|
126
|
Atria Wealth Solutions
New York
|
$9.65M
|
+$325K
|
+4,681
|
+3%
|
|
|
127
|
United Capital Financial Advisors
Irving,
Texas
|
$9M
|
+$11K
|
+159
|
+0.1%
|
|
|
128
|
Atria Investments
Charlotte,
North Carolina
|
$8.89M
|
-$943K
|
-13,588
|
-9%
|
|
|
129
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$8.58M
|
+$461K
|
+6,646
|
+5%
|
|
|
130
|
Bank of New York Mellon
New York
|
$8.56M
|
+$43.7K
|
+630
|
+0.5%
|
|
|
131
|
First Command Advisory Services
Fort Worth,
Texas
|
$8.52M
|
-$1.14M
|
-16,354
|
-11%
|
|
|
132
|
DOHJ LLC
Seattle,
Washington
|
$8.46M
|
-$12K
|
-173
|
-0.1%
|
|
|
133
|
Clear Creek Financial Management
Silverdale,
Washington
|
$8.11M
|
+$233K
|
+3,364
|
+3%
|
|
|
134
|
WealthCollab
Bellevue,
Washington
|
$7.97M
|
+$702K
|
+10,108
|
+9%
|
|
|
135
|
SWMG LLC
Fort Worth,
Texas
|
$7.93M
|
-$82.6K
|
-1,190
|
-1%
|
|
|
136
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$7.87M
|
+$90.7K
|
+1,307
|
+1%
|
|
|
137
|
St Louis Trust
Saint Louis,
Missouri
|
$7.6M
|
+$251K
|
+3,622
|
+3%
|
|
|
138
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$7.54M
|
+$4.61M
|
+66,470
|
+140%
|
|
|
139
|
|
$7.48M
|
-$16.3M
|
-234,670
|
-67%
|
|
|
140
|
Accredited Wealth Management
Louisville,
Kentucky
|
$7.45M
|
+$7.82M
|
+112,679
|
New
|
|
|
141
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.3M
|
+$579K
|
+8,344
|
+8%
|
|
|
142
|
Kestra Advisory Services
Austin,
Texas
|
$6.99M
|
+$532K
|
+7,664
|
+8%
|
|
|
143
|
Capital Insight Partners
Scottsdale,
Arizona
|
$6.97M
|
-$146K
|
-2,110
|
-2%
|
|
|
144
|
Physician Wealth Advisors
Midvale,
Utah
|
$6.92M
|
-$278K
|
-3,999
|
-4%
|
|
|
145
|
Prosperitas Financial
Valencia,
California
|
$6.88M
|
+$248K
|
+3,566
|
+4%
|
|
|
146
|
Rockefeller Capital Management
New York
|
$6.85M
|
-$4.03M
|
-58,057
|
-36%
|
|
|
147
|
GeoWealth Management
Chicago,
Illinois
|
$6.82M
|
-$418K
|
-6,017
|
-6%
|
|
|
148
|
Newton One Investments
Newark,
Delaware
|
$6.5M
|
+$305K
|
+4,394
|
+5%
|
|
|
149
|
Quantitative Strategies
Calabasas,
California
|
$6.47M
|
+$35.3K
|
+509
|
+0.5%
|
|
|
150
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$6.44M
|
+$281K
|
+4,046
|
+4%
|
|
