|
176
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$26.5M
|
-$227K
|
-5,380
|
-0.9%
|
|
|
177
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$26.5M
|
+$1.85M
|
+43,855
|
+8%
|
|
|
178
|
Vision Capital Management
Portland,
Oregon
|
$26.4M
|
-$4.51M
|
-107,055
|
-16%
|
|
|
179
|
Harbor Group
Bedford,
New Hampshire
|
$26.2M
|
+$22.9M
|
+542,570
|
New
|
|
|
180
|
American Financial Advisors
Marietta,
Georgia
|
$25.8M
|
+$41.9K
|
+995
|
+0.2%
|
|
|
181
|
New England Professional Planning Group
Westerly,
Rhode Island
|
$25.3M
|
+$38.1K
|
+905
|
+0.2%
|
|
|
182
|
Zions Bancorporation
Salt Lake City,
Utah
|
$25.1M
|
+$9.33M
|
+221,445
|
+68%
|
|
|
183
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$25.1M
|
+$1.05M
|
+24,850
|
+5%
|
|
|
184
|
West Paces Advisors
Atlanta,
Georgia
|
$24.8M
|
+$2.54M
|
+60,335
|
+13%
|
|
|
185
|
ESL Trust Services
Rochester,
New York
|
$24.8M
|
+$29.5K
|
+700
|
+0.1%
|
|
|
186
|
Parsec Financial Management
Asheville,
North Carolina
|
$24.8M
|
+$2.3M
|
+54,515
|
+11%
|
|
|
187
|
Affiance Financial
St. Louis Park,
Minnesota
|
$24.6M
|
-$856K
|
-20,320
|
-4%
|
|
|
188
|
WhitTier Trust Company
Reno,
Nevada
|
$24.5M
|
+$1.06M
|
+25,050
|
+5%
|
|
|
189
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$24.3M
|
+$794K
|
+18,855
|
+4%
|
|
|
190
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$24.1M
|
-$418K
|
-9,925
|
-2%
|
|
|
191
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$23.6M
|
-$699K
|
-16,600
|
-3%
|
|
|
192
|
Diversified Trust
Memphis,
Tennessee
|
$23.1M
|
-$1.09M
|
-25,880
|
-5%
|
|
|
193
|
Cetera Advisor Networks
El Segundo,
California
|
$23M
|
+$453K
|
+10,740
|
+2%
|
|
|
194
|
LGL Partners
Philadelphia,
Pennsylvania
|
$22.8M
|
+$481K
|
+11,425
|
+2%
|
|
|
195
|
Chesley Taft & Associates
Chicago,
Illinois
|
$22.6M
|
+$1.06M
|
+25,255
|
+5%
|
|
|
196
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.4M
|
+$109K
|
+2,585
|
+0.5%
|
|
|
197
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$22.3M
|
+$1.29M
|
+30,515
|
+7%
|
|
|
198
|
Financial Advisory Group
Houston,
Texas
|
$22.3M
|
+$1.39M
|
+32,945
|
+7%
|
|
|
199
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.1M
|
+$248K
|
+5,880
|
+1%
|
|
|
200
|
Clearstead Advisors
Cleveland,
Ohio
|
$21.6M
|
+$370K
|
+8,785
|
+2%
|
|
