|
126
|
Atria Wealth Solutions
New York
|
$6.4M
|
+$593K
|
+4,288
|
+9%
|
|
|
127
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$6.37M
|
–
|
–
|
–
|
|
|
128
|
TD Private Client Wealth
New York
|
$6.3M
|
+$1.3M
|
+9,424
|
+23%
|
|
|
129
|
Perigon Wealth Management
San Francisco,
California
|
$6.29M
|
-$1.46M
|
-10,567
|
-18%
|
|
|
130
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.37M
|
+$135K
|
+978
|
+2%
|
|
|
131
|
Investment Advisory Services
The Woodlands,
Texas
|
$5.24M
|
+$284K
|
+2,053
|
+5%
|
|
|
132
|
Foundry Financial Group
Laconia,
New Hampshire
|
$5.23M
|
+$105K
|
+760
|
+2%
|
|
|
133
|
Lido Advisors
Los Angeles,
California
|
$5.11M
|
-$134K
|
-970
|
-2%
|
|
|
134
|
Transatlantique Private Wealth
New York
|
$5.02M
|
-$18.7K
|
-135
|
-0.3%
|
|
|
135
|
Coldstream Capital Management
Bellevue,
Washington
|
$5M
|
-$404K
|
-2,923
|
-7%
|
|
|
136
|
1900 Wealth Management
San Antonio,
Texas
|
$4.99M
|
-$38.3K
|
-277
|
-0.7%
|
|
|
137
|
Westwood Holdings Group
Dallas,
Texas
|
$4.98M
|
-$533K
|
-3,857
|
-9%
|
|
|
138
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$4.94M
|
-$102K
|
-738
|
-2%
|
|
|
139
|
Able Wealth Management
Toms River,
New Jersey
|
$4.92M
|
-$14.9K
|
-108
|
-0.3%
|
|
|
140
|
RFG Advisory
Birmingham,
Alabama
|
$4.9M
|
-$82.8K
|
-599
|
-2%
|
|
|
141
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.86M
|
+$52.7K
|
+381
|
+1%
|
|
|
142
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$4.78M
|
-$33.5K
|
-242
|
-0.6%
|
|
|
143
|
Columbus Macro
New Castle,
Pennsylvania
|
$4.74M
|
+$74.9K
|
+542
|
+1%
|
|
|
144
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.58M
|
-$48.7K
|
-352
|
-1%
|
|
|
145
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$4.53M
|
+$649K
|
+4,695
|
+15%
|
|
|
146
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$4.42M
|
+$1.49M
|
+10,800
|
+45%
|
|
|
147
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.4M
|
+$201K
|
+1,456
|
+4%
|
|
|
148
|
Parsons Capital Management
Providence,
Rhode Island
|
$4.39M
|
+$334K
|
+2,412
|
+8%
|
|
|
149
|
Vident Advisory
Alpharetta,
Georgia
|
$4.33M
|
+$325K
|
+2,351
|
+7%
|
|
|
150
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$4.32M
|
+$192K
|
+1,392
|
+4%
|
|
