|
126
|
Whitney & Co
Rochester,
New York
|
$19.2M
|
+$73.1K
|
+733
|
+0.4%
|
|
|
127
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$19.1M
|
+$1.08M
|
+10,876
|
+6%
|
|
|
128
|
Newman & Schimel
Deerfield,
Illinois
|
$18.7M
|
+$398K
|
+3,992
|
+2%
|
|
|
129
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.7M
|
+$7.92M
|
+79,405
|
+75%
|
|
|
130
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$18.3M
|
-$2.02M
|
-20,267
|
-10%
|
|
|
131
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.3M
|
-$165K
|
-1,653
|
-1%
|
|
|
132
|
Atria Wealth Solutions
New York
|
$17.2M
|
+$17M
|
+170,715
|
New
|
|
|
133
|
Spire Wealth Management
Mclean,
Virginia
|
$17.2M
|
+$1.98M
|
+19,900
|
+13%
|
|
|
134
|
Koshinski Asset Management
Decatur,
Illinois
|
$16.7M
|
+$459K
|
+4,605
|
+3%
|
|
|
135
|
Bank of New York Mellon
New York
|
$16.5M
|
-$2.17M
|
-21,811
|
-12%
|
|
|
136
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$16.3M
|
+$16.1M
|
+161,616
|
New
|
|
|
137
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$16.3M
|
-$1.94M
|
-19,477
|
-11%
|
|
|
138
|
Briggs Advisory Group
Lincoln,
Rhode Island
|
$16.1M
|
+$6.42M
|
+64,356
|
+67%
|
|
|
139
|
Tolleson Wealth Management
Dallas,
Texas
|
$16.1M
|
-$2.39M
|
-24,013
|
-13%
|
|
|
140
|
Tortoise Investment Management
White Plains,
New York
|
$15.8M
|
-$271K
|
-2,718
|
-2%
|
|
|
141
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$15.7M
|
+$225K
|
+2,259
|
+1%
|
|
|
142
|
Aft Forsyth & Sober
Valrico,
Florida
|
$15.7M
|
–
|
–
|
–
|
|
|
143
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$15.6M
|
-$155K
|
-1,559
|
-1%
|
|
|
144
|
Family Management
New York
|
$15.5M
|
+$2.31M
|
+23,155
|
+18%
|
|
|
145
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$15.4M
|
+$2.09M
|
+20,943
|
+16%
|
|
|
146
|
Advisory Services Network
Atlanta,
Georgia
|
$15.4M
|
-$18.2M
|
-182,780
|
-55%
|
|
|
147
|
Northern Trust
Chicago,
Illinois
|
$14.7M
|
-$196K
|
-1,962
|
-1%
|
|
|
148
|
Truist Financial
Charlotte,
North Carolina
|
$14.7M
|
-$1.1M
|
-11,008
|
-7%
|
|
|
149
|
Life Planning Partners
Jacksonville,
Florida
|
$14.7M
|
+$664K
|
+6,657
|
+5%
|
|
|
150
|
Central Trust Company
Jefferson City,
Missouri
|
$14.7M
|
+$6.52M
|
+65,407
|
+82%
|
|
