|
201
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$287K
|
+$320K
|
+14,398
|
New
|
|
|
202
|
BB&T Securities
Richmond,
Virginia
|
$283K
|
-$32.3K
|
-1,452
|
-9%
|
|
|
203
|
Coyle Financial Counsel
Glenview,
Illinois
|
$273K
|
+$39K
|
+1,754
|
+15%
|
|
|
204
|
Welch Group
Birmingham,
Alabama
|
$273K
|
+$304K
|
+13,656
|
New
|
|
|
205
|
CenterStar Fund
Chicago,
Illinois
|
$263K
|
–
|
–
|
–
|
|
|
206
|
Cambridge Trust
Cambridge,
Massachusetts
|
$263K
|
+$293K
|
+13,192
|
New
|
|
|
207
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$258K
|
-$84.6K
|
-3,802
|
-23%
|
|
|
208
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$256K
|
-$27.8K
|
-1,248
|
-9%
|
|
|
209
|
Creative Planning
Overland Park,
Kansas
|
$253K
|
+$282K
|
+12,676
|
New
|
|
|
210
|
Washington Trust Bank
Spokane,
Washington
|
$250K
|
+$258K
|
+11,608
|
+1,273%
|
|
|
211
|
MSI Financial Services
Springfield,
Massachusetts
|
$245K
|
-$1.35M
|
-60,818
|
-83%
|
|
|
212
|
PacWest Financial Management
Phoenix,
Arizona
|
$244K
|
-$26K
|
-1,170
|
-9%
|
|
|
213
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$238K
|
-$400
|
-18
|
-0.2%
|
|
|
214
|
Arrow Financial
Glens Falls,
New York
|
$232K
|
–
|
–
|
–
|
|
|
215
|
BKS Advisors
Southfield,
Michigan
|
$230K
|
-$14.9K
|
-670
|
-5%
|
|
|
216
|
Archford Capital Strategies
Swansea,
Illinois
|
$229K
|
+$17.3K
|
+778
|
+7%
|
|
|
217
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$225K
|
-$209K
|
-9,400
|
-45%
|
|
|
218
|
Sequent Asset Management
Houston,
Texas
|
$225K
|
-$27.6K
|
-1,242
|
-10%
|
|
|
219
|
Orleans Capital Management
Mandeville,
Louisiana
|
$216K
|
-$97.9K
|
-4,400
|
-29%
|
|
|
220
|
Truist Financial
Charlotte,
North Carolina
|
$214K
|
-$11.4K
|
-514
|
-5%
|
|
|
221
|
SOL Capital Management
Rockville,
Maryland
|
$213K
|
+$33.4K
|
+1,500
|
+16%
|
|
|
222
|
Hollencrest Capital Management
Newport Beach,
California
|
$209K
|
-$6.46M
|
-290,272
|
-97%
|
|
|
223
|
Geneva Advisors
Chicago,
Illinois
|
$206K
|
-$1.29K
|
-58
|
-0.6%
|
|
|
224
|
Lourd Capital
Beverly Hills,
California
|
$204K
|
–
|
–
|
–
|
|
|
225
|
The Family Firm
Bethesda,
Maryland
|
$204K
|
+$228K
|
+10,240
|
New
|
|
