|
201
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.6M
|
+$3.42M
|
+48,424
|
+18%
|
|
|
202
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$23.5M
|
+$57.7K
|
+816
|
+0.3%
|
|
|
203
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$23.4M
|
-$242K
|
-3,424
|
-1%
|
|
|
204
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$22.7M
|
+$2.74M
|
+38,752
|
+15%
|
|
|
205
|
Citadel Advisors
Miami,
Florida
|
$22.6M
|
+$18.3M
|
+258,168
|
+644%
|
|
|
206
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$22.6M
|
–
|
–
|
–
|
|
|
207
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$22.1M
|
-$4.61M
|
-65,120
|
-18%
|
|
|
208
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$21.9M
|
+$1.95M
|
+27,636
|
+11%
|
|
|
209
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$21.8M
|
+$4.04M
|
+57,184
|
+25%
|
|
|
210
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$21.7M
|
-$561K
|
-7,936
|
-3%
|
|
|
211
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$21.6M
|
+$4.34M
|
+61,316
|
+27%
|
|
|
212
|
ClearBridge Investments
New York
|
$21.2M
|
+$18.1M
|
+256,040
|
+1,065%
|
|
|
213
|
Jasper Ridge Partners
Menlo Park,
California
|
$21.1M
|
–
|
–
|
–
|
|
|
214
|
Raymond James Trust
St. Petersburg,
Florida
|
$21.1M
|
+$881K
|
+12,452
|
+5%
|
|
|
215
|
AE Wealth Management
Topeka,
Kansas
|
$20.9M
|
-$562K
|
-7,948
|
-3%
|
|
|
216
|
MetLife Investment Management
Whippany,
New Jersey
|
$20.5M
|
+$2.12M
|
+30,000
|
+13%
|
|
|
217
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$20.4M
|
-$34.5K
|
-488
|
-0.2%
|
|
|
218
|
J. Safra Asset Management
New York
|
$20.4M
|
-$2.25M
|
-31,780
|
-11%
|
|
|
219
|
Capital Planning Advisors
Roseville,
California
|
$20.2M
|
+$584K
|
+8,264
|
+3%
|
|
|
220
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$19.5M
|
+$234K
|
+3,312
|
+1%
|
|
|
221
|
Avantax Advisory Services
Dallas,
Texas
|
$19.4M
|
+$2.01M
|
+28,384
|
+12%
|
|
|
222
|
NWAM LLC
Mercer Island,
Washington
|
$19.4M
|
+$9.34M
|
+132,116
|
+107%
|
|
|
223
|
Atria Wealth Solutions
New York
|
$19.3M
|
-$1.49M
|
-21,004
|
-8%
|
|
|
224
|
Evercore Wealth Management
New York
|
$19.2M
|
+$230K
|
+3,252
|
+1%
|
|
|
225
|
Fifth Third Securities
Cincinnati,
Ohio
|
$19.1M
|
+$948K
|
+13,404
|
+6%
|
|
