|
151
|
Cedar Capital
Barrington,
Illinois
|
$23.2M
|
+$22.6M
|
+611,755
|
New
|
|
|
152
|
Oppenheimer Asset Management
New York
|
$23.2M
|
–
|
–
|
–
|
|
|
153
|
Trilogy Capital
Irvine,
California
|
$23.1M
|
+$22.5M
|
+607,500
|
New
|
|
|
154
|
Planning Alternatives
Birmingham,
Michigan
|
$23M
|
-$92.4K
|
-2,500
|
-0.4%
|
|
|
155
|
Affiance Financial
St. Louis Park,
Minnesota
|
$23M
|
+$1.13M
|
+30,625
|
+5%
|
|
|
156
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$22.4M
|
+$4.31M
|
+116,470
|
+25%
|
|
|
157
|
Vision Capital Management
Portland,
Oregon
|
$22.3M
|
+$1.29M
|
+34,755
|
+6%
|
|
|
158
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$22.2M
|
+$302K
|
+8,165
|
+1%
|
|
|
159
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$22.1M
|
+$21.6M
|
+582,815
|
New
|
|
|
160
|
Mariner
Overland Park,
Kansas
|
$21.3M
|
+$1.47M
|
+39,870
|
+8%
|
|
|
161
|
Cetera Advisors
Denver,
Colorado
|
$21.3M
|
+$159K
|
+4,300
|
+0.8%
|
|
|
162
|
First Horizon Advisors
Memphis,
Tennessee
|
$21.3M
|
+$1.86M
|
+50,290
|
+10%
|
|
|
163
|
|
$21.3M
|
+$19.3M
|
+521,980
|
+1,353%
|
|
|
164
|
Citizens Business Bank
Ontario,
California
|
$21.2M
|
-$8.24M
|
-222,935
|
-29%
|
|
|
165
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$20.9M
|
-$44.9K
|
-1,215
|
-0.2%
|
|
|
166
|
Geneos Wealth Management
Englewood,
Colorado
|
$20.7M
|
+$3.08M
|
+83,260
|
+18%
|
|
|
167
|
Coldstream Capital Management
Bellevue,
Washington
|
$20.6M
|
+$750K
|
+20,285
|
+4%
|
|
|
168
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$20.4M
|
-$638K
|
-17,250
|
-3%
|
|
|
169
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$20.2M
|
+$1.93M
|
+52,210
|
+11%
|
|
|
170
|
Freestone Capital Holdings
Seattle,
Washington
|
$20M
|
+$15M
|
+405,420
|
+331%
|
|
|
171
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$20M
|
+$90.4K
|
+2,445
|
+0.5%
|
|
|
172
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$19.9M
|
+$1.55M
|
+42,000
|
+9%
|
|
|
173
|
Townsend & Associates
Westminster,
Colorado
|
$19.8M
|
+$19.3M
|
+522,600
|
New
|
|
|
174
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$19.8M
|
+$681K
|
+18,410
|
+4%
|
|
|
175
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$19.8M
|
+$160K
|
+4,325
|
+0.8%
|
|
