|
201
|
Rockefeller Capital Management
New York
|
$14.2M
|
+$163K
|
+1,421
|
+1%
|
|
|
202
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$14.1M
|
-$1.25M
|
-10,904
|
-9%
|
|
|
203
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$14M
|
–
|
–
|
–
|
|
|
204
|
SlateStone Wealth
Jupiter,
Florida
|
$14M
|
-$226K
|
-1,970
|
-2%
|
|
|
205
|
Apeiron RIA
Dallas,
Texas
|
$13.9M
|
-$523K
|
-4,561
|
-4%
|
|
|
206
|
First National Trust
Hermitage,
Pennsylvania
|
$13.8M
|
+$681K
|
+5,944
|
+5%
|
|
|
207
|
HeadInvest LLC
Portland,
Maine
|
$13.7M
|
-$147K
|
-1,285
|
-1%
|
|
|
208
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$13.6M
|
-$13.6M
|
-119,059
|
-51%
|
|
|
209
|
Advisory Services Network
Atlanta,
Georgia
|
$13.4M
|
-$3.47M
|
-30,323
|
-21%
|
|
|
210
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$13.4M
|
+$1.13M
|
+9,841
|
+10%
|
|
|
211
|
Ballast Inc
Lexington,
Kentucky
|
$13.1M
|
+$98.2K
|
+857
|
+0.8%
|
|
|
212
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$13M
|
-$2.89M
|
-25,214
|
-19%
|
|
|
213
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$12.8M
|
+$1.79M
|
+15,601
|
+17%
|
|
|
214
|
|
$12.7M
|
-$1.53M
|
-13,356
|
-11%
|
|
|
215
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$12.7M
|
+$9.25M
|
+80,707
|
+331%
|
|
|
216
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.6M
|
+$290K
|
+2,532
|
+2%
|
|
|
217
|
|
$12.6M
|
-$264K
|
-2,302
|
-2%
|
|
|
218
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$12.6M
|
+$1.79M
|
+15,587
|
+17%
|
|
|
219
|
CreativeOne Wealth
Overland Park,
Kansas
|
$12.3M
|
+$5.62M
|
+49,071
|
+93%
|
|
|
220
|
McNaughton Wealth Management
San Diego,
California
|
$12.3M
|
+$144K
|
+1,259
|
+1%
|
|
|
221
|
Stokes Family Office
New Orleans,
Louisiana
|
$12.3M
|
+$7.91K
|
+69
|
+0.1%
|
|
|
222
|
Hancock Whitney
Gulfport,
Mississippi
|
$12.2M
|
-$584K
|
-5,099
|
-5%
|
|
|
223
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$12.1M
|
+$406K
|
+3,542
|
+4%
|
|
|
224
|
Linscomb Wealth
Houston,
Texas
|
$12.1M
|
-$478K
|
-4,174
|
-4%
|
|
|
225
|
Howard Wealth Management
Madison,
Connecticut
|
$11.9M
|
-$19.4K
|
-169
|
-0.2%
|
|
