|
201
|
Cambridge Associates
Boston,
Massachusetts
|
$27.9M
|
+$2.5M
|
+46,230
|
+10%
|
|
|
202
|
D.A. Davidson & Co
Great Falls,
Montana
|
$27.6M
|
+$32.7K
|
+605
|
+0.1%
|
|
|
203
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27.5M
|
–
|
–
|
–
|
|
|
204
|
Strategic Wealth Management Group
Fulton,
Maryland
|
$27.4M
|
-$105K
|
-1,950
|
-0.4%
|
|
|
205
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$27.2M
|
+$9.9M
|
+183,325
|
+57%
|
|
|
206
|
Chesley Taft & Associates
Chicago,
Illinois
|
$26.5M
|
-$45.9K
|
-850
|
-0.2%
|
|
|
207
|
LGL Partners
Philadelphia,
Pennsylvania
|
$26.5M
|
+$9.72K
|
+180
|
+0%
|
|
|
208
|
Equitable Holdings
New York
|
$26.5M
|
+$2.1M
|
+38,805
|
+9%
|
|
|
209
|
PFS Investments
Duluth,
Georgia
|
$26.4M
|
-$14.5M
|
-269,275
|
-35%
|
|
|
210
|
Affiance Financial
St. Louis Park,
Minnesota
|
$26.4M
|
-$476K
|
-8,820
|
-2%
|
|
|
211
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$26.4M
|
+$354K
|
+6,565
|
+1%
|
|
|
212
|
Salomon & Ludwin
Richmond,
Virginia
|
$26.2M
|
+$292K
|
+5,400
|
+1%
|
|
|
213
|
Vision Capital Management
Portland,
Oregon
|
$25.8M
|
-$4.4M
|
-81,480
|
-15%
|
|
|
214
|
Clearstead Advisors
Cleveland,
Ohio
|
$25.3M
|
-$421K
|
-7,805
|
-2%
|
|
|
215
|
Diversified Trust
Memphis,
Tennessee
|
$25.2M
|
+$290K
|
+5,370
|
+1%
|
|
|
216
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$25.1M
|
-$11M
|
-204,500
|
-30%
|
|
|
217
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$24.8M
|
+$1.08M
|
+19,920
|
+5%
|
|
|
218
|
INVST
Indianapolis,
Indiana
|
$24.7M
|
+$875K
|
+16,200
|
+4%
|
|
|
219
|
Crewe Advisors
Salt Lake City,
Utah
|
$24.5M
|
+$1.3M
|
+24,035
|
+6%
|
|
|
220
|
Financial Advisory Group
Houston,
Texas
|
$24.1M
|
-$285K
|
-5,275
|
-1%
|
|
|
221
|
Twele Capital Management
Minnetonka,
Minnesota
|
$23.9M
|
-$489K
|
-9,050
|
-2%
|
|
|
222
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$23.9M
|
-$480K
|
-8,885
|
-2%
|
|
|
223
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$23.4M
|
+$2.33M
|
+43,100
|
+11%
|
|
|
224
|
Trilogy Capital
Irvine,
California
|
$23.1M
|
-$719K
|
-13,320
|
-3%
|
|
|
225
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$22.9M
|
+$1.31M
|
+24,305
|
+6%
|
|
