|
201
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$13.6M
|
-$1.06M
|
-6,857
|
-8%
|
|
|
202
|
NewEdge Advisors
New Orleans,
Louisiana
|
$13.5M
|
-$10.4M
|
-67,589
|
-45%
|
|
|
203
|
Raymond James Trust
St. Petersburg,
Florida
|
$13.4M
|
-$16.2K
|
-105
|
-0.1%
|
|
|
204
|
Great Lakes Advisors
Chicago,
Illinois
|
$13.1M
|
+$7.75M
|
+50,162
|
+172%
|
|
|
205
|
Allspring Global Investments
Charlotte,
North Carolina
|
$13M
|
+$1.58M
|
+10,229
|
+15%
|
|
|
206
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$12.7M
|
+$96.2K
|
+623
|
+0.8%
|
|
|
207
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$12.4M
|
-$752K
|
-4,871
|
-6%
|
|
|
208
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$12.3M
|
-$185K
|
-1,195
|
-2%
|
|
|
209
|
Certuity
North Palm Beach,
Florida
|
$12.2M
|
-$178K
|
-1,150
|
-2%
|
|
|
210
|
Beacon Pointe Advisors
Newport Beach,
California
|
$12.2M
|
-$263K
|
-1,702
|
-2%
|
|
|
211
|
Lyrical Asset Management
New York
|
$12.1M
|
+$3.3M
|
+21,373
|
+41%
|
|
|
212
|
Keel Point
Huntsville,
Alabama
|
$12.1M
|
+$919K
|
+5,948
|
+9%
|
|
|
213
|
Churchill Management
Los Angeles,
California
|
$12M
|
-$391K
|
-2,534
|
-3%
|
|
|
214
|
Insight 2811 Inc
Chicago,
Illinois
|
$11.7M
|
-$354K
|
-2,291
|
-3%
|
|
|
215
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.7M
|
-$251K
|
-1,628
|
-2%
|
|
|
216
|
Charles Schwab
San Francisco,
California
|
$11.7M
|
-$207K
|
-1,343
|
-2%
|
|
|
217
|
Waterloo Capital
Austin,
Texas
|
$11.6M
|
+$3.9M
|
+25,254
|
+56%
|
|
|
218
|
Kestra Private Wealth Services
Austin,
Texas
|
$11.5M
|
+$3.39M
|
+21,958
|
+46%
|
|
|
219
|
Willis Johnson & Associates
Houston,
Texas
|
$11.4M
|
-$315K
|
-2,037
|
-3%
|
|
|
220
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.3M
|
-$1.35M
|
-8,748
|
-11%
|
|
|
221
|
Diversified Trust
Memphis,
Tennessee
|
$11.2M
|
-$6.19M
|
-40,054
|
-37%
|
|
|
222
|
MetLife Investment Management
Whippany,
New Jersey
|
$11M
|
+$1.24M
|
+8,000
|
+14%
|
|
|
223
|
XML Financial
Bethesda,
Maryland
|
$10.9M
|
+$234K
|
+1,514
|
+2%
|
|
|
224
|
Mather Group
Chicago,
Illinois
|
$10.8M
|
-$446K
|
-2,886
|
-4%
|
|
|
225
|
Montag & Associates
Atlanta,
Georgia
|
$10.8M
|
-$69.6K
|
-451
|
-0.7%
|
|
