|
201
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$3.34M
|
+$47.6K
|
+909
|
+1%
|
|
|
202
|
Ackerman Capital Advisors
Dallas,
Texas
|
$3.3M
|
+$22.9K
|
+437
|
+0.7%
|
|
|
203
|
Lido Advisors
Los Angeles,
California
|
$3.26M
|
+$632K
|
+12,066
|
+24%
|
|
|
204
|
DMC Group
Birmingham,
Alabama
|
$3.24M
|
+$165K
|
+3,158
|
+5%
|
|
|
205
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.21M
|
+$690K
|
+13,174
|
+27%
|
|
|
206
|
Chesley Taft & Associates
Chicago,
Illinois
|
$3.21M
|
-$74K
|
-1,414
|
-2%
|
|
|
207
|
Per Stirling Capital Management
Austin,
Texas
|
$3.18M
|
+$1.63M
|
+31,141
|
+102%
|
|
|
208
|
SWS Partners
Columbus,
Ohio
|
$3.17M
|
+$801K
|
+15,291
|
+33%
|
|
|
209
|
|
$3.15M
|
-$505K
|
-9,645
|
-14%
|
|
|
210
|
Mattson Financial Services
Kentwood,
Michigan
|
$3.14M
|
-$723K
|
-13,799
|
-19%
|
|
|
211
|
Oppenheimer & Co
New York
|
$3.08M
|
+$649K
|
+12,396
|
+26%
|
|
|
212
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$3.07M
|
-$484K
|
-9,239
|
-13%
|
|
|
213
|
Blue Trust Inc
Alpharetta,
Georgia
|
$3.04M
|
+$201K
|
+3,844
|
+7%
|
|
|
214
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.99M
|
+$19.6K
|
+375
|
+0.7%
|
|
|
215
|
Advisory Research
Chicago,
Illinois
|
$2.98M
|
–
|
–
|
–
|
|
|
216
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.96M
|
+$3.01M
|
+57,536
|
New
|
|
|
217
|
Paladin Wealth
Arden Hills,
Minnesota
|
$2.94M
|
-$629K
|
-12,004
|
-17%
|
|
|
218
|
R.M. Davis Inc
Portland,
Maine
|
$2.91M
|
-$253K
|
-4,838
|
-8%
|
|
|
219
|
Essential Planning
Portsmouth,
New Hampshire
|
$2.85M
|
+$2.84M
|
+54,156
|
New
|
|
|
220
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.78M
|
–
|
–
|
–
|
|
|
221
|
Israel Discount Bank of New York
New York
|
$2.78M
|
-$231K
|
-4,407
|
-8%
|
|
|
222
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$2.64M
|
+$140K
|
+2,670
|
+6%
|
|
|
223
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.62M
|
+$1.04M
|
+19,914
|
+64%
|
|
|
224
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.58M
|
-$65.7K
|
-1,254
|
-2%
|
|
|
225
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$2.55M
|
+$2.59M
|
+49,521
|
New
|
|
