|
126
|
Hohimer Wealth Management
Seattle,
Washington
|
$2.12M
|
-$1.86M
|
-39,932
|
-43%
|
|
|
127
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.07M
|
-$292K
|
-6,243
|
-11%
|
|
|
128
|
|
$2.01M
|
–
|
–
|
–
|
|
|
129
|
Lodestar Private Asset Management
Alamo,
California
|
$1.87M
|
-$284K
|
-6,089
|
-12%
|
|
|
130
|
Belpointe Asset Management
Reno,
Nevada
|
$1.86M
|
+$260K
|
+5,565
|
+14%
|
|
|
131
|
Simplicity Wealth
Summit,
New Jersey
|
$1.84M
|
+$647K
|
+13,864
|
+44%
|
|
|
132
|
Harfst & Associates
Sheridan,
Wyoming
|
$1.83M
|
+$69.8K
|
+1,495
|
+3%
|
|
|
133
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.83M
|
–
|
–
|
–
|
|
|
134
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$1.72M
|
–
|
–
|
–
|
|
|
135
|
BOS Asset Management
Springfield,
Illinois
|
$1.7M
|
+$96.9K
|
+2,074
|
+5%
|
|
|
136
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.69M
|
-$13.9K
|
-297
|
-0.7%
|
|
|
137
|
St. James Investment Company
Southlake,
Texas
|
$1.67M
|
-$62.3K
|
-1,335
|
-3%
|
|
|
138
|
|
$1.66M
|
-$147K
|
-3,156
|
-7%
|
|
|
139
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$1.64M
|
+$46.7K
|
+1,000
|
+3%
|
|
|
140
|
Wilmar Advisors
Juno Beach,
Florida
|
$1.61M
|
–
|
–
|
–
|
|
|
141
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.6M
|
-$124K
|
-2,663
|
-6%
|
|
|
142
|
PKS Advisory Services
Albany,
New York
|
$1.59M
|
+$1.85M
|
+39,610
|
New
|
|
|
143
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.59M
|
+$272K
|
+5,829
|
+17%
|
|
|
144
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.58M
|
–
|
–
|
–
|
|
|
145
|
Mercer Global Advisors
Denver,
Colorado
|
$1.56M
|
+$341K
|
+7,302
|
+23%
|
|
|
146
|
Shufro Rose & Co
New York
|
$1.52M
|
+$1.08M
|
+23,140
|
+158%
|
|
|
147
|
|
$1.51M
|
+$440K
|
+9,411
|
+35%
|
|
|
148
|
US Bancorp
Minneapolis,
Minnesota
|
$1.49M
|
-$19.6K
|
-419
|
-1%
|
|
|
149
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.45M
|
+$17.6K
|
+376
|
+1%
|
|
|
150
|
Bull Harbor Capital
Bethesda,
Maryland
|
$1.45M
|
+$194K
|
+4,146
|
+13%
|
|
