|
126
|
HCR Wealth Advisors
Los Angeles,
California
|
$6.16M
|
+$1.76M
|
+69,378
|
+42%
|
|
|
127
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.15M
|
-$272K
|
-10,680
|
-4%
|
|
|
128
|
SVB Wealth
Boston,
Massachusetts
|
$6.07M
|
+$799K
|
+31,412
|
+16%
|
|
|
129
|
Merriman Wealth Management
Seattle,
Washington
|
$5.87M
|
+$5.72M
|
+224,930
|
New
|
|
|
130
|
Arden Trust
Wilmington,
Delaware
|
$5.82M
|
+$368K
|
+14,466
|
+7%
|
|
|
131
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5.78M
|
+$18K
|
+706
|
+0.3%
|
|
|
132
|
Focused Wealth Management
Newburgh,
New York
|
$5.77M
|
-$388K
|
-15,256
|
-6%
|
|
|
133
|
Brightwater Advisory
Tampa,
Florida
|
$5.68M
|
+$5.53M
|
+217,542
|
New
|
|
|
134
|
Fortis Capital Management
Bellevue,
Washington
|
$5.64M
|
+$50.3K
|
+1,978
|
+0.9%
|
|
|
135
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$5.52M
|
-$99.4K
|
-3,906
|
-2%
|
|
|
136
|
Fagan Associates
Troy,
New York
|
$5.48M
|
-$202K
|
-7,928
|
-4%
|
|
|
137
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$5.45M
|
-$2.44M
|
-95,818
|
-31%
|
|
|
138
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5.32M
|
-$1.45M
|
-57,176
|
-22%
|
|
|
139
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$5.23M
|
+$726K
|
+28,540
|
+17%
|
|
|
140
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$5.21M
|
+$5.08M
|
+199,652
|
New
|
|
|
141
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$5.18M
|
-$33.1K
|
-1,300
|
-0.7%
|
|
|
142
|
FDx Advisors
Chicago,
Illinois
|
$5.09M
|
-$193K
|
-7,592
|
-4%
|
|
|
143
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$5.06M
|
+$4.93M
|
+193,808
|
New
|
|
|
144
|
Fidelity Investments
Boston,
Massachusetts
|
$5.03M
|
+$2.43M
|
+95,694
|
+99%
|
|
|
145
|
Private Advisor Group
Morristown,
New Jersey
|
$5.01M
|
-$484K
|
-19,028
|
-9%
|
|
|
146
|
Kestra Private Wealth Services
Austin,
Texas
|
$4.95M
|
+$1.73M
|
+67,878
|
+56%
|
|
|
147
|
Washington Trust
Westerly,
Rhode Island
|
$4.93M
|
-$40.4K
|
-1,590
|
-0.8%
|
|
|
148
|
Cambridge Associates
Boston,
Massachusetts
|
$4.87M
|
+$4.75M
|
+186,778
|
New
|
|
|
149
|
Moody National Bank Trust Division
Galveston,
Texas
|
$4.87M
|
+$4.75M
|
+186,778
|
New
|
|
|
150
|
Tortoise Investment Management
White Plains,
New York
|
$4.87M
|
-$846K
|
-33,252
|
-15%
|
|
