|
201
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.65M
|
+$605
|
+6
|
+0%
|
|
|
202
|
Montag & Associates
Atlanta,
Georgia
|
$2.64M
|
+$202K
|
+2,004
|
+8%
|
|
|
203
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$2.56M
|
–
|
–
|
–
|
|
|
204
|
Welch & Forbes
Boston,
Massachusetts
|
$2.54M
|
+$226K
|
+2,246
|
+10%
|
|
|
205
|
Parallel Advisors
San Francisco,
California
|
$2.53M
|
+$86.6K
|
+859
|
+4%
|
|
|
206
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.41M
|
+$2.37M
|
+23,479
|
New
|
|
|
207
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$2.39M
|
+$3.02K
|
+30
|
+0.1%
|
|
|
208
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$2.39M
|
+$539K
|
+5,350
|
+30%
|
|
|
209
|
Alera Investment Advisors
Deerfield,
Illinois
|
$2.39M
|
–
|
–
|
–
|
|
|
210
|
Private Wealth Advisors (California)
Fresno,
California
|
$2.38M
|
+$262K
|
+2,595
|
+13%
|
|
|
211
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.32M
|
+$90K
|
+893
|
+4%
|
|
|
212
|
|
$2.32M
|
+$359K
|
+3,562
|
+19%
|
|
|
213
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2.3M
|
-$21.4K
|
-212
|
-0.9%
|
|
|
214
|
Kays Financial Advisory
Atlanta,
Georgia
|
$2.28M
|
+$192K
|
+1,901
|
+9%
|
|
|
215
|
SVB Wealth
Boston,
Massachusetts
|
$2.27M
|
+$530K
|
+5,260
|
+31%
|
|
|
216
|
Golden State Wealth Management
Santa Ana,
California
|
$2.27M
|
-$201K
|
-1,996
|
-8%
|
|
|
217
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.26M
|
+$15.1K
|
+150
|
+0.7%
|
|
|
218
|
Millennium Management
New York
|
$2.25M
|
+$1.48M
|
+14,650
|
+201%
|
|
|
219
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2.22M
|
+$419K
|
+4,160
|
+24%
|
|
|
220
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$2.2M
|
–
|
–
|
–
|
|
|
221
|
Davenport & Co
Richmond,
Virginia
|
$2.18M
|
–
|
–
|
–
|
|
|
222
|
Bruderman Asset Management
Locust Valley,
New York
|
$2.17M
|
-$4.29M
|
-42,595
|
-68%
|
|
|
223
|
IFG Advisory
Atlanta,
Georgia
|
$2.15M
|
+$2.11M
|
+20,951
|
New
|
|
|
224
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$2.12M
|
+$1.39M
|
+13,822
|
+220%
|
|
|
225
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.12M
|
+$2.08M
|
+20,633
|
New
|
|
