|
201
|
NWAM LLC
Mercer Island,
Washington
|
$17.7M
|
+$2.4M
|
+37,728
|
+17%
|
|
|
202
|
Occidental Asset Management
Burlingame,
California
|
$17.5M
|
+$1.07M
|
+16,796
|
+7%
|
|
|
203
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$17.3M
|
-$187K
|
-2,940
|
-1%
|
|
|
204
|
Evercore Wealth Management
New York
|
$17.3M
|
+$488K
|
+7,676
|
+3%
|
|
|
205
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.3M
|
–
|
–
|
–
|
|
|
206
|
Summit Wealth Partners
Orlando,
Florida
|
$17.2M
|
-$581K
|
-9,144
|
-4%
|
|
|
207
|
SlateStone Wealth
Jupiter,
Florida
|
$17M
|
+$465K
|
+7,320
|
+3%
|
|
|
208
|
Oppenheimer & Co
New York
|
$17M
|
+$1.83M
|
+28,800
|
+13%
|
|
|
209
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$16.9M
|
+$2.48M
|
+39,072
|
+19%
|
|
|
210
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$16.8M
|
-$840K
|
-13,212
|
-5%
|
|
|
211
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$16.7M
|
+$76.1K
|
+1,196
|
+0.5%
|
|
|
212
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$16.7M
|
-$84.4K
|
-1,328
|
-0.5%
|
|
|
213
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$16.3M
|
-$585K
|
-9,204
|
-4%
|
|
|
214
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$16M
|
+$73K
|
+1,148
|
+0.5%
|
|
|
215
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$16M
|
+$57.2K
|
+900
|
+0.4%
|
|
|
216
|
Veritable
Wilmington,
Delaware
|
$16M
|
+$45.3K
|
+712
|
+0.3%
|
|
|
217
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$15.9M
|
+$11.7M
|
+184,320
|
+396%
|
|
|
218
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$15.8M
|
+$92.8K
|
+1,460
|
+0.6%
|
|
|
219
|
Condor Capital Management
Martinsville,
New Jersey
|
$15.5M
|
+$78.9K
|
+1,240
|
+0.6%
|
|
|
220
|
Fifth Third Securities
Cincinnati,
Ohio
|
$15.5M
|
+$666K
|
+10,468
|
+5%
|
|
|
221
|
Estate Counselors
Thiensville,
Wisconsin
|
$15.5M
|
-$4.86M
|
-76,480
|
-25%
|
|
|
222
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$15.5M
|
-$445K
|
-6,992
|
-3%
|
|
|
223
|
Citadel Advisors
Miami,
Florida
|
$15.4M
|
-$7.03M
|
-110,540
|
-33%
|
|
|
224
|
Blodgett Wealth Advisors
Concord,
California
|
$15.3M
|
-$38.2K
|
-600
|
-0.3%
|
|
|
225
|
American Century Companies
Kansas City,
Missouri
|
$15.3M
|
-$2.83M
|
-44,580
|
-17%
|
|
