|
151
|
Rockefeller Capital Management
New York
|
$5.5M
|
+$2.1M
|
+33,678
|
+56%
|
|
|
152
|
Red Lighthouse Investment Management
New York
|
$5.43M
|
+$6.72K
|
+108
|
+0.1%
|
|
|
153
|
Dopkins Wealth Management
Williamsville,
New York
|
$5.36M
|
+$2.71M
|
+43,471
|
+91%
|
|
|
154
|
Cypress Point Wealth Management
Dallas,
Texas
|
$5.35M
|
-$33K
|
-530
|
-0.6%
|
|
|
155
|
Echo Wealth Management
Plymouth,
Minnesota
|
$5.35M
|
+$101K
|
+1,629
|
+2%
|
|
|
156
|
Haven Private
Orlando,
Florida
|
$5.32M
|
+$5.64M
|
+90,556
|
New
|
|
|
157
|
Collective Family Office
York,
Pennsylvania
|
$5.3M
|
+$6.97K
|
+112
|
+0.1%
|
|
|
158
|
McLean Asset Management
Tysons,
Virginia
|
$5.29M
|
+$584K
|
+9,382
|
+12%
|
|
|
159
|
Financial Futures
Brielle,
New Jersey
|
$5.25M
|
-$52.1K
|
-837
|
-0.9%
|
|
|
160
|
Tidemark
San Diego,
California
|
$5.21M
|
+$701K
|
+11,258
|
+15%
|
|
|
161
|
Sylvest Advisors
Dallas,
Texas
|
$5.21M
|
+$5.51M
|
+88,545
|
New
|
|
|
162
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5.17M
|
-$701K
|
-11,266
|
-11%
|
|
|
163
|
AWM Capital
Phoenix,
Arizona
|
$5.16M
|
-$139K
|
-2,232
|
-2%
|
|
|
164
|
Bank of New York Mellon
New York
|
$4.97M
|
+$1.36M
|
+21,865
|
+35%
|
|
|
165
|
BetterWealth
San Jose,
California
|
$4.95M
|
+$5.24M
|
+84,123
|
New
|
|
|
166
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$4.87M
|
+$287K
|
+4,608
|
+6%
|
|
|
167
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$4.85M
|
-$444K
|
-7,136
|
-8%
|
|
|
168
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$4.84M
|
+$380K
|
+6,105
|
+8%
|
|
|
169
|
Farther Finance Advisors
San Francisco,
California
|
$4.81M
|
+$766K
|
+12,304
|
+18%
|
|
|
170
|
Carlson Capital Management
Northfield,
Minnesota
|
$4.77M
|
+$1.27M
|
+20,477
|
+34%
|
|
|
171
|
ABLE Financial Group
Scottsdale,
Arizona
|
$4.76M
|
+$5.04M
|
+80,959
|
New
|
|
|
172
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$4.69M
|
+$151K
|
+2,419
|
+3%
|
|
|
173
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.64M
|
+$3.97M
|
+63,729
|
+422%
|
|
|
174
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$4.41M
|
+$99.9K
|
+1,605
|
+2%
|
|
|
175
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4.22M
|
+$487K
|
+7,827
|
+12%
|
|
