|
201
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$29.9M
|
+$825K
|
+14,820
|
+3%
|
|
|
202
|
D.A. Davidson & Co
Great Falls,
Montana
|
$29.9M
|
+$589K
|
+10,590
|
+2%
|
|
|
203
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.7M
|
+$29.2M
|
+523,935
|
New
|
|
|
204
|
American Financial Advisors
Marietta,
Georgia
|
$29.6M
|
-$11.7K
|
-210
|
-0%
|
|
|
205
|
Parsec Financial Management
Asheville,
North Carolina
|
$29.4M
|
-$531K
|
-9,535
|
-2%
|
|
|
206
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$28.3M
|
+$2.73M
|
+49,040
|
+11%
|
|
|
207
|
Chesley Taft & Associates
Chicago,
Illinois
|
$28.1M
|
-$70.4K
|
-1,265
|
-0.3%
|
|
|
208
|
Crewe Advisors
Salt Lake City,
Utah
|
$28.1M
|
+$1.5M
|
+26,950
|
+6%
|
|
|
209
|
Salomon & Ludwin
Richmond,
Virginia
|
$28M
|
-$374K
|
-6,720
|
-1%
|
|
|
210
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$27.7M
|
-$122K
|
-2,200
|
-0.5%
|
|
|
211
|
Affiance Financial
St. Louis Park,
Minnesota
|
$27.3M
|
-$79K
|
-1,420
|
-0.3%
|
|
|
212
|
Diversified Trust
Memphis,
Tennessee
|
$26.9M
|
+$2.34M
|
+42,110
|
+10%
|
|
|
213
|
|
$26.9M
|
-$5.31M
|
-95,440
|
-17%
|
|
|
214
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$26.5M
|
-$672K
|
-12,065
|
-3%
|
|
|
215
|
PDS Planning
Dublin,
Ohio
|
$26.4M
|
+$4.06M
|
+73,015
|
+19%
|
|
|
216
|
Portland Global Advisors
Portland,
Maine
|
$26.1M
|
+$2.74M
|
+49,265
|
+12%
|
|
|
217
|
Financial Advisory Group
Houston,
Texas
|
$26M
|
-$4.73K
|
-85
|
-0%
|
|
|
218
|
Verde Capital Management
Clarkston,
Michigan
|
$25.9M
|
+$1.48M
|
+26,570
|
+6%
|
|
|
219
|
Clearstead Advisors
Cleveland,
Ohio
|
$25.6M
|
-$1M
|
-17,975
|
-4%
|
|
|
220
|
Graypoint LLC
Albany,
New York
|
$25.6M
|
+$3.12M
|
+56,030
|
+14%
|
|
|
221
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$25.5M
|
+$349K
|
+6,270
|
+1%
|
|
|
222
|
Cetera Advisors
Denver,
Colorado
|
$25.5M
|
+$459K
|
+8,250
|
+2%
|
|
|
223
|
Vision Capital Management
Portland,
Oregon
|
$25.4M
|
+$285K
|
+5,125
|
+1%
|
|
|
224
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$25.3M
|
+$547K
|
+9,820
|
+2%
|
|
|
225
|
Conning Inc
Hartford,
Connecticut
|
$25.2M
|
+$94.9K
|
+1,705
|
+0.4%
|
|
