|
201
|
Coastline Trust
Providence,
Rhode Island
|
$9.96M
|
+$635K
|
+10,260
|
+7%
|
|
|
202
|
M Financial Asset Management
Portland,
Oregon
|
$9.61M
|
+$464K
|
+7,501
|
+5%
|
|
|
203
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.43M
|
-$188K
|
-3,045
|
-2%
|
|
|
204
|
Evergreen Capital Management
Bellevue,
Washington
|
$9.42M
|
+$93.6K
|
+1,513
|
+1%
|
|
|
205
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$9.35M
|
+$9.44M
|
+152,527
|
New
|
|
|
206
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$9.22M
|
-$1.21M
|
-19,500
|
-11%
|
|
|
207
|
Monterey Private Wealth
Monterey,
California
|
$9.22M
|
+$545K
|
+8,813
|
+6%
|
|
|
208
|
Planned Solutions
Folsom,
California
|
$9.19M
|
+$9.28M
|
+149,945
|
New
|
|
|
209
|
Congress Wealth Management
Boston,
Massachusetts
|
$9.1M
|
+$9.18M
|
+148,430
|
New
|
|
|
210
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.05M
|
+$570K
|
+9,214
|
+7%
|
|
|
211
|
Neuberger Berman Group
New York
|
$8.59M
|
-$47.6K
|
-769
|
-0.5%
|
|
|
212
|
Altavista Wealth Management
Asheville,
North Carolina
|
$8.55M
|
+$180K
|
+2,908
|
+2%
|
|
|
213
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$8.52M
|
-$904K
|
-14,611
|
-10%
|
|
|
214
|
Ascent Group
Virginia Beach,
Virginia
|
$8.51M
|
+$8.75M
|
+141,492
|
New
|
|
|
215
|
TrinityPoint Wealth
Milford,
Connecticut
|
$8.44M
|
+$365K
|
+5,896
|
+4%
|
|
|
216
|
Granby Capital Management
Miami Beach,
Florida
|
$8.15M
|
–
|
–
|
–
|
|
|
217
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$8.11M
|
+$115K
|
+1,865
|
+1%
|
|
|
218
|
Bivin & Associates
Ponca City,
Oklahoma
|
$8.03M
|
+$8.1M
|
+130,970
|
New
|
|
|
219
|
Veritable
Wilmington,
Delaware
|
$7.99M
|
+$84.3K
|
+1,362
|
+1%
|
|
|
220
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$7.94M
|
–
|
–
|
–
|
|
|
221
|
Cedar Wealth Management
Walnut Creek,
California
|
$7.92M
|
-$2.98M
|
-48,110
|
-27%
|
|
|
222
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$7.86M
|
–
|
–
|
–
|
|
|
223
|
Parcion Private Wealth
Bellevue,
Washington
|
$7.54M
|
+$2.05M
|
+33,126
|
+37%
|
|
|
224
|
Newton One Investments
Newark,
Delaware
|
$7.53M
|
+$256K
|
+4,144
|
+3%
|
|
|
225
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
$7.5M
|
+$7.57M
|
+122,398
|
New
|
|
