|
126
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$5.31M
|
-$25K
|
-335
|
-0.4%
|
|
|
127
|
Kestra Private Wealth Services
Austin,
Texas
|
$5.27M
|
+$934K
|
+12,537
|
+20%
|
|
|
128
|
SEI Investments
Oaks,
Pennsylvania
|
$5.07M
|
+$5.33M
|
+71,610
|
New
|
|
|
129
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$5.07M
|
+$1.87M
|
+25,134
|
+54%
|
|
|
130
|
Archer Investment Management
Austin,
Texas
|
$5.01M
|
+$4.44M
|
+59,569
|
+532%
|
|
|
131
|
EP Wealth Advisors
Torrance,
California
|
$4.96M
|
+$4.73M
|
+63,465
|
+969%
|
|
|
132
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$4.92M
|
+$1.88M
|
+25,234
|
+57%
|
|
|
133
|
Claro Advisors
Boston,
Massachusetts
|
$4.73M
|
+$1.45M
|
+19,493
|
+41%
|
|
|
134
|
Quadcap Wealth Management
Frisco,
Texas
|
$4.72M
|
-$577K
|
-7,751
|
-10%
|
|
|
135
|
Segment Wealth Management
Houston,
Texas
|
$4.63M
|
+$4.87M
|
+65,325
|
New
|
|
|
136
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$4.51M
|
+$2.02M
|
+27,130
|
+74%
|
|
|
137
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$4.49M
|
+$2.25M
|
+30,188
|
+91%
|
|
|
138
|
JT Stratford LLC
Gainesville,
Georgia
|
$4.46M
|
+$1.55M
|
+20,761
|
+49%
|
|
|
139
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$4.33M
|
+$397K
|
+5,332
|
+10%
|
|
|
140
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$4.26M
|
+$111K
|
+1,493
|
+3%
|
|
|
141
|
Summit Financial
Parsippany,
New Jersey
|
$4.22M
|
+$3.8M
|
+51,033
|
+598%
|
|
|
142
|
McMorgan & Co
San Francisco,
California
|
$4.2M
|
-$931K
|
-12,500
|
-17%
|
|
|
143
|
Cypress Wealth Services
Palm Desert,
California
|
$4.16M
|
+$1.11M
|
+14,955
|
+34%
|
|
|
144
|
AssetMark Inc
Concord,
California
|
$4.12M
|
+$1.63M
|
+21,906
|
+60%
|
|
|
145
|
Fortis Advisors
Wayne,
Pennsylvania
|
$3.96M
|
+$979K
|
+13,147
|
+31%
|
|
|
146
|
Oppenheimer & Co
New York
|
$3.91M
|
-$135K
|
-1,806
|
-3%
|
|
|
147
|
May Hill Capital
Cohasset,
Massachusetts
|
$3.91M
|
+$2.32M
|
+31,133
|
+130%
|
|
|
148
|
Nikulski Financial
Bettendorf,
Iowa
|
$3.89M
|
+$1.04M
|
+14,007
|
+34%
|
|
|
149
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$3.79M
|
+$1.36M
|
+18,248
|
+52%
|
|
|
150
|
Principal Financial Group
Des Moines,
Iowa
|
$3.77M
|
-$223K
|
-2,999
|
-5%
|
|
