|
126
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.1M
|
+$14.7M
|
+251,635
|
+1,336%
|
|
|
127
|
Evoke Wealth
Los Angeles,
California
|
$16M
|
+$336K
|
+5,740
|
+2%
|
|
|
128
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$15.9M
|
+$2.84M
|
+48,472
|
+22%
|
|
|
129
|
25 LLC
St. Louis,
Missouri
|
$15.8M
|
+$632K
|
+10,805
|
+4%
|
|
|
130
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$15.5M
|
+$294K
|
+5,025
|
+2%
|
|
|
131
|
Morningstar Investment Services
Chicago,
Illinois
|
$15.5M
|
-$6.09M
|
-104,090
|
-28%
|
|
|
132
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$15.5M
|
+$31.8K
|
+544
|
+0.2%
|
|
|
133
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.3M
|
+$2.92M
|
+49,884
|
+24%
|
|
|
134
|
Roth Financial Partners
Kingwood,
Texas
|
$15.1M
|
+$1.22M
|
+20,925
|
+9%
|
|
|
135
|
Hassell Wealth Management
Houma,
Louisiana
|
$15M
|
+$915K
|
+15,638
|
+7%
|
|
|
136
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$14.8M
|
-$34K
|
-582
|
-0.2%
|
|
|
137
|
Montag & Associates
Atlanta,
Georgia
|
$14.8M
|
-$116K
|
-1,991
|
-0.8%
|
|
|
138
|
MML Investors Services
Springfield,
Massachusetts
|
$14.7M
|
+$885K
|
+15,129
|
+6%
|
|
|
139
|
Atria Investments
Charlotte,
North Carolina
|
$14.6M
|
-$26.3M
|
-449,732
|
-65%
|
|
|
140
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$14.6M
|
+$14.4M
|
+245,327
|
New
|
|
|
141
|
Longview Asset Management (California)
San Rafael,
California
|
$14.6M
|
+$120K
|
+2,059
|
+0.8%
|
|
|
142
|
Peirce Capital Management
The Woodlands,
Texas
|
$14.2M
|
-$1.03M
|
-17,677
|
-7%
|
|
|
143
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$14.1M
|
-$305K
|
-5,206
|
-2%
|
|
|
144
|
Family Wealth Partners
Matthews,
North Carolina
|
$14.1M
|
+$1.14M
|
+19,467
|
+9%
|
|
|
145
|
|
$14M
|
-$9.96M
|
-170,198
|
-42%
|
|
|
146
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$13.6M
|
+$1.03M
|
+17,523
|
+8%
|
|
|
147
|
AMI Investment Management
Kendallville,
Indiana
|
$13.6M
|
+$792K
|
+13,543
|
+6%
|
|
|
148
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.4M
|
+$1.55M
|
+26,473
|
+13%
|
|
|
149
|
Michael A Dubis Financial Planning
Middleton,
Wisconsin
|
$13.3M
|
+$523K
|
+8,941
|
+4%
|
|
|
150
|
Mayport LLC
Newton,
Massachusetts
|
$13.2M
|
+$1.36M
|
+23,235
|
+12%
|
|
