|
226
|
|
$11.7M
|
+$103K
|
+1,195
|
+0.9%
|
|
|
227
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.7M
|
+$1.88M
|
+21,758
|
+19%
|
|
|
228
|
Pacific Capital Wealth Advisors
Corona,
California
|
$11.6M
|
+$10.4M
|
+120,304
|
+759%
|
|
|
229
|
Old Mission Capital
Chicago,
Illinois
|
$11.5M
|
+$7.83M
|
+90,660
|
+209%
|
|
|
230
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$11.4M
|
-$637K
|
-7,380
|
-5%
|
|
|
231
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$11.4M
|
+$474K
|
+5,494
|
+4%
|
|
|
232
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$11.2M
|
+$3.06M
|
+35,400
|
+37%
|
|
|
233
|
Whelan Financial
Fresno,
California
|
$11.2M
|
+$11.3M
|
+131,359
|
New
|
|
|
234
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$11M
|
+$1.53M
|
+17,712
|
+16%
|
|
|
235
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$10.7M
|
-$480K
|
-5,561
|
-4%
|
|
|
236
|
Choreo LLC
Rockford,
Illinois
|
$10.7M
|
-$181K
|
-2,092
|
-2%
|
|
|
237
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$10.6M
|
+$8.58M
|
+99,407
|
+403%
|
|
|
238
|
WBH Advisory
Baltimore,
Maryland
|
$10.4M
|
+$1.81M
|
+20,960
|
+21%
|
|
|
239
|
Summit X LLC
Chesterfield,
Missouri
|
$10.3M
|
+$805K
|
+9,319
|
+8%
|
|
|
240
|
NWAM LLC
Mercer Island,
Washington
|
$10.2M
|
+$329K
|
+3,814
|
+3%
|
|
|
241
|
Wealthspire Advisors (New York)
New York
|
$10.2M
|
-$708K
|
-8,202
|
-6%
|
|
|
242
|
Millennium Management
New York
|
$10.2M
|
-$11.2M
|
-129,647
|
-52%
|
|
|
243
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.1M
|
+$872K
|
+10,104
|
+9%
|
|
|
244
|
FSA Wealth Management
Needham,
Massachusetts
|
$10.1M
|
+$351K
|
+4,068
|
+4%
|
|
|
245
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9.92M
|
-$368K
|
-4,257
|
-4%
|
|
|
246
|
McCutchen Group
Seattle,
Washington
|
$9.91M
|
+$169K
|
+1,952
|
+2%
|
|
|
247
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$9.87M
|
-$113K
|
-1,314
|
-1%
|
|
|
248
|
Clarity Wealth Advisors
San Jose,
California
|
$9.71M
|
-$168K
|
-1,950
|
-2%
|
|
|
249
|
Cadence Bank
Tupelo,
Mississippi
|
$9.58M
|
+$1.25M
|
+14,433
|
+15%
|
|
|
250
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$9.48M
|
+$277K
|
+3,206
|
+3%
|
|
