|
126
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.65M
|
+$2.73M
|
+69,581
|
New
|
|
|
127
|
Advisory Alpha
Holland,
Michigan
|
$2.6M
|
-$223K
|
-5,669
|
-8%
|
|
|
128
|
Evercore Wealth Management
New York
|
$2.55M
|
+$110K
|
+2,813
|
+4%
|
|
|
129
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$2.54M
|
+$50K
|
+1,275
|
+2%
|
|
|
130
|
Mission Creek Capital Partners
San Francisco,
California
|
$2.54M
|
-$120K
|
-3,049
|
-4%
|
|
|
131
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.53M
|
+$9.34K
|
+238
|
+0.4%
|
|
|
132
|
Atria Wealth Solutions
New York
|
$2.51M
|
+$2.28M
|
+58,043
|
+749%
|
|
|
133
|
Lodestar Private Asset Management
Alamo,
California
|
$2.42M
|
+$70.8K
|
+1,803
|
+3%
|
|
|
134
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.42M
|
-$78.5K
|
-2,000
|
-3%
|
|
|
135
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$2.4M
|
+$415K
|
+10,575
|
+20%
|
|
|
136
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.22M
|
+$1.8M
|
+45,900
|
+369%
|
|
|
137
|
|
$2.2M
|
+$424K
|
+10,808
|
+23%
|
|
|
138
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$2.15M
|
-$423K
|
-10,770
|
-16%
|
|
|
139
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2.15M
|
+$69.7K
|
+1,775
|
+3%
|
|
|
140
|
GeoWealth Management
Chicago,
Illinois
|
$2.11M
|
+$178K
|
+4,524
|
+9%
|
|
|
141
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.03M
|
+$59.1K
|
+1,506
|
+3%
|
|
|
142
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.03M
|
+$59.1K
|
+1,506
|
+3%
|
|
|
143
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2M
|
+$2.07M
|
+52,625
|
New
|
|
|
144
|
Cambridge Associates
Boston,
Massachusetts
|
$1.96M
|
–
|
–
|
–
|
|
|
145
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.93M
|
-$372K
|
-9,484
|
-16%
|
|
|
146
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1.87M
|
+$142K
|
+3,615
|
+8%
|
|
|
147
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.84M
|
+$1.28M
|
+32,672
|
+208%
|
|
|
148
|
Franklin Resources
San Mateo,
California
|
$1.82M
|
–
|
–
|
–
|
|
|
149
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.8M
|
+$416K
|
+10,608
|
+29%
|
|
|
150
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.79M
|
-$78.5K
|
-1,999
|
-4%
|
|
