|
251
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$45.3M
|
+$666K
|
+1,480
|
+2%
|
|
|
252
|
RFG Advisory
Birmingham,
Alabama
|
$45.3M
|
-$5.46M
|
-12,138
|
-11%
|
|
|
253
|
Sequoia Financial Advisors
Akron,
Ohio
|
$45.1M
|
-$337K
|
-749
|
-0.8%
|
|
|
254
|
Parcion Private Wealth
Bellevue,
Washington
|
$45M
|
+$8.07M
|
+17,954
|
+24%
|
|
|
255
|
Ascent Wealth Partners
New Hartford,
New York
|
$45M
|
-$396K
|
-880
|
-0.9%
|
|
|
256
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$44.7M
|
+$6.51M
|
+14,483
|
+18%
|
|
|
257
|
Portfolio Strategies
Monsey,
New York
|
$44.6M
|
-$440K
|
-978
|
-1%
|
|
|
258
|
Citizens Financial Group
Providence,
Rhode Island
|
$44.4M
|
+$37.5M
|
+83,403
|
+893%
|
|
|
259
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$44.2M
|
+$1.68M
|
+3,739
|
+4%
|
|
|
260
|
EP Wealth Advisors
Torrance,
California
|
$44.1M
|
+$1.39M
|
+3,090
|
+3%
|
|
|
261
|
Clear Creek Financial Management
Silverdale,
Washington
|
$43.3M
|
-$743K
|
-1,652
|
-2%
|
|
|
262
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$43.1M
|
-$429K
|
-953
|
-1%
|
|
|
263
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$43.1M
|
+$36M
|
+79,994
|
+809%
|
|
|
264
|
Essex Financial Services
Essex,
Connecticut
|
$43M
|
+$7.33M
|
+16,309
|
+20%
|
|
|
265
|
Socha Financial Group
Corning,
New York
|
$42.9M
|
+$239K
|
+531
|
+0.6%
|
|
|
266
|
Mutual Advisors
Omaha,
Nebraska
|
$42.7M
|
-$2.75M
|
-6,117
|
-6%
|
|
|
267
|
|
$42.5M
|
+$5.08M
|
+11,300
|
+15%
|
|
|
268
|
Safeguard Investment Advisory Group
Corona,
California
|
$42M
|
+$1.76M
|
+3,910
|
+5%
|
|
|
269
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$41.9M
|
+$1.16M
|
+2,569
|
+3%
|
|
|
270
|
Scotia Capital
Toronto,
Ontario, Canada
|
$41.7M
|
+$2.68M
|
+5,948
|
+7%
|
|
|
271
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$41.6M
|
+$12.9M
|
+28,767
|
+50%
|
|
|
272
|
Humankind Investments
New York
|
$41.5M
|
–
|
–
|
–
|
|
|
273
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$41.4M
|
+$4.87M
|
+10,824
|
+14%
|
|
|
274
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$41.2M
|
-$296K
|
-658
|
-0.8%
|
|
|
275
|
Waverly Advisors
Birmingham,
Alabama
|
$41M
|
+$716K
|
+1,592
|
+2%
|
|
