|
126
|
Barrett & Company
Providence,
Rhode Island
|
$13.3M
|
+$346K
|
+3,774
|
+3%
|
|
|
127
|
|
$13M
|
+$13.5M
|
+146,754
|
New
|
|
|
128
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$13M
|
-$619K
|
-6,749
|
-4%
|
|
|
129
|
Enzi Wealth
Austin,
Texas
|
$12.8M
|
+$378K
|
+4,124
|
+3%
|
|
|
130
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.8M
|
+$495K
|
+5,401
|
+4%
|
|
|
131
|
White Pine Investment Company
Livonia,
Michigan
|
$12.6M
|
-$601K
|
-6,547
|
-4%
|
|
|
132
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12.6M
|
+$999K
|
+10,885
|
+8%
|
|
|
133
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$12.5M
|
+$124K
|
+1,353
|
+1%
|
|
|
134
|
Summit Global Investments
Bountiful,
Utah
|
$12.5M
|
-$467K
|
-5,086
|
-3%
|
|
|
135
|
Cresset Asset Management
Chicago,
Illinois
|
$12.4M
|
-$2.23M
|
-24,325
|
-15%
|
|
|
136
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$12.2M
|
-$4.5M
|
-49,069
|
-26%
|
|
|
137
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$12.2M
|
-$708K
|
-7,720
|
-5%
|
|
|
138
|
Tradition Wealth Management
Edina,
Minnesota
|
$12M
|
+$152K
|
+1,652
|
+1%
|
|
|
139
|
CreativeOne Wealth
Overland Park,
Kansas
|
$11.9M
|
-$320K
|
-3,493
|
-3%
|
|
|
140
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$11.8M
|
+$453K
|
+4,941
|
+4%
|
|
|
141
|
KilterHowling LLC
Boulder,
Colorado
|
$11.7M
|
+$189K
|
+2,060
|
+2%
|
|
|
142
|
Pacific Center for Financial Services
San Ramon,
California
|
$11.7M
|
+$86.2K
|
+940
|
+0.7%
|
|
|
143
|
|
$11.5M
|
+$105K
|
+1,145
|
+0.9%
|
|
|
144
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$11M
|
-$187K
|
-2,039
|
-2%
|
|
|
145
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$10.9M
|
+$40K
|
+436
|
+0.4%
|
|
|
146
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$10.9M
|
+$406K
|
+4,427
|
+4%
|
|
|
147
|
Meridian Wealth Advisors
Austin,
Texas
|
$10.8M
|
-$185K
|
-2,019
|
-2%
|
|
|
148
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10.7M
|
+$10.5M
|
+114,577
|
+1,926%
|
|
|
149
|
KWMG LLC
Overland Park,
Kansas
|
$10.6M
|
+$9.63K
|
+105
|
+0.1%
|
|
|
150
|
Global Retirement Partners
San Rafael,
California
|
$10.6M
|
+$319K
|
+3,482
|
+3%
|
|
