|
201
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$9.73M
|
-$46.6K
|
-879
|
-0.5%
|
|
|
202
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$9.58M
|
+$2.65K
|
+50
|
+0%
|
|
|
203
|
Main Management
San Francisco,
California
|
$9.4M
|
-$8.64M
|
-163,009
|
-48%
|
|
|
204
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$9.34M
|
+$925K
|
+17,464
|
+11%
|
|
|
205
|
Avalon Advisory Group
Wexford,
Pennsylvania
|
$9.26M
|
+$285K
|
+5,375
|
+3%
|
|
|
206
|
Washington Trust
Westerly,
Rhode Island
|
$9.13M
|
-$9.75K
|
-184
|
-0.1%
|
|
|
207
|
Avidian Wealth Enterprises
Houston,
Texas
|
$9.04M
|
+$8.96M
|
+169,066
|
New
|
|
|
208
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$9M
|
-$86.6K
|
-1,635
|
-1%
|
|
|
209
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$8.58M
|
-$217K
|
-4,094
|
-2%
|
|
|
210
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$8.58M
|
–
|
–
|
–
|
|
|
211
|
M Financial Asset Management
Portland,
Oregon
|
$8.55M
|
-$36.4K
|
-687
|
-0.4%
|
|
|
212
|
Norris Financial Group
Greenville,
South Carolina
|
$8.45M
|
+$8.37M
|
+157,999
|
New
|
|
|
213
|
Evergreen Capital Management
Bellevue,
Washington
|
$8.36M
|
+$268K
|
+5,061
|
+3%
|
|
|
214
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.28M
|
-$555K
|
-10,470
|
-6%
|
|
|
215
|
PRW Wealth Management
Quincy,
Massachusetts
|
$8.24M
|
+$8.01M
|
+151,233
|
New
|
|
|
216
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$8.14M
|
+$441K
|
+8,332
|
+5%
|
|
|
217
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$7.96M
|
–
|
–
|
–
|
|
|
218
|
OLIO Financial Planning
Mclean,
Virginia
|
$7.81M
|
-$4.35M
|
-82,023
|
-36%
|
|
|
219
|
PDS Planning
Dublin,
Ohio
|
$7.79M
|
+$6.62K
|
+125
|
+0.1%
|
|
|
220
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$7.73M
|
-$48K
|
-906
|
-0.6%
|
|
|
221
|
VERITY Wealth Advisors
Sausalito,
United States
|
$7.71M
|
+$214K
|
+4,035
|
+3%
|
|
|
222
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$7.67M
|
+$719K
|
+13,562
|
+10%
|
|
|
223
|
Curi RMB Capital
Chicago,
Illinois
|
$7.61M
|
-$1.34M
|
-25,376
|
-15%
|
|
|
224
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$7.55M
|
+$3.73M
|
+70,351
|
+99%
|
|
|
225
|
&Partners
Nashville,
Tennessee
|
$7.08M
|
+$236K
|
+4,449
|
+4%
|
|
