|
476
|
Tidal Investments
Milwaukee,
Wisconsin
|
$26.4M
|
+$25.2M
|
+54,996
|
New
|
|
|
477
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$26.4M
|
-$7.39M
|
-16,142
|
-23%
|
|
|
478
|
EP Wealth Advisors
Torrance,
California
|
$26.4M
|
+$498K
|
+1,088
|
+2%
|
|
|
479
|
Alta Advisers
London,
United Kingdom
|
$26.4M
|
-$1.32M
|
-2,888
|
-5%
|
|
|
480
|
Evercore Wealth Management
New York
|
$26.4M
|
-$127K
|
-278
|
-0.5%
|
|
|
481
|
Franklin Resources
San Mateo,
California
|
$26.3M
|
+$1.87M
|
+4,093
|
+8%
|
|
|
482
|
Bear Mountain Capital
Seattle,
Washington
|
$26.3M
|
-$2.26M
|
-4,947
|
-8%
|
|
|
483
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$26.3M
|
-$10.5M
|
-22,900
|
-27%
|
|
|
484
|
RWA Wealth Partners
Newton,
Massachusetts
|
$26.3M
|
+$10.6M
|
+23,073
|
+73%
|
|
|
485
|
Univest Financial
Souderton,
Pennsylvania
|
$26.2M
|
-$265K
|
-580
|
-1%
|
|
|
486
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$26M
|
+$3.31M
|
+7,242
|
+15%
|
|
|
487
|
Conning Inc
Hartford,
Connecticut
|
$26M
|
-$242K
|
-528
|
-1%
|
|
|
488
|
Empowered Funds
Havertown,
Pennsylvania
|
$26M
|
+$10.5M
|
+22,991
|
+74%
|
|
|
489
|
PFG Advisors
Phoenix,
Arizona
|
$25.9M
|
+$12M
|
+26,223
|
+95%
|
|
|
490
|
Steward Partners Investment Solutions
Portland,
Oregon
|
$25.8M
|
+$2.5M
|
+5,459
|
+11%
|
|
|
491
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$25.7M
|
+$16.1M
|
+35,238
|
+162%
|
|
|
492
|
Clifford Group
Wayland,
Massachusetts
|
$25.6M
|
+$2M
|
+4,370
|
+9%
|
|
|
493
|
MGO Private Wealth
Irvine,
California
|
$25.4M
|
+$2.33M
|
+5,098
|
+11%
|
|
|
494
|
Principal Financial Group
Des Moines,
Iowa
|
$25.4M
|
+$313K
|
+684
|
+1%
|
|
|
495
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$25.2M
|
+$976K
|
+2,133
|
+4%
|
|
|
496
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$25.2M
|
+$248K
|
+542
|
+1%
|
|
|
497
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$25.2M
|
+$697K
|
+1,522
|
+3%
|
|
|
498
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$25.2M
|
+$3.82M
|
+8,355
|
+19%
|
|
|
499
|
SOA Wealth Advisors
New York
|
$25.1M
|
+$238K
|
+521
|
+1%
|
|
|
500
|
GenWealth Group
Maplewood,
New Jersey
|
$25M
|
-$1.15M
|
-2,518
|
-5%
|
|
