|
126
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.52M
|
+$143K
|
+2,825
|
+10%
|
|
|
127
|
Mercer Global Advisors
Denver,
Colorado
|
$1.5M
|
-$95.3K
|
-1,884
|
-6%
|
|
|
128
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.36M
|
+$217K
|
+4,289
|
+19%
|
|
|
129
|
Ballew Advisors
Jackson,
Mississippi
|
$1.34M
|
+$56.1K
|
+1,109
|
+4%
|
|
|
130
|
Precedent Wealth Partners
Houston,
Texas
|
$1.3M
|
+$787K
|
+15,557
|
+146%
|
|
|
131
|
Castleview Partners
Dallas,
Texas
|
$1.29M
|
-$985K
|
-19,476
|
-43%
|
|
|
132
|
Citadel Advisors
Miami,
Florida
|
$1.28M
|
+$997K
|
+19,702
|
+318%
|
|
|
133
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.24M
|
+$848K
|
+16,756
|
+203%
|
|
|
134
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.23M
|
+$15.7K
|
+311
|
+1%
|
|
|
135
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.23M
|
-$20.3K
|
-401
|
-2%
|
|
|
136
|
CoreCap Advisors
Southfield,
Michigan
|
$1.21M
|
+$84.2K
|
+1,664
|
+7%
|
|
|
137
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.21M
|
+$486K
|
+9,616
|
+65%
|
|
|
138
|
Perigon Wealth Management
San Francisco,
California
|
$1.19M
|
+$85.2K
|
+1,685
|
+8%
|
|
|
139
|
Powers Advisory Group
Highland,
Illinois
|
$1.15M
|
+$327K
|
+6,464
|
+38%
|
|
|
140
|
Clare Market Investments
Dallas,
Texas
|
$1.15M
|
+$181K
|
+3,575
|
+18%
|
|
|
141
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.15M
|
+$15K
|
+296
|
+1%
|
|
|
142
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.14M
|
-$276K
|
-5,451
|
-19%
|
|
|
143
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.13M
|
+$136K
|
+2,698
|
+13%
|
|
|
144
|
Private Wealth Partners
Mill Valley,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
145
|
KFG Wealth Management
Granger,
Indiana
|
$1.13M
|
+$355K
|
+7,022
|
+45%
|
|
|
146
|
Advisors Preferred
Rockville,
Maryland
|
$1.13M
|
+$451K
|
+8,906
|
+64%
|
|
|
147
|
Lido Advisors
Los Angeles,
California
|
$1.13M
|
-$131K
|
-2,591
|
-10%
|
|
|
148
|
Westside Investment Management
Santa Monica,
California
|
$1.11M
|
+$197K
|
+3,901
|
+21%
|
|
|
149
|
Rainier Family Wealth
Tacoma,
Washington
|
$1.11M
|
+$1.13M
|
+22,331
|
New
|
|
|
150
|
Code Waechter
Tampa,
Florida
|
$1.09M
|
–
|
–
|
–
|
|
