|
126
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.35M
|
–
|
–
|
–
|
|
|
127
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.35M
|
-$276K
|
-6,583
|
-18%
|
|
|
128
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$1.28M
|
-$34.4K
|
-819
|
-3%
|
|
|
129
|
Advisory Alpha
Holland,
Michigan
|
$1.2M
|
+$6.17K
|
+147
|
+0.6%
|
|
|
130
|
Atlas Wealth
Cincinnati,
Ohio
|
$1.19M
|
+$1.12M
|
+26,636
|
New
|
|
|
131
|
Goldstein Advisors
Madison,
Wisconsin
|
$1.13M
|
-$672
|
-16
|
-0.1%
|
|
|
132
|
|
$1.13M
|
+$72.5K
|
+1,726
|
+7%
|
|
|
133
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.08M
|
+$593K
|
+14,116
|
+141%
|
|
|
134
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.03M
|
-$72.3K
|
-1,722
|
-7%
|
|
|
135
|
MAI Capital Management
Independence,
Ohio
|
$1.03M
|
+$126
|
+3
|
+0%
|
|
|
136
|
BigSur Wealth Management
Miami,
Florida
|
$1M
|
–
|
–
|
–
|
|
|
137
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$975K
|
–
|
–
|
–
|
|
|
138
|
Pacific Sun Financial
Los Angeles,
California
|
$962K
|
–
|
–
|
–
|
|
|
139
|
Equitable Holdings
New York
|
$948K
|
+$9.11K
|
+217
|
+1%
|
|
|
140
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$945K
|
+$17.2K
|
+410
|
+2%
|
|
|
141
|
Northern Trust
Chicago,
Illinois
|
$944K
|
+$25.2K
|
+600
|
+3%
|
|
|
142
|
Blue Rock Wealth Management
Winston-Salem,
North Carolina
|
$894K
|
–
|
–
|
–
|
|
|
143
|
Mission Wealth Management
Santa Barbara,
California
|
$888K
|
+$227K
|
+5,412
|
+37%
|
|
|
144
|
Steward Partners Investment Advisory
New York
|
$868K
|
-$217K
|
-5,176
|
-21%
|
|
|
145
|
Hilltop Partners
Mishawaka,
Indiana
|
$867K
|
-$24.6K
|
-587
|
-3%
|
|
|
146
|
Brown Brothers Harriman & Co
New York
|
$863K
|
–
|
–
|
–
|
|
|
147
|
|
$859K
|
-$11K
|
-263
|
-1%
|
|
|
148
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$844K
|
+$4.37K
|
+104
|
+0.6%
|
|
|
149
|
Elevation Wealth Partners
Santa Rosa,
California
|
$805K
|
+$537K
|
+12,786
|
+243%
|
|
|
150
|
Beacon Pointe Advisors
Newport Beach,
California
|
$798K
|
-$419K
|
-9,975
|
-36%
|
|
