|
151
|
SteelPeak Wealth
Woodland Hills,
California
|
$5.8M
|
+$5.56M
|
+48,523
|
New
|
|
|
152
|
Northside Capital Management
Hood River,
Oregon
|
$5.76M
|
–
|
–
|
–
|
|
|
153
|
LexAurum Advisors
Overland Park,
Kansas
|
$5.72M
|
+$207K
|
+1,809
|
+4%
|
|
|
154
|
Madrona Financial Services
Everett,
Washington
|
$5.57M
|
-$108K
|
-945
|
-2%
|
|
|
155
|
Creative Planning
Overland Park,
Kansas
|
$5.53M
|
+$879K
|
+7,673
|
+20%
|
|
|
156
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$5.51M
|
+$303K
|
+2,645
|
+6%
|
|
|
157
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.49M
|
-$49.8K
|
-435
|
-0.9%
|
|
|
158
|
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
|
$5.49M
|
+$725K
|
+6,326
|
+16%
|
|
|
159
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$5.48M
|
-$3.08M
|
-26,886
|
-37%
|
|
|
160
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$5.45M
|
–
|
–
|
–
|
|
|
161
|
Mercer Global Advisors
Denver,
Colorado
|
$5.4M
|
+$51K
|
+445
|
+1%
|
|
|
162
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$5.37M
|
+$5.14M
|
+44,887
|
New
|
|
|
163
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$5.37M
|
+$5.14M
|
+44,887
|
New
|
|
|
164
|
Frank Rimerman Advisors
Palo Alto,
California
|
$5.29M
|
-$21.8K
|
-190
|
-0.4%
|
|
|
165
|
Atria Investments
Charlotte,
North Carolina
|
$5.22M
|
-$242K
|
-2,110
|
-5%
|
|
|
166
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$5.13M
|
-$199K
|
-1,733
|
-4%
|
|
|
167
|
PineBridge Investments
New York
|
$5.06M
|
–
|
–
|
–
|
|
|
168
|
Atwater Malick
Lancaster,
Pennsylvania
|
$5.03M
|
-$26.6K
|
-232
|
-0.5%
|
|
|
169
|
Lazard Asset Management
New York
|
$4.96M
|
-$9.25M
|
-80,687
|
-66%
|
|
|
170
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$4.95M
|
+$149K
|
+1,300
|
+3%
|
|
|
171
|
Capital World Investors
Los Angeles,
California
|
$4.89M
|
+$1.97M
|
+17,165
|
+72%
|
|
|
172
|
Lee Financial
Dallas,
Texas
|
$4.86M
|
+$48K
|
+419
|
+1%
|
|
|
173
|
PAX Financial Group
San Antonio,
Texas
|
$4.79M
|
-$167K
|
-1,454
|
-4%
|
|
|
174
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$4.74M
|
-$26.9K
|
-235
|
-0.6%
|
|
|
175
|
Sand Hill Global Advisors
Palo Alto,
California
|
$4.73M
|
-$35.8K
|
-312
|
-0.8%
|
|
