|
151
|
First American Trust
Santa Ana,
California
|
$5.07M
|
+$281K
|
+2,661
|
+6%
|
|
|
152
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.06M
|
-$326K
|
-3,088
|
-6%
|
|
|
153
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$5.06M
|
+$1.68M
|
+15,856
|
+50%
|
|
|
154
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$5.03M
|
-$75.2K
|
-711
|
-1%
|
|
|
155
|
Private Wealth Management Group
Princeton,
New Jersey
|
$5.01M
|
-$333K
|
-3,152
|
-6%
|
|
|
156
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$4.94M
|
+$80.4K
|
+761
|
+2%
|
|
|
157
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.9M
|
-$87.1K
|
-824
|
-2%
|
|
|
158
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.85M
|
+$1.14M
|
+10,757
|
+31%
|
|
|
159
|
Prospera Financial Services
Dallas,
Texas
|
$4.76M
|
+$245K
|
+2,317
|
+5%
|
|
|
160
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$4.75M
|
–
|
–
|
–
|
|
|
161
|
Lindenwold Advisors
Reading,
Pennsylvania
|
$4.7M
|
-$426K
|
-4,026
|
-8%
|
|
|
162
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$4.68M
|
-$174K
|
-1,642
|
-4%
|
|
|
163
|
Kestra Advisory Services
Austin,
Texas
|
$4.66M
|
+$103K
|
+971
|
+2%
|
|
|
164
|
Bailard
Foster City,
California
|
$4.65M
|
+$1.79M
|
+16,900
|
+62%
|
|
|
165
|
Charles Schwab Trust
Henderson,
Nevada
|
$4.6M
|
+$1.12M
|
+10,593
|
+32%
|
|
|
166
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$4.6M
|
-$274K
|
-2,589
|
-6%
|
|
|
167
|
Horiko Capital Management
New York
|
$4.55M
|
–
|
–
|
–
|
|
|
168
|
Durante & Waters
Brewster,
New York
|
$4.53M
|
-$54.1K
|
-512
|
-1%
|
|
|
169
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.52M
|
+$4.53M
|
+42,846
|
New
|
|
|
170
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$4.48M
|
-$119K
|
-1,130
|
-3%
|
|
|
171
|
Fairview Capital Investment Management
Greenbrae,
California
|
$4.42M
|
–
|
–
|
–
|
|
|
172
|
Truist Financial
Charlotte,
North Carolina
|
$4.28M
|
-$3.11M
|
-29,376
|
-42%
|
|
|
173
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$4.27M
|
+$488K
|
+4,616
|
+13%
|
|
|
174
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$4.21M
|
-$1.59K
|
-15
|
-0%
|
|
|
175
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.12M
|
+$932K
|
+8,812
|
+29%
|
|
