|
201
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$34.9M
|
+$4.57M
|
+13,606
|
+16%
|
|
|
202
|
Clearstead Advisors
Cleveland,
Ohio
|
$34.6M
|
-$21M
|
-62,576
|
-39%
|
|
|
203
|
Scotia Capital
Toronto,
Ontario, Canada
|
$34.4M
|
+$238K
|
+709
|
+0.7%
|
|
|
204
|
Prudential plc
London, England,
United Kingdom
|
$34.4M
|
+$3.96M
|
+11,788
|
+14%
|
|
|
205
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$34.2M
|
-$287K
|
-853
|
-0.9%
|
|
|
206
|
Regions Financial Corp
Birmingham,
Alabama
|
$34.2M
|
+$2.48M
|
+7,376
|
+8%
|
|
|
207
|
Allianz Asset Management
Munich,
Germany
|
$34.1M
|
+$29.6M
|
+88,125
|
+1,081%
|
|
|
208
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$34.1M
|
-$6.12M
|
-18,215
|
-16%
|
|
|
209
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$33.9M
|
-$64.9K
|
-193
|
-0.2%
|
|
|
210
|
Broadmark Asset Management
San Francisco,
California
|
$33.5M
|
+$31.8M
|
+94,515
|
New
|
|
|
211
|
Jackson Wealth Management
Lake Mary,
Florida
|
$33.4M
|
-$134K
|
-399
|
-0.4%
|
|
|
212
|
Murphy Capital Management
Bedminster,
New Jersey
|
$33.1M
|
+$387K
|
+1,151
|
+1%
|
|
|
213
|
Silicon Valley Capital Partners
San Jose,
California
|
$33.1M
|
-$103M
|
-307,381
|
-77%
|
|
|
214
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32.6M
|
-$154K
|
-457
|
-0.5%
|
|
|
215
|
Stephens Inc
Little Rock,
Arkansas
|
$32.6M
|
+$2.22M
|
+6,601
|
+8%
|
|
|
216
|
Pacific Center for Financial Services
San Ramon,
California
|
$32.6M
|
+$500K
|
+1,486
|
+2%
|
|
|
217
|
Townsend & Associates
Westminster,
Colorado
|
$32.2M
|
+$1.02M
|
+3,045
|
+4%
|
|
|
218
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$32.2M
|
+$12.7M
|
+37,652
|
+71%
|
|
|
219
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$31.8M
|
-$11.9M
|
-35,346
|
-28%
|
|
|
220
|
Segment Wealth Management
Houston,
Texas
|
$31.5M
|
+$747K
|
+2,221
|
+3%
|
|
|
221
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$31.3M
|
+$2.21M
|
+6,568
|
+8%
|
|
|
222
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$30.9M
|
-$554K
|
-1,647
|
-2%
|
|
|
223
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$30.7M
|
+$161K
|
+478
|
+0.6%
|
|
|
224
|
Burleson & Co
Petaluma,
California
|
$30.4M
|
-$1.77M
|
-5,255
|
-6%
|
|
|
225
|
SlateStone Wealth
Jupiter,
Florida
|
$29.8M
|
-$67.3K
|
-200
|
-0.2%
|
|
