|
126
|
Boltwood Capital Management
Walnut Creek,
California
|
$11.3M
|
-$205K
|
-1,761
|
-2%
|
|
|
127
|
Rinkey Investments
San Diego,
California
|
$11.2M
|
+$4.89K
|
+42
|
+0%
|
|
|
128
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$11.1M
|
+$10.9M
|
+93,907
|
New
|
|
|
129
|
Private Advisor Group
Morristown,
New Jersey
|
$11.1M
|
-$2.81M
|
-24,140
|
-20%
|
|
|
130
|
Courier Capital
Buffalo,
New York
|
$10.6M
|
+$6.27M
|
+53,853
|
+151%
|
|
|
131
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$10.6M
|
-$219K
|
-1,877
|
-2%
|
|
|
132
|
&Partners
Nashville,
Tennessee
|
$10.5M
|
+$824K
|
+7,080
|
+9%
|
|
|
133
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$10.3M
|
+$10.2M
|
+87,500
|
New
|
|
|
134
|
Wealthcare Capital Management
Richmond,
Virginia
|
$10.2M
|
-$41.7K
|
-358
|
-0.4%
|
|
|
135
|
Reyes Financial Architecture
San Diego,
California
|
$10.1M
|
+$9.93M
|
+85,238
|
New
|
|
|
136
|
|
$9.61M
|
+$4.23M
|
+36,309
|
+81%
|
|
|
137
|
Avantax Advisory Services
Dallas,
Texas
|
$9.6M
|
+$106K
|
+914
|
+1%
|
|
|
138
|
Paulson Wealth Management
Wheaton,
Illinois
|
$9.47M
|
+$333K
|
+2,860
|
+4%
|
|
|
139
|
MAI Capital Management
Independence,
Ohio
|
$9.47M
|
-$273K
|
-2,347
|
-3%
|
|
|
140
|
Trilogy Capital
Irvine,
California
|
$9.2M
|
-$16M
|
-137,618
|
-64%
|
|
|
141
|
Keel Point
Huntsville,
Alabama
|
$9.17M
|
-$93.9K
|
-806
|
-1%
|
|
|
142
|
Citadel Advisors
Miami,
Florida
|
$9.08M
|
-$7.1M
|
-60,947
|
-44%
|
|
|
143
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$8.98M
|
-$325K
|
-2,788
|
-4%
|
|
|
144
|
CFO4Life Group
Coppell,
Texas
|
$8.94M
|
-$10M
|
-85,859
|
-53%
|
|
|
145
|
Corebridge Financial
Houston,
Texas
|
$8.88M
|
–
|
–
|
–
|
|
|
146
|
Kestra Private Wealth Services
Austin,
Texas
|
$8.81M
|
+$2.44M
|
+20,964
|
+39%
|
|
|
147
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$8.66M
|
+$8.54M
|
+73,337
|
New
|
|
|
148
|
Atria Investments
Charlotte,
North Carolina
|
$8.55M
|
+$1.02M
|
+8,722
|
+14%
|
|
|
149
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.54M
|
-$439K
|
-3,769
|
-5%
|
|
|
150
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.43M
|
+$8.31M
|
+71,368
|
New
|
|
