|
126
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$14.8M
|
+$1.16M
|
+33,640
|
+9%
|
|
|
127
|
Atria Investments
Charlotte,
North Carolina
|
$14.7M
|
+$563K
|
+16,397
|
+4%
|
|
|
128
|
NewEdge Advisors
New Orleans,
Louisiana
|
$14.6M
|
-$78K
|
-2,271
|
-0.6%
|
|
|
129
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$14.3M
|
+$972K
|
+28,296
|
+8%
|
|
|
130
|
Goldstein Advisors
Madison,
Wisconsin
|
$14.2M
|
+$786K
|
+22,871
|
+6%
|
|
|
131
|
Strategic Financial Partners
Bend,
Oregon
|
$14M
|
-$3.48M
|
-101,433
|
-21%
|
|
|
132
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$13.8M
|
+$515K
|
+15,000
|
+4%
|
|
|
133
|
Waverly Advisors
Birmingham,
Alabama
|
$13.3M
|
+$12.7M
|
+370,607
|
New
|
|
|
134
|
Brookstone Capital Management
Wheaton,
Illinois
|
$13.2M
|
-$300K
|
-8,719
|
-2%
|
|
|
135
|
Corient Private Wealth
Miami,
Florida
|
$12.8M
|
-$1.98M
|
-57,751
|
-14%
|
|
|
136
|
Vivaldi Capital Management
Chicago,
Illinois
|
$12.6M
|
-$178K
|
-5,192
|
-1%
|
|
|
137
|
Strategic Financial Planning
Plano,
Texas
|
$12.4M
|
+$3.54K
|
+103
|
+0%
|
|
|
138
|
RFG Advisory
Birmingham,
Alabama
|
$12.3M
|
+$3.4M
|
+99,037
|
+41%
|
|
|
139
|
CGN Advisors
Manhattan,
Kansas
|
$12M
|
+$1.86M
|
+54,038
|
+19%
|
|
|
140
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$11.8M
|
-$91.2K
|
-2,655
|
-0.8%
|
|
|
141
|
Snowden Capital Advisors
New York
|
$11.7M
|
-$5.18M
|
-150,806
|
-32%
|
|
|
142
|
Trilogy Capital
Irvine,
California
|
$11.6M
|
+$5.55M
|
+161,555
|
+101%
|
|
|
143
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.5M
|
-$297K
|
-8,641
|
-3%
|
|
|
144
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$11.4M
|
+$3.54M
|
+103,006
|
+48%
|
|
|
145
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$11.2M
|
+$290K
|
+8,433
|
+3%
|
|
|
146
|
Cetera Advisors
Denver,
Colorado
|
$11.2M
|
+$2.81M
|
+81,734
|
+35%
|
|
|
147
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.2M
|
-$2.94M
|
-85,679
|
-22%
|
|
|
148
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11.2M
|
-$2.94M
|
-85,679
|
-22%
|
|
|
149
|
Citadel Advisors
Miami,
Florida
|
$11.1M
|
+$10.7M
|
+310,561
|
New
|
|
|
150
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$11.1M
|
+$196K
|
+5,695
|
+2%
|
|
