|
126
|
Theory Financial
Fort Collins,
Colorado
|
$6.92M
|
-$564K
|
-11,078
|
-8%
|
|
|
127
|
|
$6.66M
|
+$6.62M
|
+130,000
|
New
|
|
|
128
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$6.51M
|
+$705K
|
+13,843
|
+12%
|
|
|
129
|
|
$6.5M
|
+$671K
|
+13,180
|
+12%
|
|
|
130
|
HighTower Advisors
Chicago,
Illinois
|
$6.48M
|
+$342K
|
+6,710
|
+6%
|
|
|
131
|
Checchi Capital Advisers
Beverly Hills,
California
|
$6.47M
|
-$314K
|
-6,165
|
-5%
|
|
|
132
|
Atria Wealth Solutions
New York
|
$6.26M
|
+$490K
|
+9,629
|
+9%
|
|
|
133
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$6.23M
|
-$239K
|
-4,696
|
-4%
|
|
|
134
|
Private Advisor Group
Morristown,
New Jersey
|
$6.21M
|
-$658K
|
-12,915
|
-10%
|
|
|
135
|
Summit Wealth Group
White River Junction,
Vermont
|
$6.17M
|
+$6.13M
|
+120,375
|
New
|
|
|
136
|
Becker Capital Management
Portland,
Oregon
|
$5.92M
|
+$159K
|
+3,117
|
+3%
|
|
|
137
|
James Investment Research
Alpha,
Ohio
|
$5.9M
|
-$146K
|
-2,875
|
-2%
|
|
|
138
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$5.88M
|
+$248K
|
+4,866
|
+4%
|
|
|
139
|
Brown Financial Advisors
Milford,
Ohio
|
$5.67M
|
+$5.64M
|
+110,684
|
New
|
|
|
140
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$5.62M
|
+$1.24M
|
+24,357
|
+29%
|
|
|
141
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.54M
|
+$391K
|
+7,680
|
+8%
|
|
|
142
|
Manhattan West Asset Management
Los Angeles,
California
|
$5.54M
|
-$1.16M
|
-22,831
|
-17%
|
|
|
143
|
Blue Fin Capital
Warren,
Rhode Island
|
$5.43M
|
+$888K
|
+17,438
|
+20%
|
|
|
144
|
Destination Wealth Management
Walnut Creek,
California
|
$5.38M
|
+$133K
|
+2,614
|
+3%
|
|
|
145
|
Fisher Asset Management
Camas,
Washington
|
$5.25M
|
+$498K
|
+9,783
|
+11%
|
|
|
146
|
JB Capital
Wethersfield,
Connecticut
|
$5.17M
|
+$1.09M
|
+21,484
|
+27%
|
|
|
147
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$5.14M
|
+$389K
|
+7,635
|
+8%
|
|
|
148
|
Israel Discount Bank of New York
New York
|
$5.07M
|
-$2.14M
|
-42,125
|
-30%
|
|
|
149
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$5.04M
|
+$6.16K
|
+121
|
+0.1%
|
|
|
150
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$4.99M
|
–
|
–
|
–
|
|
