|
126
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$8.33M
|
-$24K
|
-153
|
-0.3%
|
|
|
127
|
Perigon Wealth Management
San Francisco,
California
|
$8.3M
|
-$38.2K
|
-243
|
-0.5%
|
|
|
128
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$8.25M
|
+$5.34K
|
+34
|
+0.1%
|
|
|
129
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$8.13M
|
+$1.42M
|
+9,043
|
+22%
|
|
|
130
|
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
|
$7.86M
|
+$23.2K
|
+148
|
+0.3%
|
|
|
131
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$7.67M
|
-$28K
|
-178
|
-0.4%
|
|
|
132
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$7.59M
|
+$729K
|
+4,644
|
+11%
|
|
|
133
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.58M
|
+$305K
|
+1,945
|
+4%
|
|
|
134
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$7.49M
|
-$168K
|
-1,070
|
-2%
|
|
|
135
|
Transatlantique Private Wealth
New York
|
$7.4M
|
+$472K
|
+3,002
|
+7%
|
|
|
136
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.27M
|
-$522K
|
-3,321
|
-7%
|
|
|
137
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$7.17M
|
-$11.8M
|
-75,079
|
-63%
|
|
|
138
|
Investment Advisory Services
The Woodlands,
Texas
|
$7.03M
|
+$162K
|
+1,033
|
+2%
|
|
|
139
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$6.88M
|
+$108K
|
+686
|
+2%
|
|
|
140
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.73M
|
+$2.06M
|
+13,111
|
+47%
|
|
|
141
|
RFG Advisory
Birmingham,
Alabama
|
$6.55M
|
+$21.5K
|
+137
|
+0.3%
|
|
|
142
|
Able Wealth Management
Toms River,
New Jersey
|
$6.43M
|
-$73.3K
|
-467
|
-1%
|
|
|
143
|
Coldstream Capital Management
Bellevue,
Washington
|
$6.39M
|
+$117K
|
+746
|
+2%
|
|
|
144
|
Global Retirement Partners
San Rafael,
California
|
$6.31M
|
+$196K
|
+1,245
|
+3%
|
|
|
145
|
Westwood Holdings Group
Dallas,
Texas
|
$6.24M
|
-$75.5K
|
-481
|
-1%
|
|
|
146
|
Vident Advisory
Alpharetta,
Georgia
|
$6.14M
|
+$238K
|
+1,514
|
+4%
|
|
|
147
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.03M
|
+$599K
|
+3,814
|
+12%
|
|
|
148
|
Charles Schwab
San Francisco,
California
|
$6.01M
|
-$1.35M
|
-8,588
|
-19%
|
|
|
149
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6M
|
-$62K
|
-395
|
-1%
|
|
|
150
|
1900 Wealth Management
San Antonio,
Texas
|
$5.86M
|
-$321K
|
-2,046
|
-5%
|
|
