|
201
|
Clearstead Advisors
Cleveland,
Ohio
|
$35.3M
|
+$439K
|
+1,192
|
+1%
|
|
|
202
|
Regions Financial Corp
Birmingham,
Alabama
|
$34.6M
|
+$50.5K
|
+137
|
+0.1%
|
|
|
203
|
Tanglewood Wealth Management
Houston,
Texas
|
$34.5M
|
+$6.44M
|
+17,477
|
+22%
|
|
|
204
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34.2M
|
+$9.39M
|
+25,488
|
+36%
|
|
|
205
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$34.1M
|
+$2.5M
|
+6,779
|
+8%
|
|
|
206
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$34M
|
-$586K
|
-1,592
|
-2%
|
|
|
207
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$33.9M
|
-$29.5M
|
-80,039
|
-46%
|
|
|
208
|
Broadmark Asset Management
San Francisco,
California
|
$33.8M
|
–
|
–
|
–
|
|
|
209
|
D.A. Davidson & Co
Great Falls,
Montana
|
$33.8M
|
+$949K
|
+2,578
|
+3%
|
|
|
210
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$33.6M
|
+$31.3M
|
+85,123
|
New
|
|
|
211
|
Stephens Inc
Little Rock,
Arkansas
|
$33.4M
|
+$494K
|
+1,342
|
+1%
|
|
|
212
|
Scotia Capital
Toronto,
Ontario, Canada
|
$33.3M
|
-$1.5M
|
-4,068
|
-4%
|
|
|
213
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$33.2M
|
-$6.77M
|
-18,391
|
-17%
|
|
|
214
|
Fifth Third Securities
Cincinnati,
Ohio
|
$33.1M
|
+$34M
|
+92,448
|
New
|
|
|
215
|
Oppenheimer & Co
New York
|
$32.8M
|
-$4.33M
|
-11,756
|
-11%
|
|
|
216
|
Murphy Capital Management
Bedminster,
New Jersey
|
$32.7M
|
-$782K
|
-2,124
|
-2%
|
|
|
217
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$32.2M
|
+$2.5M
|
+6,797
|
+8%
|
|
|
218
|
Segment Wealth Management
Houston,
Texas
|
$32.1M
|
+$216K
|
+586
|
+0.7%
|
|
|
219
|
Pacific Center for Financial Services
San Ramon,
California
|
$32M
|
-$966K
|
-2,622
|
-3%
|
|
|
220
|
O'Donnell Financial Services
San Rafael,
California
|
$31.9M
|
+$32.8M
|
+89,078
|
New
|
|
|
221
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$31.5M
|
+$299K
|
+812
|
+0.9%
|
|
|
222
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$31.3M
|
+$327K
|
+889
|
+1%
|
|
|
223
|
Evolution Wealth Advisors
Aventura,
Florida
|
$30.9M
|
+$1.92M
|
+5,200
|
+6%
|
|
|
224
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$30.8M
|
+$3.74M
|
+10,167
|
+13%
|
|
|
225
|
Belpointe Asset Management
Reno,
Nevada
|
$30.6M
|
+$8.35M
|
+22,663
|
+32%
|
|
