|
126
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.3M
|
+$1.07M
|
+12,387
|
+8%
|
|
|
127
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$15.3M
|
+$1.23M
|
+14,240
|
+9%
|
|
|
128
|
Unique Wealth
Clearwater,
Florida
|
$15.2M
|
+$383K
|
+4,431
|
+3%
|
|
|
129
|
Patton Fund Management
Dallas,
Texas
|
$15.2M
|
+$320K
|
+3,707
|
+2%
|
|
|
130
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$15.2M
|
–
|
–
|
–
|
|
|
131
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$15.1M
|
+$1.29M
|
+14,924
|
+10%
|
|
|
132
|
LJI Wealth Management
Indianapolis,
Indiana
|
$15.1M
|
+$268K
|
+3,098
|
+2%
|
|
|
133
|
Woodstock Corp
Boston,
Massachusetts
|
$15.1M
|
-$188K
|
-2,182
|
-1%
|
|
|
134
|
Fidelis Capital Partners
Tampa,
Florida
|
$15M
|
-$28.5K
|
-330
|
-0.2%
|
|
|
135
|
Callan Family Office
Radnor,
Pennsylvania
|
$15M
|
+$112K
|
+1,301
|
+0.8%
|
|
|
136
|
Bristlecone Advisors
Bellevue,
Washington
|
$15M
|
-$1.18M
|
-13,709
|
-8%
|
|
|
137
|
Members Advisory Group
Williamsville,
New York
|
$14.9M
|
-$3.76M
|
-43,532
|
-21%
|
|
|
138
|
AllianceBernstein
Nashville,
Tennessee
|
$14.5M
|
+$1.2M
|
+13,898
|
+10%
|
|
|
139
|
Fox Financial
Wyomissing,
Pennsylvania
|
$14.5M
|
+$153K
|
+1,768
|
+1%
|
|
|
140
|
Bricktown Capital
Detroit,
Michigan
|
$14M
|
–
|
–
|
–
|
|
|
141
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$13.8M
|
-$108K
|
-1,252
|
-0.8%
|
|
|
142
|
Bridges Investment Management
Omaha,
Nebraska
|
$13.6M
|
+$93.8K
|
+1,086
|
+0.7%
|
|
|
143
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$13.4M
|
+$290K
|
+3,361
|
+2%
|
|
|
144
|
VestGen Advisors
Inverness,
Illinois
|
$13M
|
-$277K
|
-3,208
|
-2%
|
|
|
145
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$12.6M
|
+$3.35M
|
+38,744
|
+39%
|
|
|
146
|
William Blair & Company
Chicago,
Illinois
|
$12.6M
|
-$467K
|
-5,404
|
-4%
|
|
|
147
|
Moody National Bank Trust Division
Galveston,
Texas
|
$12.6M
|
-$102K
|
-1,177
|
-0.9%
|
|
|
148
|
Atlas Legacy Advisors
Los Angeles,
California
|
$12.5M
|
-$1.55M
|
-17,975
|
-12%
|
|
|
149
|
Old National Bancorp
Evansville,
Indiana
|
$12.5M
|
+$1.76M
|
+20,349
|
+18%
|
|
|
150
|
Washington Trust Bank
Spokane,
Washington
|
$12.4M
|
-$691
|
-8
|
-0%
|
|
