
|
-132,584
|
-56%
|
|
|
347
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$12.3M
|
+$345K
|
+2,932
|
+3%
|
|
|
348
|
WealthShield Partners
Cary,
North Carolina
|
$12.2M
|
+$6.15M
|
+52,242
|
+102%
|
|
|
349
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$12.2M
|
+$557K
|
+4,732
|
+5%
|
|
|
350
|
Advisory Services Network
Atlanta,
Georgia
|
$12.1M
|
+$2.51M
|
+21,298
|
+26%
|
|
