|
201
|
Lido Advisors
Los Angeles,
California
|
$13.6M
|
+$4M
|
+76,264
|
+45%
|
|
|
202
|
Intrust Bank
Wichita,
Kansas
|
$13.5M
|
-$393K
|
-7,496
|
-3%
|
|
|
203
|
Cadence Bank
Tupelo,
Mississippi
|
$13.5M
|
+$419
|
+8
|
+0%
|
|
|
204
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$13.4M
|
-$152K
|
-2,900
|
-1%
|
|
|
205
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$13.1M
|
-$2.04M
|
-38,888
|
-14%
|
|
|
206
|
Comerica Securities
Detroit,
Michigan
|
$13.1M
|
-$117K
|
-2,236
|
-0.9%
|
|
|
207
|
Huntington National Bank
Columbus,
Ohio
|
$13M
|
–
|
–
|
–
|
|
|
208
|
Sierra Capital
Miami,
Florida
|
$12.8M
|
+$1.25M
|
+23,776
|
+11%
|
|
|
209
|
AAF Wealth Management
Westborough,
Massachusetts
|
$12.8M
|
+$367K
|
+7,000
|
+3%
|
|
|
210
|
Tectonic Advisors
Frisco,
Texas
|
$12.8M
|
+$946K
|
+18,040
|
+8%
|
|
|
211
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$12.7M
|
-$18.5K
|
-352
|
-0.2%
|
|
|
212
|
BOK Financial
Tulsa,
Oklahoma
|
$12.7M
|
-$178K
|
-3,404
|
-1%
|
|
|
213
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.6M
|
+$2.2M
|
+41,896
|
+22%
|
|
|
214
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$12.6M
|
-$1.38M
|
-26,252
|
-10%
|
|
|
215
|
Annapolis Financial Services
Annapolis,
Maryland
|
$12.6M
|
+$1.36M
|
+25,896
|
+13%
|
|
|
216
|
Advisory Services & Investments
Bend,
Oregon
|
$12.5M
|
+$1.1M
|
+20,968
|
+10%
|
|
|
217
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$12.5M
|
+$977K
|
+18,632
|
+9%
|
|
|
218
|
AJ Advisors
Nashville,
Tennessee
|
$12.5M
|
+$299K
|
+5,708
|
+3%
|
|
|
219
|
GDS Wealth Management
Flower Mound,
Texas
|
$12.3M
|
+$516K
|
+9,836
|
+5%
|
|
|
220
|
Abbrea Capital
Greenbrae,
California
|
$12.2M
|
+$688K
|
+13,132
|
+6%
|
|
|
221
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12.1M
|
+$546K
|
+10,424
|
+5%
|
|
|
222
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$11.9M
|
+$385K
|
+7,336
|
+3%
|
|
|
223
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$11.9M
|
+$133K
|
+2,540
|
+1%
|
|
|
224
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$11.8M
|
-$91.6K
|
-1,748
|
-0.8%
|
|
|
225
|
Montag & Associates
Atlanta,
Georgia
|
$11.8M
|
-$78.2K
|
-1,492
|
-0.7%
|
|
