|
201
|
Edge Capital Group
Atlanta,
Georgia
|
$25.9M
|
-$375K
|
-4,136
|
-1%
|
|
|
202
|
NWAM LLC
Mercer Island,
Washington
|
$25.6M
|
+$24.7M
|
+272,788
|
New
|
|
|
203
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$25.3M
|
+$3.69M
|
+40,712
|
+18%
|
|
|
204
|
Capital Planning Advisors
Roseville,
California
|
$25.2M
|
-$265K
|
-2,920
|
-1%
|
|
|
205
|
Atria Wealth Solutions
New York
|
$25.2M
|
+$1.19M
|
+13,152
|
+5%
|
|
|
206
|
Jennison Associates
New York
|
$25M
|
+$12.8M
|
+141,156
|
+113%
|
|
|
207
|
Allianz Asset Management
Munich,
Germany
|
$25M
|
-$12.2M
|
-134,400
|
-34%
|
|
|
208
|
Raymond James Trust
St. Petersburg,
Florida
|
$24.6M
|
+$59.1K
|
+652
|
+0.2%
|
|
|
209
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$24.1M
|
-$256K
|
-2,828
|
-1%
|
|
|
210
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$24.1M
|
-$701K
|
-7,736
|
-3%
|
|
|
211
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$24M
|
-$13.1M
|
-144,740
|
-36%
|
|
|
212
|
Condor Capital Management
Martinsville,
New Jersey
|
$23.9M
|
+$530K
|
+5,844
|
+2%
|
|
|
213
|
Global Retirement Partners
San Rafael,
California
|
$23.8M
|
-$3.12M
|
-34,440
|
-12%
|
|
|
214
|
HB Wealth Management
Atlanta,
Georgia
|
$23.5M
|
+$1.45M
|
+15,948
|
+7%
|
|
|
215
|
Smith, Moore & Co
Clayton,
Missouri
|
$23.4M
|
+$1.24M
|
+13,660
|
+6%
|
|
|
216
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$23.4M
|
+$40.6K
|
+448
|
+0.2%
|
|
|
217
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$23.3M
|
+$1.33M
|
+14,724
|
+6%
|
|
|
218
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$23.2M
|
-$822K
|
-9,068
|
-4%
|
|
|
219
|
SG Americas Securities
New York
|
$22.9M
|
+$22.1M
|
+243,924
|
New
|
|
|
220
|
SlateStone Wealth
Jupiter,
Florida
|
$22.9M
|
-$266K
|
-2,936
|
-1%
|
|
|
221
|
First Foundation Advisors
Irvine,
California
|
$22.6M
|
+$605K
|
+6,668
|
+3%
|
|
|
222
|
Congress Wealth Management
Boston,
Massachusetts
|
$22.5M
|
-$32.3M
|
-356,212
|
-60%
|
|
|
223
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$22.2M
|
–
|
–
|
–
|
|
|
224
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$22M
|
-$934K
|
-10,304
|
-4%
|
|
|
225
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$21.8M
|
+$10M
|
+110,592
|
+91%
|
|
