|
201
|
CX Institutional
Auburn,
Indiana
|
$14.4M
|
-$14.2M
|
-136,892
|
-50%
|
|
|
202
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$14.4M
|
+$3.53M
|
+33,954
|
+33%
|
|
|
203
|
Integrated Advisors Network
Dallas,
Texas
|
$14.2M
|
+$602K
|
+5,794
|
+4%
|
|
|
204
|
Univest Financial
Souderton,
Pennsylvania
|
$14M
|
+$471K
|
+4,527
|
+3%
|
|
|
205
|
Citizens Financial Group
Providence,
Rhode Island
|
$14M
|
-$2.88M
|
-27,665
|
-17%
|
|
|
206
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$13.9M
|
+$522K
|
+5,025
|
+4%
|
|
|
207
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$13.9M
|
-$866K
|
-8,326
|
-6%
|
|
|
208
|
Prudential Financial
Newark,
New Jersey
|
$13.7M
|
-$8.19M
|
-78,748
|
-38%
|
|
|
209
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$13.7M
|
-$969K
|
-9,316
|
-7%
|
|
|
210
|
&Partners
Nashville,
Tennessee
|
$13.5M
|
-$900K
|
-8,659
|
-6%
|
|
|
211
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$13.5M
|
-$72.5K
|
-697
|
-0.5%
|
|
|
212
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$13.4M
|
+$706K
|
+6,793
|
+6%
|
|
|
213
|
Gradient Investments
Arden Hills,
Minnesota
|
$13.4M
|
+$6.54M
|
+62,898
|
+97%
|
|
|
214
|
Freestone Capital Holdings
Seattle,
Washington
|
$13.4M
|
+$139K
|
+1,339
|
+1%
|
|
|
215
|
Advisory Services Network
Atlanta,
Georgia
|
$13.3M
|
-$15.1K
|
-145
|
-0.1%
|
|
|
216
|
SVB Wealth
Boston,
Massachusetts
|
$13.2M
|
+$13.1M
|
+126,098
|
New
|
|
|
217
|
Waverly Advisors
Birmingham,
Alabama
|
$13.1M
|
+$157K
|
+1,508
|
+1%
|
|
|
218
|
Atria Wealth Solutions
New York
|
$13M
|
-$15.2M
|
-145,909
|
-54%
|
|
|
219
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$12.9M
|
+$12.9M
|
+123,778
|
New
|
|
|
220
|
Single Point Partners
Boston,
Massachusetts
|
$12.9M
|
-$2.83M
|
-27,251
|
-18%
|
|
|
221
|
Manhattan West Asset Management
Los Angeles,
California
|
$12.8M
|
-$731K
|
-7,031
|
-5%
|
|
|
222
|
Clearstead Advisors
Cleveland,
Ohio
|
$12.8M
|
-$380K
|
-3,655
|
-3%
|
|
|
223
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$12.8M
|
+$114K
|
+1,095
|
+0.9%
|
|
|
224
|
German American Bancorp
Jasper,
Indiana
|
$12.8M
|
+$4.15M
|
+39,912
|
+48%
|
|
|
225
|
Brown Wealth Management
Naperville,
Illinois
|
$12.8M
|
-$1.58M
|
-15,169
|
-11%
|
|
