|
226
|
Segment Wealth Management
Houston,
Texas
|
$16M
|
+$2.87M
|
+19,479
|
+22%
|
|
|
227
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15.9M
|
–
|
–
|
–
|
|
|
228
|
Truist Financial
Charlotte,
North Carolina
|
$15.7M
|
+$216K
|
+1,470
|
+1%
|
|
|
229
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$15.7M
|
-$256K
|
-1,735
|
-2%
|
|
|
230
|
Pacific Center for Financial Services
San Ramon,
California
|
$15.5M
|
-$143K
|
-970
|
-0.9%
|
|
|
231
|
Kore Private Wealth
New York
|
$15.4M
|
+$39.6K
|
+269
|
+0.3%
|
|
|
232
|
Elm Advisors
Burlingame,
California
|
$15M
|
-$25K
|
-170
|
-0.2%
|
|
|
233
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$15M
|
+$466K
|
+3,163
|
+3%
|
|
|
234
|
Pure Financial Advisors
San Diego,
California
|
$14.9M
|
-$722K
|
-4,905
|
-5%
|
|
|
235
|
Commerce Bank
Kansas City,
Missouri
|
$14.7M
|
+$90.6K
|
+615
|
+0.6%
|
|
|
236
|
VERITY Wealth Advisors
Sausalito,
United States
|
$14.6M
|
-$403K
|
-2,738
|
-3%
|
|
|
237
|
Bridgeworth
Birmingham,
Alabama
|
$14.6M
|
+$210K
|
+1,425
|
+1%
|
|
|
238
|
Valeo Financial Advisors
Carmel,
Indiana
|
$14.5M
|
-$89.8K
|
-610
|
-0.6%
|
|
|
239
|
Cetera Advisors
Denver,
Colorado
|
$14.2M
|
-$2.89M
|
-19,620
|
-17%
|
|
|
240
|
Voya Financial Advisors
Windsor,
Connecticut
|
$14.1M
|
+$788K
|
+5,349
|
+6%
|
|
|
241
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$13.9M
|
-$89.1K
|
-605
|
-0.6%
|
|
|
242
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$13.9M
|
-$266K
|
-1,806
|
-2%
|
|
|
243
|
Telos Capital Management
San Diego,
California
|
$13.5M
|
-$437K
|
-2,968
|
-3%
|
|
|
244
|
Comerica Bank
Dallas,
Texas
|
$13.5M
|
+$268K
|
+1,823
|
+2%
|
|
|
245
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$13.3M
|
-$548K
|
-3,720
|
-4%
|
|
|
246
|
Parallel Advisors
San Francisco,
California
|
$13.3M
|
-$938K
|
-6,366
|
-7%
|
|
|
247
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13.2M
|
-$1.44M
|
-9,796
|
-10%
|
|
|
248
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$13.1M
|
+$246K
|
+1,668
|
+2%
|
|
|
249
|
Arete Wealth Advisors
Chicago,
Illinois
|
$13M
|
-$208K
|
-1,414
|
-2%
|
|
|
250
|
HSBC Holdings
London,
United Kingdom
|
$12.9M
|
+$3.13M
|
+21,277
|
+33%
|
|
