|
201
|
Kestra Advisory Services
Austin,
Texas
|
$10.3M
|
+$636K
|
+6,112
|
+7%
|
|
|
202
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.3M
|
-$272K
|
-2,608
|
-3%
|
|
|
203
|
Zacks Investment Management
Chicago,
Illinois
|
$10.3M
|
-$8.07M
|
-77,467
|
-45%
|
|
|
204
|
Rockefeller Capital Management
New York
|
$10.2M
|
-$7.4M
|
-71,046
|
-43%
|
|
|
205
|
Keel Point
Huntsville,
Alabama
|
$10.2M
|
+$18K
|
+173
|
+0.2%
|
|
|
206
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$10.2M
|
-$42.1M
|
-404,382
|
-81%
|
|
|
207
|
HMS Capital Management
Nashville,
Tennessee
|
$10.2M
|
-$366K
|
-3,519
|
-4%
|
|
|
208
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.1M
|
+$735K
|
+7,054
|
+8%
|
|
|
209
|
Private Advisor Group
Morristown,
New Jersey
|
$9.97M
|
+$815K
|
+7,827
|
+10%
|
|
|
210
|
Corient Private Wealth
Miami,
Florida
|
$9.78M
|
+$1.13M
|
+10,814
|
+14%
|
|
|
211
|
High Falls Advisors
Rochester,
New York
|
$9.63M
|
+$2.18M
|
+20,908
|
+32%
|
|
|
212
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$9.57M
|
-$155K
|
-1,490
|
-2%
|
|
|
213
|
Regal Wealth Group
Seal Beach,
California
|
$9.51M
|
+$316K
|
+3,030
|
+4%
|
|
|
214
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.47M
|
+$6.88M
|
+66,075
|
+338%
|
|
|
215
|
Insight Wealth Partners
Plano,
Texas
|
$9.46M
|
-$79.5K
|
-763
|
-0.9%
|
|
|
216
|
Twele Capital Management
Minnetonka,
Minnesota
|
$9.21M
|
+$151K
|
+1,453
|
+2%
|
|
|
217
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$9.16M
|
+$8.62M
|
+82,738
|
New
|
|
|
218
|
Cobblestone Capital Advisors
Rochester,
New York
|
$9.08M
|
+$6.04M
|
+58,017
|
+242%
|
|
|
219
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$9.07M
|
+$8.54M
|
+81,999
|
New
|
|
|
220
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$9.04M
|
-$74.7M
|
-717,600
|
-90%
|
|
|
221
|
Millennium Management
New York
|
$8.97M
|
-$11.3M
|
-108,887
|
-57%
|
|
|
222
|
One Capital Management
Westlake Village,
California
|
$8.91M
|
+$3.22M
|
+30,933
|
+62%
|
|
|
223
|
CreativeOne Wealth
Overland Park,
Kansas
|
$8.86M
|
+$50.9K
|
+489
|
+0.6%
|
|
|
224
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$8.77M
|
+$6.56M
|
+63,038
|
+388%
|
|
|
225
|
Willis Johnson & Associates
Houston,
Texas
|
$8.77M
|
+$1.34M
|
+12,887
|
+19%
|
|
