|
201
|
Zhang Financial
Portage,
Michigan
|
$2.65M
|
–
|
–
|
–
|
|
|
202
|
Mission Wealth Management
Santa Barbara,
California
|
$2.62M
|
+$518
|
+2
|
+0%
|
|
|
203
|
Jess S. Morgan & Co
Los Angeles,
California
|
$2.61M
|
-$2.89M
|
-11,165
|
-53%
|
|
|
204
|
City Holding Co
Charleston,
West Virginia
|
$2.58M
|
+$27.2K
|
+105
|
+1%
|
|
|
205
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.57M
|
-$157K
|
-606
|
-6%
|
|
|
206
|
Rockefeller Capital Management
New York
|
$2.55M
|
+$896K
|
+3,462
|
+55%
|
|
|
207
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.55M
|
+$2.51M
|
+9,710
|
New
|
|
|
208
|
Integrated Advisors Network
Dallas,
Texas
|
$2.53M
|
–
|
–
|
–
|
|
|
209
|
GW & Wade
Wellesley,
Massachusetts
|
$2.52M
|
–
|
–
|
–
|
|
|
210
|
Institute for Wealth Management
Denver,
Colorado
|
$2.46M
|
–
|
–
|
–
|
|
|
211
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.35M
|
+$580K
|
+2,240
|
+33%
|
|
|
212
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$2.34M
|
-$60.6K
|
-234
|
-2%
|
|
|
213
|
Round Table Services
Westfield,
New Jersey
|
$2.34M
|
-$478K
|
-1,847
|
-17%
|
|
|
214
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.33M
|
-$105K
|
-405
|
-4%
|
|
|
215
|
Modera Wealth Management
Westwood,
New Jersey
|
$2.27M
|
+$358K
|
+1,384
|
+19%
|
|
|
216
|
Boston Financial Management
Boston,
Massachusetts
|
$2.25M
|
+$232K
|
+895
|
+12%
|
|
|
217
|
SL Advisors
Westfield,
New Jersey
|
$2.24M
|
+$6.47K
|
+25
|
+0.3%
|
|
|
218
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.24M
|
-$430K
|
-1,663
|
-16%
|
|
|
219
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$2.22M
|
-$112K
|
-434
|
-5%
|
|
|
220
|
Cetera Advisors
Denver,
Colorado
|
$2.19M
|
+$33.4K
|
+129
|
+2%
|
|
|
221
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$2.08M
|
-$107K
|
-413
|
-5%
|
|
|
222
|
FWG Holdings
Winter Park,
Florida
|
$2.06M
|
-$84.1K
|
-325
|
-4%
|
|
|
223
|
Planning Alternatives
Birmingham,
Michigan
|
$1.99M
|
–
|
–
|
–
|
|
|
224
|
Ironwood Investment Management
Boston,
Massachusetts
|
$1.98M
|
+$273K
|
+1,055
|
+16%
|
|
|
225
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.98M
|
-$186K
|
-718
|
-9%
|
|
