|
126
|
Bridgewater Advisors
New York
|
$13.6M
|
+$16.4K
|
+335
|
+0.1%
|
|
|
127
|
Altiora Financial Group
Lebanon,
Ohio
|
$13.5M
|
+$33.9K
|
+691
|
+0.2%
|
|
|
128
|
New Dimensions Wealth Management
Allen,
Texas
|
$13.4M
|
-$74K
|
-1,509
|
-0.5%
|
|
|
129
|
Addison Advisors
Middlebury,
Vermont
|
$13.3M
|
-$68.8K
|
-1,402
|
-0.5%
|
|
|
130
|
Frankly Finances
Winter Park,
Florida
|
$13M
|
+$118K
|
+2,410
|
+0.9%
|
|
|
131
|
Wells Fargo
San Francisco,
California
|
$12.7M
|
+$771K
|
+15,715
|
+6%
|
|
|
132
|
Andrews Lucia Wealth Management
Danville,
California
|
$12.6M
|
+$63.7K
|
+1,298
|
+0.5%
|
|
|
133
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$12.5M
|
-$122K
|
-2,479
|
-1%
|
|
|
134
|
Kestra Advisory Services
Austin,
Texas
|
$12.5M
|
+$1.21M
|
+24,605
|
+11%
|
|
|
135
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$12.1M
|
+$221K
|
+4,511
|
+2%
|
|
|
136
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11.8M
|
+$10.6M
|
+215,925
|
+783%
|
|
|
137
|
EP Wealth Advisors
Torrance,
California
|
$11.7M
|
-$916K
|
-18,682
|
-7%
|
|
|
138
|
Burk Holdings
Tulsa,
Oklahoma
|
$11M
|
+$499K
|
+10,182
|
+5%
|
|
|
139
|
Investmark Advisory Group
Shelton,
Connecticut
|
$11M
|
-$364K
|
-7,416
|
-3%
|
|
|
140
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$10.7M
|
-$385K
|
-7,849
|
-3%
|
|
|
141
|
JDH Wealth Management
Santa Rosa,
California
|
$10.6M
|
-$255K
|
-5,196
|
-2%
|
|
|
142
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$10.3M
|
-$59.7K
|
-1,217
|
-0.6%
|
|
|
143
|
Atomi Financial Group
New York
|
$10.1M
|
+$1.12M
|
+22,815
|
+12%
|
|
|
144
|
Tobias Financial Advisors
Plantation,
Florida
|
$9.95M
|
-$218K
|
-4,440
|
-2%
|
|
|
145
|
Versant Capital Management
Phoenix,
Arizona
|
$9.93M
|
+$2.16K
|
+44
|
+0%
|
|
|
146
|
Jones Financial Companies
Des Peres,
Missouri
|
$9.81M
|
+$384K
|
+7,835
|
+4%
|
|
|
147
|
RF&L Wealth Management
Acton,
Massachusetts
|
$9.74M
|
-$173K
|
-3,529
|
-2%
|
|
|
148
|
Greenspring Advisors
Towson,
Maryland
|
$9.69M
|
-$191K
|
-3,890
|
-2%
|
|
|
149
|
MAI Capital Management
Independence,
Ohio
|
$9.44M
|
-$94K
|
-1,916
|
-1%
|
|
|
150
|
Peirce Capital Management
The Woodlands,
Texas
|
$9.43M
|
-$109K
|
-2,214
|
-1%
|
|
