|
126
|
Austin Private Wealth
Austin,
Texas
|
$13.5M
|
+$2.78M
|
+29,450
|
+26%
|
|
|
127
|
Icon Wealth Partners
Houston,
Texas
|
$13.3M
|
+$13.3M
|
+140,685
|
New
|
|
|
128
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.3M
|
+$13.3M
|
+140,658
|
New
|
|
|
129
|
Kestra Advisory Services
Austin,
Texas
|
$13.2M
|
-$20.2M
|
-213,500
|
-60%
|
|
|
130
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$13.1M
|
+$13.1M
|
+138,675
|
New
|
|
|
131
|
MGO One Seven
Beachwood,
Ohio
|
$12.9M
|
+$12.7M
|
+134,163
|
+5,979%
|
|
|
132
|
Perigon Wealth Management
San Francisco,
California
|
$12.9M
|
+$8.27M
|
+87,628
|
+181%
|
|
|
133
|
|
$12.6M
|
+$2.65M
|
+28,069
|
+27%
|
|
|
134
|
Global Retirement Partners
San Rafael,
California
|
$12.5M
|
+$5.56M
|
+58,829
|
+81%
|
|
|
135
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$12.5M
|
+$5.7M
|
+60,365
|
+84%
|
|
|
136
|
M&T Bank
Buffalo,
New York
|
$12.5M
|
-$1.2M
|
-12,676
|
-9%
|
|
|
137
|
Geneos Wealth Management
Englewood,
Colorado
|
$12.1M
|
+$4.69M
|
+49,623
|
+63%
|
|
|
138
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$12M
|
-$154K
|
-1,631
|
-1%
|
|
|
139
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$12M
|
+$80.7K
|
+855
|
+0.7%
|
|
|
140
|
AJ Wealth Strategies
New York
|
$12M
|
-$2.52M
|
-26,673
|
-17%
|
|
|
141
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.6M
|
+$5.48M
|
+58,020
|
+90%
|
|
|
142
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
+$10M
|
+106,040
|
+639%
|
|
|
143
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$11.4M
|
-$322K
|
-3,407
|
-3%
|
|
|
144
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$11.1M
|
+$7.99M
|
+84,657
|
+259%
|
|
|
145
|
Trek Financial
Scottsdale,
Arizona
|
$10.8M
|
+$2.62M
|
+27,709
|
+32%
|
|
|
146
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$10.7M
|
-$7.33M
|
-77,621
|
-41%
|
|
|
147
|
Schroder Investment Management Group
London,
United Kingdom
|
$10.6M
|
+$10.6M
|
+111,959
|
New
|
|
|
148
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$10.6M
|
+$2.85M
|
+30,173
|
+37%
|
|
|
149
|
Hilltop Holdings
Dallas,
Texas
|
$10.6M
|
-$917K
|
-9,708
|
-8%
|
|
|
150
|
Boltwood Capital Management
Walnut Creek,
California
|
$10.5M
|
+$2.41M
|
+25,565
|
+30%
|
|
