|
201
|
Silvia McColl Wealth Management
San Diego,
California
|
$14.5M
|
+$602K
|
+24,543
|
+4%
|
|
|
202
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$14.4M
|
+$10.1M
|
+413,184
|
+211%
|
|
|
203
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.2M
|
+$6.85M
|
+279,168
|
+87%
|
|
|
204
|
|
$14.1M
|
+$2.52M
|
+102,741
|
+21%
|
|
|
205
|
Matrix Trust Company
Denver,
Colorado
|
$14.1M
|
+$1.05M
|
+42,849
|
+8%
|
|
|
206
|
Snowden Capital Advisors
New York
|
$14M
|
+$429K
|
+17,466
|
+3%
|
|
|
207
|
Diversified
Wilmington,
Delaware
|
$14M
|
-$502K
|
-20,454
|
-3%
|
|
|
208
|
Leavell Investment Management
Mobile,
Alabama
|
$14M
|
-$2.33M
|
-94,785
|
-14%
|
|
|
209
|
Columbia Advisory Partners
Spokane,
Washington
|
$14M
|
-$2.87M
|
-116,808
|
-16%
|
|
|
210
|
SRH Advisors
Salina,
Kansas
|
$13.6M
|
+$10.7M
|
+436,650
|
+309%
|
|
|
211
|
MGO One Seven
Beachwood,
Ohio
|
$13.6M
|
+$7.87M
|
+320,790
|
+125%
|
|
|
212
|
Kades & Cheifetz
Berwyn,
Pennsylvania
|
$13.6M
|
-$107K
|
-4,353
|
-0.7%
|
|
|
213
|
Trinity Financial Advisors
Columbus,
Ohio
|
$13.4M
|
+$1.06M
|
+43,080
|
+8%
|
|
|
214
|
First National Corp
Rockland,
Massachusetts
|
$13.3M
|
+$358K
|
+14,583
|
+3%
|
|
|
215
|
Waller Financial Planning Group
Columbus,
Ohio
|
$13.2M
|
-$17.8K
|
-726
|
-0.1%
|
|
|
216
|
Strategic Advocates
Logan,
Utah
|
$13.2M
|
+$13.7M
|
+558,471
|
New
|
|
|
217
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$13.1M
|
+$143K
|
+5,841
|
+1%
|
|
|
218
|
MAI Capital Management
Independence,
Ohio
|
$13M
|
+$6.01M
|
+244,719
|
+80%
|
|
|
219
|
BCGM Wealth Management
Lafayette,
Indiana
|
$12.9M
|
-$189K
|
-7,707
|
-1%
|
|
|
220
|
Csenge Advisory Group
Clearwater,
Florida
|
$12.9M
|
-$892K
|
-36,363
|
-6%
|
|
|
221
|
Reitz Capital Advisors
Freeland,
Michigan
|
$12.9M
|
+$11.9M
|
+485,688
|
+774%
|
|
|
222
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.8M
|
-$149K
|
-6,078
|
-1%
|
|
|
223
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$12.8M
|
+$2.36M
|
+96,342
|
+22%
|
|
|
224
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$12.8M
|
-$1.24M
|
-50,457
|
-9%
|
|
|
225
|
Investment Advisory Services
The Woodlands,
Texas
|
$12.7M
|
+$30.1K
|
+1,227
|
+0.2%
|
|
