|
176
|
Allianz Asset Management
Munich,
Germany
|
$6.03M
|
+$131K
|
+1,796
|
+2%
|
|
|
177
|
Comerica Bank
Dallas,
Texas
|
$5.91M
|
-$27.5K
|
-377
|
-0.5%
|
|
|
178
|
NWAM LLC
Mercer Island,
Washington
|
$5.54M
|
+$625K
|
+8,567
|
+13%
|
|
|
179
|
Lunt Capital Management
Holladay,
Utah
|
$5.54M
|
+$95.6K
|
+1,309
|
+2%
|
|
|
180
|
Atria Wealth Solutions
New York
|
$5.52M
|
-$5.35M
|
-73,307
|
-51%
|
|
|
181
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.36M
|
-$455K
|
-6,235
|
-8%
|
|
|
182
|
Advisory Services Network
Atlanta,
Georgia
|
$5.32M
|
-$360K
|
-4,925
|
-7%
|
|
|
183
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.27M
|
+$1.34M
|
+18,364
|
+37%
|
|
|
184
|
Strategic Blueprint
Atlanta,
Georgia
|
$5.25M
|
+$1.16M
|
+15,900
|
+31%
|
|
|
185
|
Zhang Financial
Portage,
Michigan
|
$5.24M
|
+$239K
|
+3,273
|
+5%
|
|
|
186
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$5.14M
|
+$15.4K
|
+211
|
+0.3%
|
|
|
187
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$5.09M
|
+$327K
|
+4,483
|
+7%
|
|
|
188
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$5.01M
|
+$715K
|
+9,794
|
+18%
|
|
|
189
|
Family Management
New York
|
$5M
|
-$137K
|
-1,877
|
-3%
|
|
|
190
|
WBH Advisory
Baltimore,
Maryland
|
$4.95M
|
+$60.2K
|
+825
|
+1%
|
|
|
191
|
Alpha Financial Partners
Lexington,
Kentucky
|
$4.68M
|
+$66.4K
|
+909
|
+2%
|
|
|
192
|
NFP Retirement Inc
Aliso Viejo,
California
|
$4.62M
|
-$124K
|
-1,698
|
-3%
|
|
|
193
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.55M
|
-$65.6K
|
-898
|
-2%
|
|
|
194
|
LVM Capital Management
Portage,
Michigan
|
$4.52M
|
-$78.5K
|
-1,075
|
-2%
|
|
|
195
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$4.49M
|
+$131K
|
+1,800
|
+3%
|
|
|
196
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.46M
|
-$47.1K
|
-645
|
-1%
|
|
|
197
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$4.46M
|
-$38.4K
|
-526
|
-0.9%
|
|
|
198
|
Mission Wealth Management
Santa Barbara,
California
|
$4.4M
|
+$211K
|
+2,893
|
+5%
|
|
|
199
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$4.39M
|
+$1.19M
|
+16,290
|
+40%
|
|
|
200
|
Tortoise Investment Management
White Plains,
New York
|
$4.38M
|
–
|
–
|
–
|
|
