|
201
|
Coldstream Capital Management
Bellevue,
Washington
|
$18.5M
|
+$902K
|
+33,611
|
+5%
|
|
|
202
|
Downshift Financial
Boulder,
Colorado
|
$18.5M
|
-$2.4M
|
-89,544
|
-12%
|
|
|
203
|
IFP Advisors
Tampa,
Florida
|
$18.3M
|
+$66.3K
|
+2,472
|
+0.3%
|
|
|
204
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$18.3M
|
+$11.8M
|
+438,870
|
+160%
|
|
|
205
|
Moneywise Inc
Forest,
Virginia
|
$18.2M
|
-$786K
|
-29,310
|
-4%
|
|
|
206
|
Cornerstone Planning
Charlotte,
North Carolina
|
$17.7M
|
-$1.08M
|
-40,120
|
-5%
|
|
|
207
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.6M
|
-$1.79M
|
-66,695
|
-9%
|
|
|
208
|
Rockefeller Capital Management
New York
|
$17.5M
|
+$337K
|
+12,577
|
+2%
|
|
|
209
|
BCS Wealth Management
Johnson City,
Tennessee
|
$17.4M
|
-$17.9M
|
-666,366
|
-50%
|
|
|
210
|
Stevens Capital Partners
Omaha,
Nebraska
|
$17.1M
|
+$2.85M
|
+106,241
|
+19%
|
|
|
211
|
Leavell Investment Management
Mobile,
Alabama
|
$17M
|
-$230K
|
-8,586
|
-1%
|
|
|
212
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$16.9M
|
-$1.51M
|
-56,178
|
-8%
|
|
|
213
|
Trinity Legacy Partners
Houston,
Texas
|
$16.9M
|
+$230K
|
+8,561
|
+1%
|
|
|
214
|
Winthrop Capital Management
Carmel,
Indiana
|
$16.9M
|
-$60.7K
|
-2,262
|
-0.3%
|
|
|
215
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$16.8M
|
–
|
–
|
–
|
|
|
216
|
Northern Trust
Chicago,
Illinois
|
$15.9M
|
+$599K
|
+22,331
|
+4%
|
|
|
217
|
Focus Financial Network
Minneapolis,
Minnesota
|
$15.7M
|
-$784K
|
-29,225
|
-5%
|
|
|
218
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.3M
|
-$1.25M
|
-46,427
|
-7%
|
|
|
219
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$15.2M
|
-$322K
|
-11,988
|
-2%
|
|
|
220
|
Leisure Capital Management
Costa Mesa,
California
|
$14.8M
|
-$1.66M
|
-61,790
|
-10%
|
|
|
221
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$14.6M
|
+$503K
|
+18,744
|
+3%
|
|
|
222
|
Leverty Financial Group
Hudson,
Wisconsin
|
$14.4M
|
+$3.33M
|
+123,973
|
+28%
|
|
|
223
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$14.4M
|
-$1.14M
|
-42,578
|
-7%
|
|
|
224
|
SNS Financial Group
Minneapolis,
Minnesota
|
$14.3M
|
-$6M
|
-223,626
|
-29%
|
|
|
225
|
Vivaldi Capital Management
Chicago,
Illinois
|
$14.2M
|
+$251K
|
+9,339
|
+2%
|
|
