|
126
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$6.25M
|
-$24.4M
|
-359,463
|
-78%
|
|
|
127
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$6.25M
|
-$23.9K
|
-353
|
-0.4%
|
|
|
128
|
HB Wealth Management
Atlanta,
Georgia
|
$6.24M
|
-$915K
|
-13,487
|
-13%
|
|
|
129
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6.2M
|
+$98.8K
|
+1,457
|
+2%
|
|
|
130
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.13M
|
+$769K
|
+11,331
|
+13%
|
|
|
131
|
Oppenheimer & Co
New York
|
$5.93M
|
+$378K
|
+5,577
|
+7%
|
|
|
132
|
Atria Wealth Solutions
New York
|
$5.76M
|
+$5.86M
|
+86,461
|
New
|
|
|
133
|
FSA Wealth Management
Needham,
Massachusetts
|
$5.74M
|
–
|
–
|
–
|
|
|
134
|
Gleason Group
Prospect,
Kentucky
|
$5.67M
|
+$68.4K
|
+1,009
|
+1%
|
|
|
135
|
Clear Creek Financial Management
Silverdale,
Washington
|
$5.67M
|
-$1.44M
|
-21,240
|
-20%
|
|
|
136
|
Bellwether Advisors
Lincoln,
Nebraska
|
$5.66M
|
+$77.2K
|
+1,138
|
+1%
|
|
|
137
|
Capital Insight Partners
Scottsdale,
Arizona
|
$5.61M
|
+$313K
|
+4,618
|
+6%
|
|
|
138
|
Cetera Advisors
Denver,
Colorado
|
$5.59M
|
-$953K
|
-14,049
|
-14%
|
|
|
139
|
|
$5.56M
|
+$3.61M
|
+53,247
|
+176%
|
|
|
140
|
55I LLC
Boston,
Massachusetts
|
$5.54M
|
-$270K
|
-3,986
|
-5%
|
|
|
141
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$5.38M
|
+$212K
|
+3,132
|
+4%
|
|
|
142
|
AAF Wealth Management
Westborough,
Massachusetts
|
$5.31M
|
-$12.6M
|
-185,463
|
-70%
|
|
|
143
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$5.27M
|
+$170K
|
+2,512
|
+3%
|
|
|
144
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.2M
|
+$173K
|
+2,552
|
+3%
|
|
|
145
|
Newton One Investments
Newark,
Delaware
|
$5.18M
|
+$147K
|
+2,169
|
+3%
|
|
|
146
|
Tortoise Investment Management
White Plains,
New York
|
$5.07M
|
-$42.9K
|
-632
|
-0.8%
|
|
|
147
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$5.05M
|
+$3.44M
|
+50,717
|
+202%
|
|
|
148
|
Weatherly Asset Management
Del Mar,
California
|
$4.99M
|
+$833K
|
+12,286
|
+20%
|
|
|
149
|
Scott Capital Advisors
Portland,
Oregon
|
$4.97M
|
-$2.61M
|
-38,455
|
-34%
|
|
|
150
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4.95M
|
+$191K
|
+2,817
|
+4%
|
|
