|
126
|
Regatta Capital Group
El Segundo,
California
|
$9.13M
|
-$6.11M
|
-88,065
|
-40%
|
|
|
127
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$8.95M
|
-$2.13M
|
-30,708
|
-19%
|
|
|
128
|
United Capital Financial Advisors
Irving,
Texas
|
$8.9M
|
-$598K
|
-8,622
|
-6%
|
|
|
129
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$8.56M
|
+$249K
|
+3,586
|
+3%
|
|
|
130
|
WealthCollab
Bellevue,
Washington
|
$8.55M
|
+$140K
|
+2,020
|
+2%
|
|
|
131
|
Rockefeller Capital Management
New York
|
$8.38M
|
+$1.15M
|
+16,535
|
+16%
|
|
|
132
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$8.29M
|
+$331K
|
+4,771
|
+4%
|
|
|
133
|
|
$8.26M
|
+$360K
|
+5,192
|
+5%
|
|
|
134
|
Accredited Wealth Management
Louisville,
Kentucky
|
$8.25M
|
+$385K
|
+5,549
|
+5%
|
|
|
135
|
Creative Planning
Overland Park,
Kansas
|
$8.24M
|
+$1.77M
|
+25,483
|
+28%
|
|
|
136
|
SWMG LLC
Fort Worth,
Texas
|
$7.89M
|
-$432K
|
-6,223
|
-5%
|
|
|
137
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$7.74M
|
+$939K
|
+13,540
|
+14%
|
|
|
138
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$7.74M
|
+$6.59M
|
+95,030
|
+602%
|
|
|
139
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.39M
|
-$304K
|
-4,389
|
-4%
|
|
|
140
|
KFA Private Wealth Group
Tysons,
Virginia
|
$7.38M
|
+$3.4M
|
+49,076
|
+87%
|
|
|
141
|
Physician Wealth Advisors
Midvale,
Utah
|
$7.33M
|
+$29.8K
|
+430
|
+0.4%
|
|
|
142
|
Capital Insight Partners
Scottsdale,
Arizona
|
$7.25M
|
-$106K
|
-1,523
|
-1%
|
|
|
143
|
Ascent Group
Virginia Beach,
Virginia
|
$7.17M
|
+$3.93M
|
+56,629
|
+123%
|
|
|
144
|
Newton One Investments
Newark,
Delaware
|
$6.95M
|
+$93.7K
|
+1,351
|
+1%
|
|
|
145
|
GeoWealth Management
Chicago,
Illinois
|
$6.95M
|
-$249K
|
-3,586
|
-3%
|
|
|
146
|
Kestra Advisory Services
Austin,
Texas
|
$6.86M
|
-$518K
|
-7,467
|
-7%
|
|
|
147
|
Savant Capital
Rockford,
Illinois
|
$6.6M
|
-$4.08M
|
-58,808
|
-38%
|
|
|
148
|
Waverly Advisors
Birmingham,
Alabama
|
$6.56M
|
-$52.6K
|
-759
|
-0.8%
|
|
|
149
|
First Command Advisory Services
Fort Worth,
Texas
|
$6.52M
|
-$2.46M
|
-35,430
|
-28%
|
|
|
150
|
FC Advisory
West Chester,
Pennsylvania
|
$6.45M
|
-$64.4K
|
-929
|
-1%
|
|
