|
126
|
Financial Management Professionals
Austin,
Texas
|
$7.4M
|
+$7.46M
|
+103,618
|
New
|
|
|
127
|
Truist Financial
Charlotte,
North Carolina
|
$7.31M
|
-$1.82M
|
-25,273
|
-20%
|
|
|
128
|
Breakwater Investment Management
Seattle,
Washington
|
$7.08M
|
+$701K
|
+9,737
|
+11%
|
|
|
129
|
Tempus Wealth Planning
Irvine,
California
|
$6.94M
|
+$440K
|
+6,119
|
+7%
|
|
|
130
|
SFG Wealth Management
Towson,
Maryland
|
$6.9M
|
-$632K
|
-8,783
|
-8%
|
|
|
131
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$6.82M
|
+$166K
|
+2,309
|
+2%
|
|
|
132
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$6.76M
|
-$23.5K
|
-326
|
-0.3%
|
|
|
133
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$6.68M
|
+$6.73M
|
+93,542
|
New
|
|
|
134
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$6.67M
|
+$119K
|
+1,654
|
+2%
|
|
|
135
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$6.31M
|
+$5.14M
|
+71,426
|
+421%
|
|
|
136
|
Sterneck Capital Management
Kansas City,
Missouri
|
$6.21M
|
-$181K
|
-2,521
|
-3%
|
|
|
137
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.16M
|
+$682K
|
+9,482
|
+12%
|
|
|
138
|
Treynor Bancshares
Treynor,
Iowa
|
$6.13M
|
-$570K
|
-7,926
|
-8%
|
|
|
139
|
Cary Street Partners
Richmond,
Virginia
|
$6.12M
|
+$6.17M
|
+85,699
|
New
|
|
|
140
|
UBS Group
Zurich,
Switzerland
|
$6.12M
|
-$90.4K
|
-1,256
|
-1%
|
|
|
141
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$6.1M
|
+$6.15M
|
+85,402
|
New
|
|
|
142
|
Fidelity Investments
Boston,
Massachusetts
|
$6.08M
|
+$971K
|
+13,488
|
+19%
|
|
|
143
|
Cabot Wealth Management
Salem,
Massachusetts
|
$6.07M
|
-$314K
|
-4,368
|
-5%
|
|
|
144
|
Capital Group Private Client Services
Los Angeles,
California
|
$6.07M
|
–
|
–
|
–
|
|
|
145
|
Savant Capital
Rockford,
Illinois
|
$6.06M
|
-$450K
|
-6,250
|
-7%
|
|
|
146
|
Mutual Advisors
Omaha,
Nebraska
|
$6.04M
|
-$41.5K
|
-577
|
-0.7%
|
|
|
147
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$5.96M
|
+$294K
|
+4,089
|
+5%
|
|
|
148
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5.9M
|
-$822K
|
-11,421
|
-12%
|
|
|
149
|
KWB Wealth
Redlands,
California
|
$5.87M
|
-$1.14M
|
-15,782
|
-16%
|
|
|
150
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.74M
|
-$1.62M
|
-22,547
|
-22%
|
|
