|
226
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$20.6M
|
–
|
–
|
–
|
|
|
227
|
Matrix Trust Company
Denver,
Colorado
|
$20.4M
|
-$166K
|
-594
|
-0.7%
|
|
|
228
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19.9M
|
-$9.62M
|
-34,328
|
-28%
|
|
|
229
|
Good Life Advisors
Reading,
Pennsylvania
|
$19.9M
|
-$2.67M
|
-9,524
|
-10%
|
|
|
230
|
Hollencrest Capital Management
Newport Beach,
California
|
$19.7M
|
+$18.4M
|
+65,605
|
+373%
|
|
|
231
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$19.5M
|
-$67.2M
|
-239,809
|
-74%
|
|
|
232
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$19.4M
|
+$182K
|
+651
|
+0.8%
|
|
|
233
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$19.2M
|
+$552K
|
+1,969
|
+2%
|
|
|
234
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$19M
|
+$8.39M
|
+29,932
|
+60%
|
|
|
235
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$18.8M
|
-$2.76M
|
-9,855
|
-11%
|
|
|
236
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$18.7M
|
-$5.19M
|
-18,515
|
-19%
|
|
|
237
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$18.5M
|
+$1.49M
|
+5,311
|
+7%
|
|
|
238
|
|
$18.4M
|
–
|
–
|
–
|
|
|
239
|
Texas Capital Bancshares
Dallas,
Texas
|
$18.3M
|
+$3.79M
|
+13,535
|
+21%
|
|
|
240
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$18.3M
|
+$1.06M
|
+3,773
|
+5%
|
|
|
241
|
Summit Wealth Group
White River Junction,
Vermont
|
$18.3M
|
+$1.94M
|
+6,917
|
+10%
|
|
|
242
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$18.2M
|
+$1.96M
|
+6,994
|
+10%
|
|
|
243
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18M
|
-$2.82M
|
-10,067
|
-12%
|
|
|
244
|
William Blair & Company
Chicago,
Illinois
|
$18M
|
-$399K
|
-1,423
|
-2%
|
|
|
245
|
|
$17.9M
|
+$631K
|
+2,252
|
+3%
|
|
|
246
|
Fiduciary Group
Savannah,
Georgia
|
$17.8M
|
+$95K
|
+339
|
+0.5%
|
|
|
247
|
DeGreen Capital Management
Scottsdale,
Arizona
|
$17.7M
|
-$2.59M
|
-9,230
|
-11%
|
|
|
248
|
Stephens Inc
Little Rock,
Arkansas
|
$17.5M
|
+$1.34M
|
+4,774
|
+7%
|
|
|
249
|
Univest Financial
Souderton,
Pennsylvania
|
$17.4M
|
+$20.5M
|
+73,326
|
New
|
|
|
250
|
Prudential Financial
Newark,
New Jersey
|
$17.3M
|
+$14.4M
|
+51,398
|
+244%
|
|
