|
201
|
PFW Advisors
Atlanta,
Georgia
|
$25.6M
|
-$1.75M
|
-21,744
|
-7%
|
|
|
202
|
Polen Capital Management
Boca Raton,
Florida
|
$25.5M
|
-$109M
|
-1,358,436
|
-82%
|
|
|
203
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$25.5M
|
-$585K
|
-7,260
|
-2%
|
|
|
204
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$24.8M
|
-$3.97M
|
-49,300
|
-14%
|
|
|
205
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$24.5M
|
-$94.1K
|
-1,168
|
-0.4%
|
|
|
206
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$24.3M
|
-$3.54K
|
-44
|
-0%
|
|
|
207
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$23.8M
|
-$274K
|
-3,400
|
-1%
|
|
|
208
|
Jasper Ridge Partners
Menlo Park,
California
|
$23.5M
|
–
|
–
|
–
|
|
|
209
|
Legacy Edge Advisors
Syosset,
New York
|
$23.4M
|
-$3.06M
|
-37,980
|
-12%
|
|
|
210
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$23M
|
-$1.35M
|
-16,780
|
-6%
|
|
|
211
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$22.9M
|
+$1.14M
|
+14,208
|
+6%
|
|
|
212
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$22.6M
|
-$102K
|
-1,272
|
-0.5%
|
|
|
213
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$22.5M
|
-$1.43M
|
-17,760
|
-6%
|
|
|
214
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$22.4M
|
+$2.82M
|
+34,988
|
+15%
|
|
|
215
|
Raymond James Trust
St. Petersburg,
Florida
|
$22.2M
|
-$1.19M
|
-14,780
|
-5%
|
|
|
216
|
Callan Family Office
Radnor,
Pennsylvania
|
$21.9M
|
+$3.68M
|
+45,708
|
+21%
|
|
|
217
|
Capital Planning Advisors
Roseville,
California
|
$21.7M
|
-$678K
|
-8,420
|
-3%
|
|
|
218
|
Edge Capital Group
Atlanta,
Georgia
|
$21.6M
|
+$916K
|
+11,372
|
+5%
|
|
|
219
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$21.6M
|
+$1.78M
|
+22,096
|
+9%
|
|
|
220
|
Fifth Third Securities
Cincinnati,
Ohio
|
$21.5M
|
+$191K
|
+2,372
|
+0.9%
|
|
|
221
|
NWAM LLC
Mercer Island,
Washington
|
$21.1M
|
-$388K
|
-4,816
|
-2%
|
|
|
222
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21.1M
|
+$8.49M
|
+105,368
|
+73%
|
|
|
223
|
Atria Wealth Solutions
New York
|
$21M
|
-$379K
|
-4,708
|
-2%
|
|
|
224
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$21M
|
+$11.8M
|
+146,284
|
+142%
|
|
|
225
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$20.8M
|
-$235K
|
-2,916
|
-1%
|
|
