|
126
|
|
$18.1M
|
-$22.3M
|
-373,814
|
-55%
|
|
|
127
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$17.9M
|
+$859K
|
+14,382
|
+5%
|
|
|
128
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17.4M
|
+$579K
|
+9,699
|
+3%
|
|
|
129
|
Mayport LLC
Newton,
Massachusetts
|
$17.3M
|
+$3.16M
|
+52,893
|
+22%
|
|
|
130
|
Roth Financial Partners
Kingwood,
Texas
|
$17.2M
|
+$635K
|
+10,640
|
+4%
|
|
|
131
|
Hassell Wealth Management
Houma,
Louisiana
|
$17.1M
|
+$760K
|
+12,729
|
+5%
|
|
|
132
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$16.8M
|
+$1.06M
|
+17,813
|
+7%
|
|
|
133
|
OneAscent Financial Services
Birmingham,
Alabama
|
$16.7M
|
-$7.6M
|
-127,328
|
-31%
|
|
|
134
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$16.5M
|
+$1.34M
|
+22,452
|
+9%
|
|
|
135
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$16.4M
|
-$328K
|
-5,489
|
-2%
|
|
|
136
|
Rialto Wealth Management
Syracuse,
New York
|
$16.2M
|
+$11.8M
|
+197,915
|
+278%
|
|
|
137
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15.9M
|
+$371K
|
+6,219
|
+2%
|
|
|
138
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$15.8M
|
+$369K
|
+6,183
|
+2%
|
|
|
139
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$15.6M
|
-$23.2K
|
-388
|
-0.1%
|
|
|
140
|
Modern Wealth Management
Lenexa,
Kansas
|
$15.6M
|
+$1.19M
|
+19,970
|
+8%
|
|
|
141
|
Family Wealth Partners
Matthews,
North Carolina
|
$15.4M
|
+$777K
|
+13,008
|
+5%
|
|
|
142
|
Longview Asset Management (California)
San Rafael,
California
|
$15.3M
|
+$602K
|
+10,088
|
+4%
|
|
|
143
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$14.7M
|
+$427K
|
+7,149
|
+3%
|
|
|
144
|
Empowered Funds
Havertown,
Pennsylvania
|
$14.7M
|
+$503K
|
+8,432
|
+4%
|
|
|
145
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$14.5M
|
-$3.06M
|
-51,296
|
-17%
|
|
|
146
|
Farther Finance Advisors
San Francisco,
California
|
$14.5M
|
-$2.64M
|
-44,140
|
-15%
|
|
|
147
|
Peirce Capital Management
The Woodlands,
Texas
|
$14.3M
|
+$650K
|
+10,889
|
+5%
|
|
|
148
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$14.1M
|
+$444K
|
+7,440
|
+3%
|
|
|
149
|
Evoke Wealth
Los Angeles,
California
|
$14.1M
|
-$917K
|
-15,353
|
-6%
|
|
|
150
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$14M
|
+$750K
|
+12,563
|
+6%
|
|
