|
201
|
Newbrook Capital Advisors
New York
|
$17.5M
|
+$18.2M
|
+262,932
|
New
|
|
|
202
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.4M
|
-$143K
|
-2,068
|
-0.8%
|
|
|
203
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$17.4M
|
+$4.81M
|
+69,692
|
+36%
|
|
|
204
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$17.4M
|
+$1.26M
|
+18,200
|
+7%
|
|
|
205
|
Callan Family Office
Radnor,
Pennsylvania
|
$17.2M
|
+$3.79M
|
+54,960
|
+27%
|
|
|
206
|
Capital Planning Advisors
Roseville,
California
|
$17.1M
|
-$492K
|
-7,124
|
-3%
|
|
|
207
|
Ballentine Partners
Waltham,
Massachusetts
|
$17.1M
|
+$428K
|
+6,200
|
+2%
|
|
|
208
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$17M
|
+$1.72M
|
+24,948
|
+11%
|
|
|
209
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$16.9M
|
+$197K
|
+2,852
|
+1%
|
|
|
210
|
Evercore Wealth Management
New York
|
$16.7M
|
-$47.8K
|
-692
|
-0.3%
|
|
|
211
|
Summit Wealth Partners
Orlando,
Florida
|
$16.6M
|
-$75.7K
|
-1,096
|
-0.4%
|
|
|
212
|
SlateStone Wealth
Jupiter,
Florida
|
$16.4M
|
-$8.29K
|
-120
|
-0%
|
|
|
213
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$16.1M
|
+$370K
|
+5,352
|
+2%
|
|
|
214
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$16.1M
|
-$192K
|
-2,784
|
-1%
|
|
|
215
|
MetLife Investment Management
Whippany,
New Jersey
|
$16M
|
-$16.8M
|
-243,200
|
-50%
|
|
|
216
|
Fifth Third Securities
Cincinnati,
Ohio
|
$15.9M
|
+$991K
|
+14,352
|
+6%
|
|
|
217
|
American Century Companies
Kansas City,
Missouri
|
$15.7M
|
+$992K
|
+14,360
|
+6%
|
|
|
218
|
Mather Group
Chicago,
Illinois
|
$15.7M
|
-$1.95M
|
-28,168
|
-11%
|
|
|
219
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$15.6M
|
-$500K
|
-7,236
|
-3%
|
|
|
220
|
CX Institutional
Auburn,
Indiana
|
$15.6M
|
+$7.67M
|
+111,148
|
+90%
|
|
|
221
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$15.6M
|
+$78.2K
|
+1,132
|
+0.5%
|
|
|
222
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$15.4M
|
–
|
–
|
–
|
|
|
223
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$15.3M
|
-$196K
|
-2,844
|
-1%
|
|
|
224
|
Park Avenue Securities
New York
|
$15.2M
|
-$2.81M
|
-40,756
|
-15%
|
|
|
225
|
Avantax Advisory Services
Dallas,
Texas
|
$15.2M
|
+$872K
|
+12,628
|
+6%
|
|
