|
176
|
Charles Schwab
San Francisco,
California
|
$10.8M
|
-$18.3M
|
-830,667
|
-65%
|
|
|
177
|
|
$10.8M
|
-$983K
|
-44,642
|
-9%
|
|
|
178
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$10.7M
|
–
|
–
|
–
|
|
|
179
|
Vestwell Advisors
New York
|
$10.7M
|
–
|
–
|
–
|
|
|
180
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.6M
|
-$41.2K
|
-1,872
|
-0.4%
|
|
|
181
|
The Family Firm
Bethesda,
Maryland
|
$10.5M
|
+$280K
|
+12,732
|
+3%
|
|
|
182
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$10.2M
|
+$373K
|
+16,952
|
+4%
|
|
|
183
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$10.2M
|
+$373K
|
+16,952
|
+4%
|
|
|
184
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$10.1M
|
+$1.02M
|
+46,149
|
+12%
|
|
|
185
|
Summit Financial
Parsippany,
New Jersey
|
$10M
|
+$4.04M
|
+183,584
|
+77%
|
|
|
186
|
Liberty Capital Management
Birmingham,
Michigan
|
$9.92M
|
+$185K
|
+8,381
|
+2%
|
|
|
187
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.9M
|
-$5.59M
|
-253,679
|
-38%
|
|
|
188
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$9.86M
|
-$253K
|
-11,481
|
-3%
|
|
|
189
|
Apriem Advisors
Irvine,
California
|
$9.83M
|
-$91.6K
|
-4,158
|
-1%
|
|
|
190
|
Five Oceans Advisors
Santa Monica,
California
|
$9.78M
|
-$8.81K
|
-400
|
-0.1%
|
|
|
191
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9.56M
|
-$55.9K
|
-2,536
|
-0.6%
|
|
|
192
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$9.35M
|
+$711K
|
+32,255
|
+9%
|
|
|
193
|
SRH Advisors
Salina,
Kansas
|
$9.24M
|
+$352
|
+16
|
+0%
|
|
|
194
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$9.23M
|
+$1.46M
|
+66,234
|
+21%
|
|
|
195
|
Fiduciary Trust
Boston,
Massachusetts
|
$9.19M
|
+$119K
|
+5,384
|
+1%
|
|
|
196
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.8M
|
-$2.78M
|
-126,429
|
-25%
|
|
|
197
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$8.68M
|
+$2.44M
|
+110,612
|
+44%
|
|
|
198
|
Rockbridge Investment Management
Syracuse,
New York
|
$8.56M
|
-$46.9K
|
-2,131
|
-0.6%
|
|
|
199
|
Rockefeller Capital Management
New York
|
$8.44M
|
+$4.31M
|
+195,845
|
+124%
|
|
|
200
|
AllianceBernstein
Nashville,
Tennessee
|
$8.4M
|
-$53.1K
|
-2,411
|
-0.7%
|
|
