|
2226
|
NVWM LLC
Yardley,
Pennsylvania
|
$40.4M
|
-$717K
|
10
|
10.29%
|
Reduced
|
|
|
2227
|
Everhart Financial Group
Dublin,
Ohio
|
$40.4M
|
+$3.94M
|
8
|
8.96%
|
Increased
|
|
|
2228
|
Security National Bank
Omaha,
Nebraska
|
$40.4M
|
+$129K
|
6
|
5.49%
|
Increased
|
|
|
2229
|
Cartenna Capital
Stamford,
Connecticut
|
$40.4M
|
-$21.9M
|
2
|
1.58%
|
Reduced
|
|
|
2230
|
PDS Planning
Dublin,
Ohio
|
$40.4M
|
+$969K
|
8
|
3.62%
|
Increased
|
|
|
2231
|
Blackhill Capital
Morristown,
New Jersey
|
$40.4M
|
$0
|
4
|
2.32%
|
Maintained
|
|
|
2232
|
Consolidated Investment Group
Englewood,
Colorado
|
$40.3M
|
$0
|
4
|
5.99%
|
Maintained
|
|
|
2233
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$40.3M
|
+$417K
|
11
|
20.8%
|
Increased
|
|
|
2234
|
Destiny Wealth Partners
Tavares,
Florida
|
$40.3M
|
-$2.8M
|
4
|
7.06%
|
Reduced
|
|
|
2235
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$40.2M
|
+$52.2K
|
7
|
1.5%
|
Increased
|
|
|
2236
|
Pure Financial Advisors
San Diego,
California
|
$40.1M
|
+$440K
|
8
|
0.96%
|
Increased
|
|
|
2237
|
NFJ Investment Group
Dallas,
Texas
|
$40M
|
+$63K
|
3
|
1.17%
|
Increased
|
|
|
2238
|
Scholtz & Company
Stamford,
Connecticut
|
$40M
|
-$5.58M
|
3
|
18.89%
|
Reduced
|
|
|
2239
|
Avalon Global Asset Management
San Francisco,
California
|
$40M
|
-$10.9M
|
4
|
6.02%
|
Reduced
|
|
|
2240
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$40M
|
-$6.52M
|
6
|
1.21%
|
Reduced
|
|
|
2241
|
Ogborne Capital Management
San Francisco,
California
|
$40M
|
-$3.61M
|
3
|
10.5%
|
Reduced
|
|
|
2242
|
Conway Capital Management
Burbank,
California
|
$40M
|
+$258K
|
4
|
19.4%
|
Increased
|
|
|
2243
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$39.9M
|
+$1.54M
|
8
|
10.12%
|
Increased
|
|
|
2244
|
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
$39.8M
|
+$2.79M
|
4
|
11.19%
|
Increased
|
|
|
2245
|
Apella Capital
West Hartford,
Connecticut
|
$39.8M
|
+$2.05M
|
6
|
1.64%
|
Increased
|
|
|
2246
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$39.8M
|
+$277K
|
7
|
19.25%
|
Increased
|
|
|
2247
|
Westside Investment Management
Santa Monica,
California
|
$39.8M
|
+$603K
|
12
|
8.46%
|
Increased
|
|
|
2248
|
STF Management
Frisco,
Texas
|
$39.7M
|
-$3.95M
|
5
|
18.08%
|
Reduced
|
|
|
2249
|
Marcum Wealth
Cleveland,
Ohio
|
$39.7M
|
+$1.38M
|
8
|
3.69%
|
Increased
|
|
|
2250
|
Pennant Select
Summit,
New Jersey
|
$39.7M
|
-$3.92M
|
3
|
27.96%
|
Reduced
|
|