|
151
|
TME Financial
Huntington Beach,
California
|
$6.75M
|
+$3.85M
|
+37,684
|
+137%
|
|
|
152
|
Wimmer Associates 1
Pasadena,
California
|
$6.71M
|
+$110K
|
+1,074
|
+2%
|
|
|
153
|
Mengis Capital Management
Portland,
Oregon
|
$6.66M
|
+$600K
|
+5,878
|
+10%
|
|
|
154
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.64M
|
+$635K
|
+6,222
|
+11%
|
|
|
155
|
Laurel Wealth Planning
Edina,
Minnesota
|
$6.64M
|
+$171K
|
+1,670
|
+3%
|
|
|
156
|
Tacita Capital
Toronto,
Ontario, Canada
|
$6.62M
|
-$21.4K
|
-210
|
-0.3%
|
|
|
157
|
TTP Investments
San Jose,
California
|
$6.51M
|
+$1.33K
|
+13
|
+0%
|
|
|
158
|
Comerica Bank
Dallas,
Texas
|
$6.35M
|
-$219K
|
-2,147
|
-3%
|
|
|
159
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.3M
|
-$68K
|
-666
|
-1%
|
|
|
160
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6.14M
|
-$246K
|
-2,408
|
-4%
|
|
|
161
|
Allen Capital Group
Grand Island,
Nebraska
|
$6.04M
|
-$303K
|
-2,965
|
-5%
|
|
|
162
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$6.02M
|
-$335K
|
-3,278
|
-5%
|
|
|
163
|
Argent Trust Co
Nashville,
Tennessee
|
$5.99M
|
+$160K
|
+1,564
|
+3%
|
|
|
164
|
Sunpointe
St. Louis,
Missouri
|
$5.95M
|
+$533K
|
+5,217
|
+10%
|
|
|
165
|
Midwest Financial Group
Overland Park,
Kansas
|
$5.89M
|
+$3.06K
|
+30
|
+0.1%
|
|
|
166
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$5.79M
|
-$6.41M
|
-62,734
|
-53%
|
|
|
167
|
Axxcess Wealth Management
Carlsbad,
California
|
$5.79M
|
+$4.2M
|
+41,089
|
+277%
|
|
|
168
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$5.76M
|
-$80.5K
|
-788
|
-1%
|
|
|
169
|
Selby Wealth Management
Emeryville,
California
|
$5.69M
|
+$5.61M
|
+54,902
|
New
|
|
|
170
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$5.51M
|
-$122K
|
-1,192
|
-2%
|
|
|
171
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.42M
|
-$57.1K
|
-559
|
-1%
|
|
|
172
|
Tranquility Partners
Brentwood,
Tennessee
|
$5.39M
|
-$223K
|
-2,185
|
-4%
|
|
|
173
|
Ducere Wealth Management
Newport Beach,
California
|
$5.35M
|
+$5.27M
|
+51,648
|
New
|
|
|
174
|
Modern Wealth Management
Lenexa,
Kansas
|
$5.33M
|
-$6.54K
|
-64
|
-0.1%
|
|
|
175
|
Truist Financial
Charlotte,
North Carolina
|
$5.14M
|
-$160K
|
-1,564
|
-3%
|
|
