|
126
|
LWM Advisory Services
Plantation,
Florida
|
$13.5M
|
-$322K
|
-3,914
|
-2%
|
|
|
127
|
Avid Wealth Partners
San Antonio,
Texas
|
$13.3M
|
-$799K
|
-9,722
|
-6%
|
|
|
128
|
R.W. Roge & Company
Bohemia,
New York
|
$12.4M
|
-$34.5K
|
-420
|
-0.3%
|
|
|
129
|
Brindle & Bay Financial Advisors
Frisco,
Texas
|
$12.3M
|
+$11.9M
|
+144,578
|
New
|
|
|
130
|
Austin Private Wealth
Austin,
Texas
|
$12.2M
|
-$1.04M
|
-12,683
|
-8%
|
|
|
131
|
Park Avenue Securities
New York
|
$12.1M
|
+$3M
|
+36,549
|
+35%
|
|
|
132
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$11.9M
|
+$11.4M
|
+139,117
|
New
|
|
|
133
|
LAM Group
Lake Oswego,
Oregon
|
$11.9M
|
+$402K
|
+4,890
|
+4%
|
|
|
134
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$11.4M
|
-$126K
|
-1,531
|
-1%
|
|
|
135
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$11.3M
|
-$264K
|
-3,213
|
-2%
|
|
|
136
|
AQR Capital Management
Greenwich,
Connecticut
|
$11.3M
|
+$5.45M
|
+66,314
|
+100%
|
|
|
137
|
Truist Financial
Charlotte,
North Carolina
|
$11.3M
|
-$1.78M
|
-21,664
|
-14%
|
|
|
138
|
Plum Street Advisors
New Orleans,
Louisiana
|
$11.3M
|
-$798K
|
-9,713
|
-7%
|
|
|
139
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$11.2M
|
-$168K
|
-2,047
|
-2%
|
|
|
140
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$11M
|
-$159K
|
-1,931
|
-1%
|
|
|
141
|
KWB Wealth
Redlands,
California
|
$10.9M
|
+$3.56M
|
+43,349
|
+52%
|
|
|
142
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$10.8M
|
+$10.1M
|
+122,483
|
+3,362%
|
|
|
143
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$10.7M
|
+$1.04M
|
+12,696
|
+11%
|
|
|
144
|
|
$10.7M
|
+$553K
|
+6,727
|
+6%
|
|
|
145
|
Tidemark
San Diego,
California
|
$10.3M
|
+$2.06M
|
+25,053
|
+26%
|
|
|
146
|
Chatham Capital Group
Savannah,
Georgia
|
$10.2M
|
-$78.9K
|
-960
|
-0.8%
|
|
|
147
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$9.89M
|
+$102K
|
+1,241
|
+1%
|
|
|
148
|
Napier Financial
Braintree,
Massachusetts
|
$9.86M
|
+$9.5M
|
+115,535
|
New
|
|
|
149
|
Hudson Capital Management
Ramsey,
New Jersey
|
$9.79M
|
-$577K
|
-7,019
|
-6%
|
|
|
150
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$9.66M
|
+$1.21M
|
+14,734
|
+15%
|
|
