|
176
|
Creative Planning
Overland Park,
Kansas
|
$12.6M
|
+$1.14M
|
+26,642
|
+10%
|
|
|
177
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$12.5M
|
+$369K
|
+8,622
|
+3%
|
|
|
178
|
Ameraudi Asset Management
New York
|
$12.5M
|
+$474K
|
+11,080
|
+4%
|
|
|
179
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12.5M
|
+$5.56M
|
+130,050
|
+76%
|
|
|
180
|
IFP Advisors
Tampa,
Florida
|
$12.4M
|
-$12.8M
|
-300,238
|
-50%
|
|
|
181
|
|
$12.4M
|
-$12.6M
|
-294,038
|
-50%
|
|
|
182
|
Wellington Management Group
Boston,
Massachusetts
|
$12.4M
|
+$947K
|
+22,138
|
+8%
|
|
|
183
|
KeyBank National Association
Cleveland,
Ohio
|
$12.3M
|
-$416K
|
-9,728
|
-3%
|
|
|
184
|
CVS Health
Woonsocket,
Rhode Island
|
$12.2M
|
+$12.6M
|
+294,600
|
New
|
|
|
185
|
Graypoint LLC
Albany,
New York
|
$12.1M
|
+$2.87M
|
+67,164
|
+30%
|
|
|
186
|
Novare Capital Management
Charlotte,
North Carolina
|
$12M
|
+$1.17M
|
+27,406
|
+10%
|
|
|
187
|
Oppenheimer & Co
New York
|
$11.9M
|
-$1.03M
|
-24,000
|
-8%
|
|
|
188
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$11.9M
|
-$919K
|
-21,486
|
-7%
|
|
|
189
|
United Capital Financial Advisors
Irving,
Texas
|
$11.7M
|
-$1.32M
|
-30,758
|
-10%
|
|
|
190
|
Point72 Europe
London,
United Kingdom
|
$11.7M
|
+$5.73M
|
+134,000
|
+90%
|
|
|
191
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$11.6M
|
+$12M
|
+280,138
|
New
|
|
|
192
|
Aveo Capital Partners
Englewood,
Colorado
|
$11.5M
|
+$351K
|
+8,216
|
+3%
|
|
|
193
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
$11.3M
|
-$1.03K
|
-24
|
-0%
|
|
|
194
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$11.2M
|
+$514K
|
+12,016
|
+5%
|
|
|
195
|
Avidian Wealth Enterprises
Houston,
Texas
|
$11.1M
|
+$5M
|
+117,048
|
+77%
|
|
|
196
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11M
|
-$172M
|
-4,032,812
|
-94%
|
|
|
197
|
|
$10.7M
|
-$182M
|
-4,248,280
|
-94%
|
|
|
198
|
AssetMark Inc
Concord,
California
|
$10.6M
|
+$5.73M
|
+133,972
|
+110%
|
|
|
199
|
Crumly & Associates
Springfield,
Illinois
|
$10.6M
|
+$75.9K
|
+1,776
|
+0.7%
|
|
|
200
|
Chicago Wealth Management
Chicago,
Illinois
|
$10.5M
|
+$355K
|
+8,302
|
+3%
|
|
