|
251
|
Belpointe Asset Management
Reno,
Nevada
|
$41.9M
|
-$6.38M
|
-14,890
|
-14%
|
|
|
252
|
Portfolio Strategies
Monsey,
New York
|
$41.8M
|
-$337K
|
-787
|
-0.8%
|
|
|
253
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$41.3M
|
-$2.36M
|
-5,496
|
-6%
|
|
|
254
|
Clear Creek Financial Management
Silverdale,
Washington
|
$40.8M
|
-$1.25M
|
-2,924
|
-3%
|
|
|
255
|
Weiss Asset Management
Boston,
Massachusetts
|
$40.4M
|
+$4.54M
|
+10,589
|
+13%
|
|
|
256
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$40.3M
|
+$868K
|
+2,024
|
+2%
|
|
|
257
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$39.8M
|
+$561K
|
+1,309
|
+1%
|
|
|
258
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$39.6M
|
-$277K
|
-645
|
-0.7%
|
|
|
259
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$39.6M
|
-$277K
|
-645
|
-0.7%
|
|
|
260
|
EP Wealth Advisors
Torrance,
California
|
$39.5M
|
-$924K
|
-2,155
|
-2%
|
|
|
261
|
Socha Financial Group
Corning,
New York
|
$39.5M
|
+$494K
|
+1,153
|
+1%
|
|
|
262
|
Allspring Global Investments
Charlotte,
North Carolina
|
$39.5M
|
+$38.1M
|
+88,913
|
New
|
|
|
263
|
Connectus Wealth
Cincinnati,
Ohio
|
$39.4M
|
-$8.77M
|
-20,451
|
-19%
|
|
|
264
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$39.3M
|
+$883K
|
+2,059
|
+2%
|
|
|
265
|
Old Mission Capital
Chicago,
Illinois
|
$38.8M
|
+$37.5M
|
+87,389
|
New
|
|
|
266
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$38.5M
|
+$589K
|
+1,374
|
+2%
|
|
|
267
|
Humankind Investments
New York
|
$38.4M
|
–
|
–
|
–
|
|
|
268
|
Kestra Private Wealth Services
Austin,
Texas
|
$38.1M
|
+$4.65M
|
+10,855
|
+15%
|
|
|
269
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$37.9M
|
+$375K
|
+874
|
+1%
|
|
|
270
|
Segment Wealth Management
Houston,
Texas
|
$37.8M
|
-$484K
|
-1,128
|
-1%
|
|
|
271
|
SteelPeak Wealth
Woodland Hills,
California
|
$37.7M
|
+$1.93M
|
+4,504
|
+6%
|
|
|
272
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$37.7M
|
+$5.72M
|
+13,338
|
+19%
|
|
|
273
|
IFG Advisory
Atlanta,
Georgia
|
$37.6M
|
+$3.77M
|
+8,787
|
+12%
|
|
|
274
|
Waverly Advisors
Birmingham,
Alabama
|
$37.3M
|
+$19.1M
|
+44,651
|
+113%
|
|
|
275
|
Safeguard Investment Advisory Group
Corona,
California
|
$37.2M
|
+$548K
|
+1,278
|
+2%
|
|
