|
201
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$29.5M
|
+$688K
|
+13,840
|
+3%
|
|
|
202
|
Atria Wealth Solutions
New York
|
$29.2M
|
-$509K
|
-10,240
|
-2%
|
|
|
203
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$29.2M
|
-$128K
|
-2,585
|
-0.5%
|
|
|
204
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$29.1M
|
+$219K
|
+4,400
|
+0.8%
|
|
|
205
|
Zions Bancorporation
Salt Lake City,
Utah
|
$28.8M
|
+$1.01M
|
+20,225
|
+4%
|
|
|
206
|
Avantax Advisory Services
Dallas,
Texas
|
$28.5M
|
+$648K
|
+13,030
|
+2%
|
|
|
207
|
ESL Trust Services
Rochester,
New York
|
$28.5M
|
-$34K
|
-685
|
-0.1%
|
|
|
208
|
Boston Financial Management
Boston,
Massachusetts
|
$27.6M
|
-$183K
|
-3,675
|
-0.7%
|
|
|
209
|
Financial Advisory Group
Houston,
Texas
|
$27.6M
|
+$675K
|
+13,575
|
+3%
|
|
|
210
|
Graypoint LLC
Albany,
New York
|
$27.5M
|
+$124K
|
+2,505
|
+0.5%
|
|
|
211
|
Connectus Wealth
Cincinnati,
Ohio
|
$27.4M
|
-$11.1M
|
-222,520
|
-30%
|
|
|
212
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$27.4M
|
+$603K
|
+12,130
|
+2%
|
|
|
213
|
Edge Capital Group
Atlanta,
Georgia
|
$27.4M
|
+$180K
|
+3,625
|
+0.7%
|
|
|
214
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$27.3M
|
+$272K
|
+5,480
|
+1%
|
|
|
215
|
Spire Wealth Management
Mclean,
Virginia
|
$27.2M
|
+$1.51M
|
+30,340
|
+6%
|
|
|
216
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$27.2M
|
-$2.32M
|
-46,655
|
-8%
|
|
|
217
|
Hudock Inc
Williamsport,
Pennsylvania
|
$27.1M
|
+$31.6K
|
+635
|
+0.1%
|
|
|
218
|
Pine Ridge Advisers
New York
|
$26.9M
|
+$905K
|
+18,200
|
+4%
|
|
|
219
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$26.5M
|
-$180K
|
-3,630
|
-0.7%
|
|
|
220
|
Chesley Taft & Associates
Chicago,
Illinois
|
$26.3M
|
-$91.4K
|
-1,840
|
-0.4%
|
|
|
221
|
Diversified Trust
Memphis,
Tennessee
|
$25.7M
|
+$835K
|
+16,805
|
+4%
|
|
|
222
|
Nadler Financial Group
Deerfield,
Illinois
|
$25.5M
|
+$15.3M
|
+307,500
|
+172%
|
|
|
223
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$25.2M
|
-$614K
|
-12,355
|
-2%
|
|
|
224
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$25.2M
|
+$370K
|
+7,450
|
+2%
|
|
|
225
|
D.A. Davidson & Co
Great Falls,
Montana
|
$24.8M
|
+$653K
|
+13,135
|
+3%
|
|
