|
126
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$7.18M
|
+$122K
|
+3,208
|
+2%
|
|
|
127
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$7.17M
|
+$147K
|
+3,873
|
+2%
|
|
|
128
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$7.13M
|
+$407K
|
+10,737
|
+6%
|
|
|
129
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$6.91M
|
+$1.37M
|
+36,224
|
+25%
|
|
|
130
|
Capstone Investment Advisors
New York
|
$6.81M
|
+$5.66M
|
+149,341
|
+532%
|
|
|
131
|
Perella Weinberg Partners Capital Management
New York
|
$6.77M
|
+$6.69M
|
+176,336
|
New
|
|
|
132
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.77M
|
+$261K
|
+6,877
|
+4%
|
|
|
133
|
Cypress Wealth Services
Palm Desert,
California
|
$6.72M
|
+$56.9K
|
+1,499
|
+0.9%
|
|
|
134
|
Wedbush Securities
Los Angeles,
California
|
$6.69M
|
+$2.28M
|
+60,102
|
+53%
|
|
|
135
|
Windsor Capital Management
Phoenix,
Arizona
|
$6.66M
|
-$91K
|
-2,400
|
-1%
|
|
|
136
|
Park Avenue Securities
New York
|
$6.58M
|
-$27.7K
|
-729
|
-0.4%
|
|
|
137
|
ClearBridge Investments
New York
|
$6.57M
|
+$276K
|
+7,265
|
+4%
|
|
|
138
|
Montecito Bank & Trust
Santa Barbara,
California
|
$6.57M
|
+$878K
|
+23,150
|
+16%
|
|
|
139
|
Ascendant Capital Management
Los Angeles,
California
|
$6.53M
|
+$1.16M
|
+30,500
|
+22%
|
|
|
140
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$6.52M
|
-$12.5K
|
-330
|
-0.2%
|
|
|
141
|
Franklin Resources
San Mateo,
California
|
$6.49M
|
+$73.7K
|
+1,944
|
+1%
|
|
|
142
|
Voloridge Investment Management
Jupiter,
Florida
|
$6.37M
|
+$31.7K
|
+837
|
+0.5%
|
|
|
143
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
$6.25M
|
+$721
|
+19
|
+0%
|
|
|
144
|
Congress Asset Management
Boston,
Massachusetts
|
$6.2M
|
+$6.13M
|
+161,534
|
New
|
|
|
145
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$6.09M
|
-$2.89M
|
-76,183
|
-32%
|
|
|
146
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$6.06M
|
+$5.99M
|
+157,918
|
New
|
|
|
147
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$5.96M
|
+$5.83M
|
+153,763
|
New
|
|
|
148
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.95M
|
-$28.2K
|
-744
|
-0.5%
|
|
|
149
|
Prospera Financial Services
Dallas,
Texas
|
$5.93M
|
+$719K
|
+18,958
|
+14%
|
|
|
150
|
IMA Advisory Services
Denver,
Colorado
|
$5.86M
|
+$1.75M
|
+46,046
|
+43%
|
|
