|
126
|
Capasso Planning Partners
Charleston,
South Carolina
|
$4.35M
|
+$71.2K
|
+1,059
|
+2%
|
|
|
127
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$4.25M
|
+$78.9K
|
+1,173
|
+2%
|
|
|
128
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.24M
|
+$46.4K
|
+690
|
+1%
|
|
|
129
|
Cypress Point Wealth Management
Dallas,
Texas
|
$4.11M
|
+$236K
|
+3,515
|
+6%
|
|
|
130
|
Stone Summit Wealth
Miami,
Florida
|
$4.1M
|
+$3.9M
|
+58,039
|
New
|
|
|
131
|
Bull Oak Capital
San Diego,
California
|
$4.06M
|
+$3.87M
|
+57,496
|
New
|
|
|
132
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.01M
|
+$184K
|
+2,728
|
+5%
|
|
|
133
|
Private Advisor Group
Morristown,
New Jersey
|
$3.99M
|
-$977K
|
-14,518
|
-20%
|
|
|
134
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.98M
|
-$127K
|
-1,891
|
-3%
|
|
|
135
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.96M
|
+$920K
|
+13,679
|
+32%
|
|
|
136
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$3.89M
|
+$427K
|
+6,343
|
+13%
|
|
|
137
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.87M
|
-$193K
|
-2,865
|
-5%
|
|
|
138
|
MML Investors Services
Springfield,
Massachusetts
|
$3.84M
|
+$890K
|
+13,232
|
+32%
|
|
|
139
|
WealthShield Partners
Cary,
North Carolina
|
$3.77M
|
+$50.5K
|
+750
|
+1%
|
|
|
140
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.77M
|
+$947K
|
+14,082
|
+36%
|
|
|
141
|
Versant Capital Management
Phoenix,
Arizona
|
$3.71M
|
-$22.2K
|
-330
|
-0.6%
|
|
|
142
|
Fortitude Family Office
Scottsdale,
Arizona
|
$3.71M
|
+$128K
|
+1,900
|
+4%
|
|
|
143
|
Schulz Wealth
Mansfield,
Texas
|
$3.6M
|
-$29.8K
|
-443
|
-0.9%
|
|
|
144
|
Destiny Wealth Partners
Tavares,
Florida
|
$3.47M
|
+$1.28K
|
+19
|
+0%
|
|
|
145
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.42M
|
-$672K
|
-9,995
|
-17%
|
|
|
146
|
Kings Path Partners
Sugar Land,
Texas
|
$3.35M
|
+$150K
|
+2,232
|
+5%
|
|
|
147
|
Cresset Asset Management
Chicago,
Illinois
|
$3.34M
|
+$3.18M
|
+47,266
|
New
|
|
|
148
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$3.34M
|
-$15.9K
|
-236
|
-0.5%
|
|
|
149
|
Stifel Financial
St. Louis,
Missouri
|
$3.31M
|
-$233K
|
-3,461
|
-7%
|
|
|
150
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.12M
|
+$176K
|
+2,615
|
+6%
|
|
