|
101
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$21.3M
|
-$2.91M
|
-162,894
|
-12%
|
|
|
102
|
Homrich & Berg
Atlanta,
Georgia
|
$21.1M
|
-$10.8K
|
-606
|
-0%
|
|
|
103
|
Veery Capital
Wilmington,
Delaware
|
$20.9M
|
+$452K
|
+25,356
|
+2%
|
|
|
104
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
-$854K
|
-47,862
|
-4%
|
|
|
105
|
Asset Dedication LLC
San Francisco,
California
|
$20.1M
|
-$118K
|
-6,630
|
-0.6%
|
|
|
106
|
MAI Capital Management
Independence,
Ohio
|
$20.1M
|
-$3M
|
-168,306
|
-13%
|
|
|
107
|
Appleton Group
Appleton,
Wisconsin
|
$20M
|
+$427K
|
+23,958
|
+2%
|
|
|
108
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$17.9M
|
+$170K
|
+9,552
|
+0.9%
|
|
|
109
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$17.9M
|
-$1.52M
|
-84,984
|
-8%
|
|
|
110
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$17.6M
|
+$141K
|
+7,920
|
+0.8%
|
|
|
111
|
Lenox Wealth Advisors
New York
|
$17.5M
|
-$311K
|
-17,460
|
-2%
|
|
|
112
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.4M
|
+$618K
|
+34,638
|
+4%
|
|
|
113
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.9M
|
+$970K
|
+54,378
|
+6%
|
|
|
114
|
Red Door Wealth Management
Memphis,
Tennessee
|
$16.4M
|
+$366K
|
+20,532
|
+2%
|
|
|
115
|
Domani Wealth
Lancaster,
Pennsylvania
|
$16.2M
|
-$182K
|
-10,218
|
-1%
|
|
|
116
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$16M
|
+$652K
|
+36,546
|
+4%
|
|
|
117
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$15.9M
|
+$1.31M
|
+73,206
|
+9%
|
|
|
118
|
|
$15.9M
|
–
|
–
|
–
|
|
|
119
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$15.6M
|
+$1.48M
|
+83,154
|
+10%
|
|
|
120
|
FIDELIS iM
Medford,
Oregon
|
$15.5M
|
+$16M
|
+895,722
|
New
|
|
|
121
|
Ascension Capital Advisors
Houston,
Texas
|
$15.3M
|
-$35K
|
-1,962
|
-0.2%
|
|
|
122
|
Leavell Investment Management
Mobile,
Alabama
|
$15.2M
|
+$420K
|
+23,550
|
+3%
|
|
|
123
|
Cahill Financial Advisors
Edina,
Minnesota
|
$15M
|
-$2.1M
|
-117,774
|
-12%
|
|
|
124
|
Cantor Fitzgerald Investment Advisors
New York
|
$14.9M
|
-$2.79M
|
-156,606
|
-15%
|
|
|
125
|
Harbour Investments
Madison,
Wisconsin
|
$14.4M
|
+$953K
|
+53,460
|
+7%
|
|
