|
201
|
Crewe Advisors
Salt Lake City,
Utah
|
$29.3M
|
+$2.66M
|
+49,930
|
+10%
|
|
|
202
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$29.1M
|
-$1.26M
|
-23,630
|
-4%
|
|
|
203
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$28.9M
|
-$15M
|
-280,955
|
-34%
|
|
|
204
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$28.6M
|
+$285K
|
+5,355
|
+1%
|
|
|
205
|
ESL Trust Services
Rochester,
New York
|
$28.6M
|
+$81.7K
|
+1,535
|
+0.3%
|
|
|
206
|
Salomon & Ludwin
Richmond,
Virginia
|
$28.5M
|
+$2.02M
|
+37,945
|
+8%
|
|
|
207
|
Cantor Fitzgerald Investment Advisors
New York
|
$28.5M
|
-$1.8M
|
-33,750
|
-6%
|
|
|
208
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$28.4M
|
+$28.1M
|
+528,640
|
New
|
|
|
209
|
Atria Wealth Solutions
New York
|
$27.6M
|
+$27.4M
|
+515,145
|
New
|
|
|
210
|
American Financial Advisors
Marietta,
Georgia
|
$27.6M
|
-$418K
|
-7,855
|
-2%
|
|
|
211
|
Trilogy Capital
Irvine,
California
|
$27.6M
|
+$3.67M
|
+68,910
|
+15%
|
|
|
212
|
Hudock Inc
Williamsport,
Pennsylvania
|
$27.2M
|
+$11.8M
|
+221,270
|
+78%
|
|
|
213
|
PDS Planning
Dublin,
Ohio
|
$27M
|
+$1.97M
|
+36,995
|
+8%
|
|
|
214
|
Portland Global Advisors
Portland,
Maine
|
$26.5M
|
+$1.77M
|
+33,205
|
+7%
|
|
|
215
|
Parsec Financial Management
Asheville,
North Carolina
|
$26.4M
|
-$1.43M
|
-26,855
|
-5%
|
|
|
216
|
Pine Ridge Advisers
New York
|
$26.4M
|
+$2.95M
|
+55,450
|
+13%
|
|
|
217
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$26.4M
|
-$1.73M
|
-32,435
|
-6%
|
|
|
218
|
Financial Advisory Group
Houston,
Texas
|
$26.2M
|
+$1.6M
|
+30,110
|
+7%
|
|
|
219
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$26.2M
|
+$2.15M
|
+40,335
|
+9%
|
|
|
220
|
INVST
Indianapolis,
Indiana
|
$26.1M
|
+$29.1M
|
+545,885
|
New
|
|
|
221
|
Chesley Taft & Associates
Chicago,
Illinois
|
$26M
|
+$326K
|
+6,130
|
+1%
|
|
|
222
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$25.7M
|
-$1.2M
|
-22,450
|
-4%
|
|
|
223
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$25.6M
|
–
|
–
|
–
|
|
|
224
|
Clearstead Advisors
Cleveland,
Ohio
|
$25.5M
|
+$1.15M
|
+21,610
|
+5%
|
|
|
225
|
MBL Wealth
Charlotte,
North Carolina
|
$25.3M
|
+$25.1M
|
+470,730
|
New
|
|
