|
126
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.25M
|
-$116K
|
-1,817
|
-5%
|
|
|
127
|
Kestra Advisory Services
Austin,
Texas
|
$2.2M
|
+$254K
|
+3,962
|
+13%
|
|
|
128
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.17M
|
+$36.3K
|
+567
|
+2%
|
|
|
129
|
MGO Private Wealth
Irvine,
California
|
$2.15M
|
+$161K
|
+2,517
|
+8%
|
|
|
130
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.14M
|
-$198K
|
-3,096
|
-9%
|
|
|
131
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$2.1M
|
-$293K
|
-4,566
|
-12%
|
|
|
132
|
SBI Securities
Tokyo,
Japan
|
$2.05M
|
+$134K
|
+2,096
|
+7%
|
|
|
133
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$2M
|
+$933K
|
+14,561
|
+88%
|
|
|
134
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2M
|
+$2M
|
+31,191
|
New
|
|
|
135
|
Ballast Advisors
Woodbury,
Minnesota
|
$2M
|
-$6.99K
|
-109
|
-0.3%
|
|
|
136
|
Red Lighthouse Investment Management
New York
|
$1.95M
|
+$1.1M
|
+17,188
|
+129%
|
|
|
137
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.93M
|
+$221K
|
+3,445
|
+13%
|
|
|
138
|
Breakwater Investment Management
Seattle,
Washington
|
$1.92M
|
+$70.5K
|
+1,099
|
+4%
|
|
|
139
|
LAM Group
Lake Oswego,
Oregon
|
$1.91M
|
-$151K
|
-2,355
|
-7%
|
|
|
140
|
Veery Capital
Wilmington,
Delaware
|
$1.91M
|
-$88.6K
|
-1,382
|
-4%
|
|
|
141
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.86M
|
-$17.2K
|
-268
|
-0.9%
|
|
|
142
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.85M
|
+$84K
|
+1,311
|
+5%
|
|
|
143
|
Shore Point Advisors
Brielle,
New Jersey
|
$1.84M
|
-$161K
|
-2,509
|
-8%
|
|
|
144
|
Garde Capital
Seattle,
Washington
|
$1.83M
|
+$1.83M
|
+28,581
|
New
|
|
|
145
|
Natixis Advisors
Boston,
Massachusetts
|
$1.81M
|
+$508K
|
+7,918
|
+39%
|
|
|
146
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.73M
|
+$1.74M
|
+27,162
|
New
|
|
|
147
|
BNP Paribas
Paris,
France
|
$1.72M
|
+$315K
|
+4,909
|
+22%
|
|
|
148
|
Morningstar Investment Services
Chicago,
Illinois
|
$1.7M
|
-$5.08M
|
-79,290
|
-75%
|
|
|
149
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$1.61M
|
-$17.9K
|
-279
|
-1%
|
|
|
150
|
K2 Financial
Glendora,
California
|
$1.57M
|
+$56.7K
|
+885
|
+4%
|
|
