|
201
|
Atria Investments
Charlotte,
North Carolina
|
$14.6M
|
+$13.6M
|
+70,803
|
+890%
|
|
|
202
|
Silvercrest Asset Management
New York
|
$14.5M
|
+$1.83M
|
+9,560
|
+14%
|
|
|
203
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$14.2M
|
-$4.88M
|
-25,442
|
-25%
|
|
|
204
|
Objectivity Squared
Charleston,
South Carolina
|
$13.9M
|
+$374K
|
+1,952
|
+3%
|
|
|
205
|
Country Club Bank
Kansas City,
Missouri
|
$13.2M
|
-$665K
|
-3,467
|
-5%
|
|
|
206
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$13M
|
-$9.59M
|
-50,000
|
-42%
|
|
|
207
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$12.9M
|
+$7.48M
|
+38,988
|
+127%
|
|
|
208
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$12.9M
|
-$1.46M
|
-7,625
|
-10%
|
|
|
209
|
XML Financial
Bethesda,
Maryland
|
$12.9M
|
+$49.9K
|
+260
|
+0.4%
|
|
|
210
|
Churchill Management
Los Angeles,
California
|
$12.6M
|
-$613K
|
-3,195
|
-4%
|
|
|
211
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$12.6M
|
-$1.12M
|
-5,841
|
-8%
|
|
|
212
|
Claro Advisors
Boston,
Massachusetts
|
$12.5M
|
-$366K
|
-1,907
|
-3%
|
|
|
213
|
Newport Capital Group
Red Bank,
New Jersey
|
$12.5M
|
+$284K
|
+1,483
|
+2%
|
|
|
214
|
US Financial Advisors
Braintree,
Massachusetts
|
$12.3M
|
+$297K
|
+1,550
|
+2%
|
|
|
215
|
Allspring Global Investments
Charlotte,
North Carolina
|
$12.2M
|
+$3.45M
|
+17,969
|
+37%
|
|
|
216
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$12.2M
|
-$3.24M
|
-16,910
|
-20%
|
|
|
217
|
Certuity
North Palm Beach,
Florida
|
$12.2M
|
+$4.71M
|
+24,533
|
+60%
|
|
|
218
|
New York Life Investment Management
New York
|
$12M
|
-$7.55M
|
-39,344
|
-38%
|
|
|
219
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$11.9M
|
-$48K
|
-250
|
-0.4%
|
|
|
220
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$11.9M
|
-$813K
|
-4,237
|
-6%
|
|
|
221
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.9M
|
-$158K
|
-825
|
-1%
|
|
|
222
|
Sonata Capital Group
Seattle,
Washington
|
$11.9M
|
+$62K
|
+323
|
+0.5%
|
|
|
223
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$11.8M
|
+$1.6M
|
+8,325
|
+15%
|
|
|
224
|
Oppenheimer & Co
New York
|
$11.8M
|
+$208K
|
+1,082
|
+2%
|
|
|
225
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$11.7M
|
+$1.16M
|
+6,046
|
+11%
|
|
