|
126
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$14.7M
|
-$417K
|
-7,545
|
-3%
|
|
|
127
|
Kelly Financial Services
Braintree,
Massachusetts
|
$14.5M
|
+$6.9M
|
+124,999
|
+99%
|
|
|
128
|
Accredited Investors
Edina,
Minnesota
|
$14.4M
|
-$435K
|
-7,869
|
-3%
|
|
|
129
|
Corient Private Wealth
Miami,
Florida
|
$14.3M
|
-$804K
|
-14,562
|
-6%
|
|
|
130
|
Keeler Thomas Management
Orem,
Utah
|
$14.2M
|
+$305K
|
+5,516
|
+2%
|
|
|
131
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$14.2M
|
+$1.19M
|
+21,476
|
+9%
|
|
|
132
|
SCS Capital Management
Boston,
Massachusetts
|
$14M
|
-$1.98M
|
-35,776
|
-13%
|
|
|
133
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$13.8M
|
+$6.13M
|
+111,040
|
+84%
|
|
|
134
|
Summit Trail Advisors
New York
|
$13.7M
|
–
|
–
|
–
|
|
|
135
|
Perigon Wealth Management
San Francisco,
California
|
$13.5M
|
+$6.74M
|
+122,067
|
+109%
|
|
|
136
|
Kestra Private Wealth Services
Austin,
Texas
|
$13.3M
|
+$3.01M
|
+54,431
|
+31%
|
|
|
137
|
Stonebrook Private
Northville,
Michigan
|
$13.3M
|
+$269K
|
+4,876
|
+2%
|
|
|
138
|
IHT Wealth Management
Chicago,
Illinois
|
$13.1M
|
+$10.9M
|
+197,777
|
+650%
|
|
|
139
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$13.1M
|
+$2.65M
|
+48,072
|
+27%
|
|
|
140
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$12.9M
|
+$194K
|
+3,520
|
+2%
|
|
|
141
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
$12.9M
|
+$6.66M
|
+120,628
|
+105%
|
|
|
142
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$12.6M
|
+$5.08M
|
+91,921
|
+64%
|
|
|
143
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$12.6M
|
+$407K
|
+7,363
|
+3%
|
|
|
144
|
Financial Life Advisors
San Antonio,
Texas
|
$12.5M
|
+$333K
|
+6,032
|
+3%
|
|
|
145
|
PAX Financial Group
San Antonio,
Texas
|
$12.4M
|
+$7.39M
|
+133,826
|
+164%
|
|
|
146
|
One Advisory Partners
Overland Park,
Kansas
|
$12.3M
|
+$7.51M
|
+136,068
|
+174%
|
|
|
147
|
Maia Wealth
Denver,
Colorado
|
$12.3M
|
+$4.02M
|
+72,886
|
+49%
|
|
|
148
|
Steward Partners Investment Advisory
New York
|
$12.2M
|
+$5.16M
|
+93,375
|
+78%
|
|
|
149
|
Symmetry Partners
Glastonbury,
Connecticut
|
$12.2M
|
-$49M
|
-887,247
|
-81%
|
|
|
150
|
Rockefeller Capital Management
New York
|
$11.9M
|
-$17.8M
|
-321,880
|
-61%
|
|
