|
126
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$7.9M
|
+$4.58M
|
+52,780
|
+151%
|
|
|
127
|
Kestra Advisory Services
Austin,
Texas
|
$7.81M
|
+$1.97M
|
+22,635
|
+35%
|
|
|
128
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.8M
|
+$529K
|
+6,092
|
+8%
|
|
|
129
|
Beta Wealth Group
San Diego,
California
|
$7.29M
|
+$218K
|
+2,513
|
+3%
|
|
|
130
|
Apeiron RIA
Dallas,
Texas
|
$7.25M
|
-$457K
|
-5,263
|
-6%
|
|
|
131
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$7.16M
|
+$227K
|
+2,614
|
+3%
|
|
|
132
|
Lumbard & Kellner
Hollis,
New Hampshire
|
$7.12M
|
-$92.2K
|
-1,062
|
-1%
|
|
|
133
|
CRA Financial Services
Northfield,
New Jersey
|
$7.09M
|
+$2.48M
|
+28,560
|
+57%
|
|
|
134
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$7.02M
|
-$47.3K
|
-544
|
-0.7%
|
|
|
135
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$7M
|
-$234K
|
-2,692
|
-3%
|
|
|
136
|
Linscomb Wealth
Houston,
Texas
|
$6.97M
|
-$54K
|
-622
|
-0.8%
|
|
|
137
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$6.9M
|
-$26.1K
|
-301
|
-0.4%
|
|
|
138
|
Vanguard Group
Malvern,
Pennsylvania
|
$6.8M
|
+$1.23M
|
+14,169
|
+23%
|
|
|
139
|
Precedent Wealth Partners
Houston,
Texas
|
$6.73M
|
+$971K
|
+11,183
|
+18%
|
|
|
140
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$6.68M
|
+$251K
|
+2,894
|
+4%
|
|
|
141
|
Cary Street Partners
Richmond,
Virginia
|
$6.57M
|
+$2.63M
|
+30,319
|
+71%
|
|
|
142
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$6.56M
|
+$744K
|
+8,560
|
+13%
|
|
|
143
|
&Partners
Nashville,
Tennessee
|
$6.5M
|
+$1.8M
|
+20,767
|
+40%
|
|
|
144
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6.44M
|
+$73.1K
|
+841
|
+1%
|
|
|
145
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$6.29M
|
-$58.7K
|
-676
|
-1%
|
|
|
146
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$6.25M
|
+$247K
|
+2,843
|
+4%
|
|
|
147
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$6.12M
|
+$49.7K
|
+572
|
+0.9%
|
|
|
148
|
Gotham Asset Management
New York
|
$6.02M
|
–
|
–
|
–
|
|
|
149
|
MAI Capital Management
Independence,
Ohio
|
$5.95M
|
+$5.28M
|
+60,805
|
+1,151%
|
|
|
150
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.94M
|
-$4.86M
|
-55,974
|
-46%
|
|
