|
126
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$10.2M
|
+$247K
|
+3,783
|
+3%
|
|
|
127
|
Forum Private Client Group
Fishers,
Indiana
|
$10M
|
+$642K
|
+9,830
|
+7%
|
|
|
128
|
Atria Wealth Solutions
New York
|
$9.81M
|
+$217K
|
+3,317
|
+2%
|
|
|
129
|
Lodestar Private Asset Management
Alamo,
California
|
$9.71M
|
+$962K
|
+14,737
|
+11%
|
|
|
130
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$9.58M
|
+$128K
|
+1,966
|
+1%
|
|
|
131
|
Private Advisor Group
Morristown,
New Jersey
|
$9.55M
|
-$150K
|
-2,300
|
-2%
|
|
|
132
|
SWMG LLC
Fort Worth,
Texas
|
$9.38M
|
+$1.98M
|
+30,325
|
+28%
|
|
|
133
|
United Capital Financial Advisors
Irving,
Texas
|
$9.34M
|
-$301K
|
-4,608
|
-3%
|
|
|
134
|
Cetera Advisors
Denver,
Colorado
|
$8.99M
|
+$1.68M
|
+25,663
|
+24%
|
|
|
135
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.96M
|
+$400K
|
+6,133
|
+5%
|
|
|
136
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$8.66M
|
-$1.92M
|
-29,360
|
-19%
|
|
|
137
|
Bank of New York Mellon
New York
|
$8.57M
|
+$1.03M
|
+15,777
|
+14%
|
|
|
138
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$8.23M
|
+$24.3K
|
+372
|
+0.3%
|
|
|
139
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.22M
|
-$158K
|
-2,416
|
-2%
|
|
|
140
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8.18M
|
+$1.67M
|
+25,656
|
+27%
|
|
|
141
|
Family Management
New York
|
$8.16M
|
+$7.85M
|
+120,260
|
New
|
|
|
142
|
Source Financial Advisors
New York
|
$8.02M
|
+$983K
|
+15,057
|
+15%
|
|
|
143
|
Global Retirement Partners
San Rafael,
California
|
$8M
|
+$797K
|
+12,213
|
+12%
|
|
|
144
|
DOHJ LLC
Seattle,
Washington
|
$7.95M
|
+$3.7M
|
+56,738
|
+94%
|
|
|
145
|
GeoWealth Management
Chicago,
Illinois
|
$7.91M
|
+$7.61M
|
+116,580
|
New
|
|
|
146
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.73M
|
+$126K
|
+1,926
|
+2%
|
|
|
147
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.71M
|
-$307K
|
-4,703
|
-4%
|
|
|
148
|
Physician Wealth Advisors
Midvale,
Utah
|
$7.66M
|
-$98.9K
|
-1,515
|
-1%
|
|
|
149
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.66M
|
+$106K
|
+1,627
|
+1%
|
|
|
150
|
Capital Insight Partners
Scottsdale,
Arizona
|
$7.47M
|
+$467K
|
+7,160
|
+7%
|
|
