|
151
|
Abacus Wealth Partners
Santa Monica,
California
|
$6.37M
|
-$163K
|
-5,776
|
-3%
|
|
|
152
|
1900 Wealth Management
San Antonio,
Texas
|
$6.1M
|
+$4.84M
|
+171,363
|
+438%
|
|
|
153
|
American Portfolios Advisors
Holbrook,
New York
|
$6.09M
|
+$438K
|
+15,516
|
+8%
|
|
|
154
|
Southport Capital Management
Chattanooga,
Tennessee
|
$5.99M
|
+$1.1M
|
+39,059
|
+23%
|
|
|
155
|
WJ Wealth Management
Glendale,
Arizona
|
$5.9M
|
+$360K
|
+12,744
|
+7%
|
|
|
156
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$5.77M
|
-$835K
|
-29,574
|
-13%
|
|
|
157
|
Running Point Capital Advisors
El Segundo,
California
|
$5.58M
|
–
|
–
|
–
|
|
|
158
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$5.55M
|
-$122K
|
-4,324
|
-2%
|
|
|
159
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.4M
|
+$85
|
+3
|
+0%
|
|
|
160
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$5.35M
|
+$5.21M
|
+184,734
|
New
|
|
|
161
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.31M
|
+$299K
|
+10,611
|
+6%
|
|
|
162
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$5.28M
|
+$715K
|
+25,336
|
+16%
|
|
|
163
|
Sutton Place Investors
Katonah,
New York
|
$5.21M
|
+$5.08M
|
+180,004
|
New
|
|
|
164
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.93M
|
+$57.6K
|
+2,042
|
+1%
|
|
|
165
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$4.91M
|
+$4.78M
|
+169,385
|
New
|
|
|
166
|
Physician Wealth Advisors
Midvale,
Utah
|
$4.91M
|
-$262K
|
-9,282
|
-5%
|
|
|
167
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$4.79M
|
-$390K
|
-13,814
|
-8%
|
|
|
168
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$4.51M
|
+$294K
|
+10,414
|
+7%
|
|
|
169
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$4.37M
|
+$4.26M
|
+150,863
|
New
|
|
|
170
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$4.31M
|
-$226
|
-8
|
-0%
|
|
|
171
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$4.28M
|
+$4.17M
|
+147,766
|
New
|
|
|
172
|
Rockefeller Capital Management
New York
|
$4.24M
|
+$1.43M
|
+50,697
|
+53%
|
|
|
173
|
Old Mission Capital
Chicago,
Illinois
|
$4.07M
|
+$3.97M
|
+140,527
|
New
|
|
|
174
|
Glassman Wealth Services
Vienna,
Virginia
|
$3.85M
|
–
|
–
|
–
|
|
|
175
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$3.75M
|
-$18.8K
|
-667
|
-0.5%
|
|
