|
151
|
Huntington National Bank
Columbus,
Ohio
|
$14.3M
|
–
|
–
|
–
|
|
|
152
|
Kestra Advisory Services
Austin,
Texas
|
$14.3M
|
-$3.83M
|
-40,479
|
-21%
|
|
|
153
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.2M
|
+$7.81M
|
+82,613
|
+126%
|
|
|
154
|
Old Mission Capital
Chicago,
Illinois
|
$13.9M
|
+$13.7M
|
+144,775
|
New
|
|
|
155
|
Farther Finance Advisors
San Francisco,
California
|
$13.8M
|
+$1.7M
|
+17,992
|
+14%
|
|
|
156
|
Northland Capital Management
Virginia,
Minnesota
|
$13.7M
|
-$5.71M
|
-60,453
|
-30%
|
|
|
157
|
SteelPeak Wealth
Woodland Hills,
California
|
$13.6M
|
+$573K
|
+6,058
|
+4%
|
|
|
158
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$13.6M
|
+$1.29M
|
+13,622
|
+11%
|
|
|
159
|
Trek Financial
Scottsdale,
Arizona
|
$13.5M
|
+$1.89M
|
+19,965
|
+17%
|
|
|
160
|
Global Retirement Partners
San Rafael,
California
|
$13.4M
|
-$1.32M
|
-13,984
|
-9%
|
|
|
161
|
Parkside Investments
Deerfield,
Illinois
|
$13.3M
|
-$6.53M
|
-69,130
|
-33%
|
|
|
162
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$13.3M
|
+$239K
|
+2,532
|
+2%
|
|
|
163
|
Tortoise Investment Management
White Plains,
New York
|
$13.2M
|
-$7.62M
|
-80,579
|
-37%
|
|
|
164
|
Icon Wealth Advisors
Houston,
Texas
|
$13.1M
|
+$173K
|
+1,826
|
+1%
|
|
|
165
|
Boltwood Capital Management
Walnut Creek,
California
|
$12.8M
|
-$307K
|
-3,245
|
-2%
|
|
|
166
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$12.6M
|
+$597K
|
+6,313
|
+5%
|
|
|
167
|
Leuthold Group
Minneapolis,
Minnesota
|
$12.5M
|
-$134K
|
-1,419
|
-1%
|
|
|
168
|
Lazard Asset Management
New York
|
$12.3M
|
–
|
–
|
–
|
|
|
169
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$12.3M
|
+$224K
|
+2,368
|
+2%
|
|
|
170
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$12.3M
|
+$3.23M
|
+34,215
|
+36%
|
|
|
171
|
INVST
Indianapolis,
Indiana
|
$12.1M
|
-$364K
|
-3,854
|
-3%
|
|
|
172
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$12M
|
+$3.39M
|
+35,908
|
+40%
|
|
|
173
|
Baker Avenue Asset Management
San Francisco,
California
|
$12M
|
+$11.8M
|
+125,214
|
New
|
|
|
174
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$11.9M
|
+$666K
|
+7,046
|
+6%
|
|
|
175
|
Vise Technologies
New York
|
$11.7M
|
-$85.5K
|
-905
|
-0.7%
|
|
