|
176
|
PDS Planning
Dublin,
Ohio
|
$11.7M
|
+$90.4K
|
+1,807
|
+0.8%
|
|
|
177
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$11.6M
|
-$1.64M
|
-32,806
|
-12%
|
|
|
178
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.6M
|
+$1.55M
|
+30,992
|
+15%
|
|
|
179
|
Silver Oak Advisory Group
Portland,
Oregon
|
$11.5M
|
-$328K
|
-6,563
|
-3%
|
|
|
180
|
Tilson Financial Group
New Providence,
New Jersey
|
$11.4M
|
+$990K
|
+19,794
|
+9%
|
|
|
181
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$11.3M
|
+$22K
|
+440
|
+0.2%
|
|
|
182
|
Seneca Financial Advisors
Rochester,
New York
|
$11.3M
|
+$910K
|
+18,187
|
+9%
|
|
|
183
|
Summit Wealth Group
White River Junction,
Vermont
|
$11M
|
+$3.41M
|
+68,096
|
+44%
|
|
|
184
|
Private Advisor Group
Morristown,
New Jersey
|
$10.9M
|
-$1.09M
|
-21,784
|
-9%
|
|
|
185
|
Aspire Private Capital
Cornelius,
North Carolina
|
$10.9M
|
-$7.37M
|
-147,253
|
-40%
|
|
|
186
|
Equitable Holdings
New York
|
$10.9M
|
+$5.71M
|
+114,165
|
+109%
|
|
|
187
|
Joel Adams & Associates
Asheville,
North Carolina
|
$10.8M
|
-$231K
|
-4,615
|
-2%
|
|
|
188
|
Partners in Financial Planning
Salem,
Virginia
|
$10.8M
|
+$406K
|
+8,118
|
+4%
|
|
|
189
|
Capital Performance Advisors
Walnut Creek,
California
|
$10.6M
|
+$10.7M
|
+214,413
|
New
|
|
|
190
|
Merit Financial Group
Alpharetta,
Georgia
|
$10.6M
|
+$3.94M
|
+78,723
|
+58%
|
|
|
191
|
Natixis Advisors
Boston,
Massachusetts
|
$10.5M
|
+$1.01M
|
+20,242
|
+11%
|
|
|
192
|
Keebeck Wealth Management
Chicago,
Illinois
|
$10.3M
|
+$535K
|
+10,691
|
+5%
|
|
|
193
|
EnRich Financial Partners
Madison,
Wisconsin
|
$10.2M
|
+$103K
|
+2,053
|
+1%
|
|
|
194
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$10.2M
|
-$23.2K
|
-464
|
-0.2%
|
|
|
195
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.2M
|
-$1.98M
|
-39,479
|
-16%
|
|
|
196
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$10.1M
|
-$1.26M
|
-25,276
|
-11%
|
|
|
197
|
Level Wealth Management
Greensboro,
North Carolina
|
$10M
|
+$510K
|
+10,186
|
+5%
|
|
|
198
|
Coastline Trust
Providence,
Rhode Island
|
$9.98M
|
-$203K
|
-4,052
|
-2%
|
|
|
199
|
1900 Wealth Management
San Antonio,
Texas
|
$9.97M
|
+$631K
|
+12,613
|
+7%
|
|
|
200
|
CGN Advisors
Manhattan,
Kansas
|
$9.79M
|
-$291K
|
-5,825
|
-3%
|
|
