|
126
|
Lodestar Private Asset Management
Alamo,
California
|
$10.2M
|
+$543K
|
+8,004
|
+6%
|
|
|
127
|
First Command Advisory Services
Fort Worth,
Texas
|
$9.91M
|
-$223K
|
-3,284
|
-2%
|
|
|
128
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$9.82M
|
+$289K
|
+4,265
|
+3%
|
|
|
129
|
Atria Wealth Solutions
New York
|
$9.61M
|
-$151K
|
-2,222
|
-2%
|
|
|
130
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$9.44M
|
+$523K
|
+7,712
|
+6%
|
|
|
131
|
United Capital Financial Advisors
Irving,
Texas
|
$9.31M
|
+$14.6K
|
+215
|
+0.2%
|
|
|
132
|
Atria Investments
Charlotte,
North Carolina
|
$9.08M
|
-$1.76M
|
-25,964
|
-16%
|
|
|
133
|
Old Mission Capital
Chicago,
Illinois
|
$8.87M
|
-$8.14M
|
-120,014
|
-48%
|
|
|
134
|
Bank of New York Mellon
New York
|
$8.73M
|
+$197K
|
+2,910
|
+2%
|
|
|
135
|
Global Retirement Partners
San Rafael,
California
|
$8.71M
|
+$747K
|
+11,010
|
+9%
|
|
|
136
|
Source Financial Advisors
New York
|
$8.71M
|
+$724K
|
+10,679
|
+9%
|
|
|
137
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.66M
|
+$5.07M
|
+74,769
|
+140%
|
|
|
138
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$8.53M
|
-$86.9K
|
-1,281
|
-1%
|
|
|
139
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.41M
|
+$229K
|
+3,376
|
+3%
|
|
|
140
|
DOHJ LLC
Seattle,
Washington
|
$8.37M
|
+$456K
|
+6,731
|
+6%
|
|
|
141
|
Physician Wealth Advisors
Midvale,
Utah
|
$8.09M
|
-$170K
|
-2,508
|
-2%
|
|
|
142
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$8.05M
|
-$91.2K
|
-1,345
|
-1%
|
|
|
143
|
Clear Creek Financial Management
Silverdale,
Washington
|
$7.88M
|
+$184K
|
+2,719
|
+2%
|
|
|
144
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$7.87M
|
+$538K
|
+7,930
|
+7%
|
|
|
145
|
SWMG LLC
Fort Worth,
Texas
|
$7.59M
|
-$1.75M
|
-25,875
|
-19%
|
|
|
146
|
GeoWealth Management
Chicago,
Illinois
|
$7.56M
|
-$313K
|
-4,621
|
-4%
|
|
|
147
|
Kestra Advisory Services
Austin,
Texas
|
$7.56M
|
+$1.26M
|
+18,645
|
+20%
|
|
|
148
|
WealthCollab
Bellevue,
Washington
|
$7.44M
|
+$157K
|
+2,315
|
+2%
|
|
|
149
|
Capital Insight Partners
Scottsdale,
Arizona
|
$7.36M
|
-$78.3K
|
-1,154
|
-1%
|
|
|
150
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.35M
|
-$324K
|
-4,784
|
-4%
|
|
