|
126
|
Principal Securities
Des Moines,
Iowa
|
$29.3M
|
+$222K
|
+994
|
+0.8%
|
|
|
127
|
Praetorian Wealth Management
Carmel,
California
|
$29M
|
-$141K
|
-630
|
-0.5%
|
|
|
128
|
Integrity Alliance
Urbandale,
Iowa
|
$28.9M
|
-$7.6M
|
-34,018
|
-21%
|
|
|
129
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$28.5M
|
-$2.11M
|
-9,442
|
-7%
|
|
|
130
|
Pathstone Holdings
Englewood,
New Jersey
|
$28.4M
|
+$2.06M
|
+9,210
|
+8%
|
|
|
131
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$28.4M
|
-$1.3M
|
-5,838
|
-4%
|
|
|
132
|
Wealth Alliance
Mellville,
New York
|
$28M
|
-$5.76M
|
-25,783
|
-17%
|
|
|
133
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$27.5M
|
-$6.12M
|
-27,378
|
-18%
|
|
|
134
|
DDFG Inc
Thousand Oaks,
California
|
$27.3M
|
-$534K
|
-2,389
|
-2%
|
|
|
135
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$27.3M
|
-$19.9M
|
-89,053
|
-43%
|
|
|
136
|
Liberty Wealth Management
Oakland,
California
|
$27.2M
|
–
|
–
|
–
|
|
|
137
|
Spire Wealth Management
Mclean,
Virginia
|
$27.1M
|
-$419K
|
-1,876
|
-2%
|
|
|
138
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$27.1M
|
-$4.35M
|
-19,464
|
-14%
|
|
|
139
|
Physician Wealth Advisors
Midvale,
Utah
|
$27.1M
|
-$3.52M
|
-15,774
|
-12%
|
|
|
140
|
PAX Financial Group
San Antonio,
Texas
|
$26.8M
|
-$5.95M
|
-26,658
|
-18%
|
|
|
141
|
Summit Financial
Parsippany,
New Jersey
|
$26.6M
|
+$585K
|
+2,620
|
+2%
|
|
|
142
|
Corient Private Wealth
Miami,
Florida
|
$26.4M
|
-$2.12M
|
-9,471
|
-8%
|
|
|
143
|
Planning Directions
Glen Mills,
Pennsylvania
|
$26.2M
|
+$2.06M
|
+9,210
|
+9%
|
|
|
144
|
Clearstead Advisors
Cleveland,
Ohio
|
$26.1M
|
+$329K
|
+1,472
|
+1%
|
|
|
145
|
Concurrent Investment Advisors
Tampa,
Florida
|
$26M
|
-$966K
|
-4,326
|
-4%
|
|
|
146
|
Callan Family Office
Radnor,
Pennsylvania
|
$25.6M
|
-$340K
|
-1,521
|
-1%
|
|
|
147
|
RWA Wealth Partners
Newton,
Massachusetts
|
$25.5M
|
+$4.13M
|
+18,489
|
+20%
|
|
|
148
|
Security Financial Services
Fort Wayne,
Indiana
|
$25.3M
|
-$4.95M
|
-22,163
|
-17%
|
|
|
149
|
NorthRock Partners
Minneapolis,
Minnesota
|
$25M
|
-$10.2M
|
-45,792
|
-29%
|
|
|
150
|
One Wealth Advisors
San Francisco,
California
|
$24.4M
|
-$5.19M
|
-23,244
|
-18%
|
|
