|
126
|
Cary Street Partners
Richmond,
Virginia
|
$795K
|
-$18.9K
|
-848
|
-2%
|
|
|
127
|
Keeler Thomas Management
Orem,
Utah
|
$792K
|
+$787K
|
+35,321
|
New
|
|
|
128
|
Kestra Advisory Services
Austin,
Texas
|
$788K
|
+$11.7K
|
+526
|
+2%
|
|
|
129
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$784K
|
+$95.4K
|
+4,283
|
+14%
|
|
|
130
|
Barrett & Company
Providence,
Rhode Island
|
$754K
|
+$102K
|
+4,600
|
+16%
|
|
|
131
|
Coldstream Capital Management
Bellevue,
Washington
|
$732K
|
+$359K
|
+16,112
|
+97%
|
|
|
132
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$714K
|
+$709K
|
+31,845
|
New
|
|
|
133
|
AllSquare Wealth Management
Albany,
New York
|
$711K
|
+$23.9K
|
+1,075
|
+4%
|
|
|
134
|
Essential Planning
Portsmouth,
New Hampshire
|
$710K
|
-$18.6M
|
-836,086
|
-96%
|
|
|
135
|
CIBC World Market
Toronto,
Ontario, Canada
|
$704K
|
–
|
–
|
–
|
|
|
136
|
Kestra Investment Management
Austin,
Texas
|
$693K
|
+$530K
|
+23,801
|
+336%
|
|
|
137
|
Equitable Holdings
New York
|
$685K
|
+$113K
|
+5,086
|
+20%
|
|
|
138
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$669K
|
+$255K
|
+11,452
|
+62%
|
|
|
139
|
Summit Wealth Partners
Orlando,
Florida
|
$655K
|
–
|
–
|
–
|
|
|
140
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$651K
|
-$3.05K
|
-137
|
-0.5%
|
|
|
141
|
Modera Wealth Management
Westwood,
New Jersey
|
$631K
|
+$79.7K
|
+3,579
|
+15%
|
|
|
142
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$610K
|
+$180K
|
+8,087
|
+42%
|
|
|
143
|
Duncker Streett & Co
St. Louis,
Missouri
|
$596K
|
–
|
–
|
–
|
|
|
144
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$593K
|
+$487K
|
+21,851
|
+476%
|
|
|
145
|
RFP Financial Group
Atlanta,
Georgia
|
$591K
|
+$587K
|
+26,347
|
New
|
|
|
146
|
Beacon Pointe Advisors
Newport Beach,
California
|
$576K
|
+$191K
|
+8,581
|
+50%
|
|
|
147
|
Safeguard Financial
Minocqua,
Wisconsin
|
$565K
|
-$14.7K
|
-662
|
-3%
|
|
|
148
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$539K
|
+$50.1K
|
+2,250
|
+10%
|
|
|
149
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$535K
|
+$103K
|
+4,633
|
+24%
|
|
|
150
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$524K
|
+$4.94K
|
+222
|
+1%
|
|
