|
126
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$7.86M
|
+$126K
|
+928
|
+2%
|
|
|
127
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$7.64M
|
+$3.39K
|
+25
|
+0%
|
|
|
128
|
Perigon Wealth Management
San Francisco,
California
|
$7.62M
|
+$163K
|
+1,204
|
+2%
|
|
|
129
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$7.54M
|
–
|
–
|
–
|
|
|
130
|
|
$7.52M
|
+$6.78M
|
+49,986
|
New
|
|
|
131
|
Win Advisors
Palm Beach Gardens,
Florida
|
$7.19M
|
+$6.48M
|
+47,824
|
New
|
|
|
132
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$7.16M
|
-$3.23M
|
-23,863
|
-33%
|
|
|
133
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.14M
|
+$1.25M
|
+9,236
|
+24%
|
|
|
134
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$7.05M
|
+$6.35M
|
+46,879
|
New
|
|
|
135
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$7.04M
|
-$1.31M
|
-9,661
|
-17%
|
|
|
136
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$7.01M
|
-$3.18M
|
-23,466
|
-33%
|
|
|
137
|
Charles Schwab
San Francisco,
California
|
$6.78M
|
-$2.12M
|
-15,634
|
-26%
|
|
|
138
|
NewEdge Advisors
New Orleans,
Louisiana
|
$6.63M
|
+$250K
|
+1,842
|
+4%
|
|
|
139
|
Transatlantique Private Wealth
New York
|
$6.32M
|
+$342K
|
+2,520
|
+6%
|
|
|
140
|
Investment Advisory Services
The Woodlands,
Texas
|
$6.27M
|
+$55.4K
|
+409
|
+1%
|
|
|
141
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$6.24M
|
+$792K
|
+5,843
|
+16%
|
|
|
142
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$6.19M
|
+$970K
|
+7,156
|
+21%
|
|
|
143
|
Tradewinds LLC
Raleigh,
North Carolina
|
$6.19M
|
+$5.58M
|
+41,143
|
New
|
|
|
144
|
Foundry Financial Group
Laconia,
New Hampshire
|
$6.17M
|
-$21.8K
|
-161
|
-0.4%
|
|
|
145
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$6.07M
|
+$761K
|
+5,614
|
+16%
|
|
|
146
|
RFG Advisory
Birmingham,
Alabama
|
$5.96M
|
+$151K
|
+1,114
|
+3%
|
|
|
147
|
Able Wealth Management
Toms River,
New Jersey
|
$5.95M
|
+$115K
|
+849
|
+2%
|
|
|
148
|
Westwood Holdings Group
Dallas,
Texas
|
$5.78M
|
-$102K
|
-756
|
-2%
|
|
|
149
|
Lido Advisors
Los Angeles,
California
|
$5.76M
|
-$260K
|
-1,916
|
-5%
|
|
|
150
|
Coldstream Capital Management
Bellevue,
Washington
|
$5.73M
|
-$166K
|
-1,221
|
-3%
|
|
