|
176
|
Planning Directions
Glen Mills,
Pennsylvania
|
$18.2M
|
+$885K
|
+5,779
|
+5%
|
|
|
177
|
Capital Advantage
Walnut Creek,
California
|
$18.2M
|
-$694K
|
-4,529
|
-4%
|
|
|
178
|
Snowden Capital Advisors
New York
|
$18.2M
|
+$324K
|
+2,113
|
+2%
|
|
|
179
|
Cahill Financial Advisors
Edina,
Minnesota
|
$17.9M
|
+$443K
|
+2,890
|
+3%
|
|
|
180
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$17.8M
|
-$454K
|
-2,962
|
-2%
|
|
|
181
|
Zions Bancorporation
Salt Lake City,
Utah
|
$17.8M
|
-$18.8M
|
-122,457
|
-51%
|
|
|
182
|
Dan L. Duncan Foundation
Houston,
Texas
|
$17.7M
|
-$618K
|
-4,037
|
-3%
|
|
|
183
|
SimpliFi Inc
San Diego,
California
|
$17.6M
|
-$144K
|
-940
|
-0.8%
|
|
|
184
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$17.5M
|
+$427K
|
+2,788
|
+3%
|
|
|
185
|
Montag & Associates
Atlanta,
Georgia
|
$17.5M
|
-$18.8K
|
-123
|
-0.1%
|
|
|
186
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17.5M
|
+$3.17M
|
+20,695
|
+22%
|
|
|
187
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$17.4M
|
+$186K
|
+1,216
|
+1%
|
|
|
188
|
Granite FO LLC
Bedford,
New Hampshire
|
$17.4M
|
+$184K
|
+1,202
|
+1%
|
|
|
189
|
JT Stratford LLC
Gainesville,
Georgia
|
$17.1M
|
+$741K
|
+4,835
|
+5%
|
|
|
190
|
Goepper Burkhardt
Greenville,
South Carolina
|
$16.9M
|
+$731K
|
+4,772
|
+5%
|
|
|
191
|
ASB Consultores
Aventura,
Florida
|
$16.8M
|
-$10.6M
|
-68,909
|
-39%
|
|
|
192
|
RWA Wealth Partners
Newton,
Massachusetts
|
$16.7M
|
-$961K
|
-6,276
|
-5%
|
|
|
193
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$16.7M
|
+$2.47M
|
+16,093
|
+17%
|
|
|
194
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$16.6M
|
+$1.82M
|
+11,869
|
+12%
|
|
|
195
|
Advisory Services Network
Atlanta,
Georgia
|
$16.5M
|
+$8.28M
|
+54,056
|
+102%
|
|
|
196
|
Northeast Investment Management
Boston,
Massachusetts
|
$16.4M
|
+$687K
|
+4,487
|
+4%
|
|
|
197
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$16.2M
|
+$4.11M
|
+26,837
|
+34%
|
|
|
198
|
Western Wealth Management
Golden,
Colorado
|
$16M
|
+$163K
|
+1,067
|
+1%
|
|
|
199
|
Clearstead Advisors
Cleveland,
Ohio
|
$16M
|
+$4.18M
|
+27,287
|
+36%
|
|
|
200
|
Bay Colony Advisors
Concord,
Massachusetts
|
$15.9M
|
-$275K
|
-1,796
|
-2%
|
|
