|
126
|
Financial Designs
Claremont,
California
|
$11.6M
|
-$870K
|
-11,919
|
-7%
|
|
|
127
|
Forte Asset Management
Bedford,
New York
|
$11.1M
|
-$320K
|
-4,380
|
-3%
|
|
|
128
|
WealthCollab
Bellevue,
Washington
|
$11M
|
+$1.42M
|
+19,459
|
+16%
|
|
|
129
|
Catalyst Private Wealth
San Mateo,
California
|
$10.6M
|
-$558K
|
-7,645
|
-5%
|
|
|
130
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$10.6M
|
-$1.67M
|
-22,886
|
-14%
|
|
|
131
|
Atria Investments
Charlotte,
North Carolina
|
$10.3M
|
-$199K
|
-2,724
|
-2%
|
|
|
132
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$9.78M
|
-$1.36M
|
-18,688
|
-13%
|
|
|
133
|
SWMG LLC
Fort Worth,
Texas
|
$9.77M
|
+$1.07M
|
+14,708
|
+13%
|
|
|
134
|
United Capital Financial Advisors
Irving,
Texas
|
$9.74M
|
-$104K
|
-1,421
|
-1%
|
|
|
135
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$9.74M
|
+$4.14M
|
+56,764
|
+82%
|
|
|
136
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$9.69M
|
+$482K
|
+6,601
|
+6%
|
|
|
137
|
Gotham Asset Management
New York
|
$9.59M
|
+$7.24M
|
+99,157
|
+398%
|
|
|
138
|
Capital Insight Partners
Scottsdale,
Arizona
|
$9.59M
|
+$1.48M
|
+20,275
|
+20%
|
|
|
139
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$9.59M
|
+$106K
|
+1,451
|
+1%
|
|
|
140
|
Rockefeller Capital Management
New York
|
$9.51M
|
+$214K
|
+2,937
|
+2%
|
|
|
141
|
Creative Planning
Overland Park,
Kansas
|
$9.26M
|
+$130K
|
+1,785
|
+2%
|
|
|
142
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$9.17M
|
+$8.66M
|
+118,590
|
New
|
|
|
143
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$9.14M
|
+$543K
|
+7,431
|
+7%
|
|
|
144
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$8.74M
|
+$4.33M
|
+59,255
|
+110%
|
|
|
145
|
Accredited Wealth Management
Louisville,
Kentucky
|
$8.61M
|
-$497K
|
-6,814
|
-6%
|
|
|
146
|
Kestra Advisory Services
Austin,
Texas
|
$8.46M
|
+$818K
|
+11,201
|
+11%
|
|
|
147
|
KFA Private Wealth Group
Tysons,
Virginia
|
$8.34M
|
+$153K
|
+2,100
|
+2%
|
|
|
148
|
Hill Island Financial
Grand Rapids,
Michigan
|
$8.33M
|
-$25.3M
|
-347,010
|
-76%
|
|
|
149
|
Coldstream Capital Management
Bellevue,
Washington
|
$8.31M
|
+$117K
|
+1,603
|
+2%
|
|
|
150
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.14M
|
-$2.33M
|
-31,922
|
-23%
|
|
