|
226
|
Segment Wealth Management
Houston,
Texas
|
$36M
|
+$379K
|
+983
|
+1%
|
|
|
227
|
Jackson Wealth Management
Lake Mary,
Florida
|
$35.9M
|
-$7.73M
|
-20,023
|
-18%
|
|
|
228
|
Arvest Trust
Bartlesville,
Oklahoma
|
$35.8M
|
+$34.8M
|
+90,088
|
New
|
|
|
229
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$35.6M
|
-$11.3M
|
-29,215
|
-25%
|
|
|
230
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$35.3M
|
+$307K
|
+795
|
+0.9%
|
|
|
231
|
Prudential Financial
Newark,
New Jersey
|
$35M
|
+$17M
|
+44,058
|
+101%
|
|
|
232
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$34.7M
|
-$152K
|
-393
|
-0.4%
|
|
|
233
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$34.7M
|
+$5.49M
|
+14,212
|
+18%
|
|
|
234
|
Pacific Center for Financial Services
San Ramon,
California
|
$34.5M
|
-$955K
|
-2,474
|
-3%
|
|
|
235
|
Larson Financial Group
St Louis,
Missouri
|
$34.1M
|
+$2.37M
|
+6,148
|
+8%
|
|
|
236
|
Wolverine Asset Management
Chicago,
Illinois
|
$34M
|
+$33M
|
+85,378
|
New
|
|
|
237
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$33.9M
|
+$513K
|
+1,328
|
+2%
|
|
|
238
|
Burleson & Co
Petaluma,
California
|
$33.9M
|
-$47.5K
|
-123
|
-0.1%
|
|
|
239
|
Spinnaker Trust
Portland,
Maine
|
$33.8M
|
+$1.42M
|
+3,676
|
+5%
|
|
|
240
|
Simplify Asset Management
Las Vegas,
Nevada
|
$33.8M
|
+$17.2M
|
+44,474
|
+110%
|
|
|
241
|
Summit Global Investments
Bountiful,
Utah
|
$33.5M
|
+$8.11M
|
+21,006
|
+33%
|
|
|
242
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$33.5M
|
+$32.5M
|
+84,183
|
New
|
|
|
243
|
Evolution Wealth Advisors
Aventura,
Florida
|
$33.3M
|
-$961K
|
-2,489
|
-3%
|
|
|
244
|
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
|
$33M
|
–
|
–
|
–
|
|
|
245
|
Latitude Advisors
Vero Beach,
Florida
|
$32.9M
|
+$498K
|
+1,289
|
+2%
|
|
|
246
|
O'Neil Global Advisors
Los Angeles,
California
|
$32.6M
|
+$31.6M
|
+81,860
|
New
|
|
|
247
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$32.4M
|
–
|
–
|
–
|
|
|
248
|
Essex Financial Services
Essex,
Connecticut
|
$32.4M
|
+$320K
|
+828
|
+1%
|
|
|
249
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$32.2M
|
+$2.23M
|
+5,770
|
+8%
|
|
|
250
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$32M
|
+$19.6M
|
+50,643
|
+170%
|
|
