|
126
|
Napa Wealth Management
Napa,
California
|
$905K
|
+$165K
|
+7,143
|
+24%
|
|
|
127
|
Geneos Wealth Management
Englewood,
Colorado
|
$859K
|
-$124K
|
-5,348
|
-13%
|
|
|
128
|
Cardiff Park Advisors
Carlsbad,
California
|
$853K
|
–
|
–
|
–
|
|
|
129
|
IHT Wealth Management
Chicago,
Illinois
|
$844K
|
+$32.8K
|
+1,418
|
+4%
|
|
|
130
|
Welch & Forbes
Boston,
Massachusetts
|
$833K
|
-$46.2K
|
-2,000
|
-6%
|
|
|
131
|
UBS Group
Zurich,
Switzerland
|
$827K
|
+$781K
|
+33,778
|
New
|
|
|
132
|
Truist Financial
Charlotte,
North Carolina
|
$798K
|
-$22.7K
|
-983
|
-3%
|
|
|
133
|
Andina Capital Management
Lehi,
Utah
|
$768K
|
+$61.1K
|
+2,644
|
+9%
|
|
|
134
|
Oppenheimer & Close
New York
|
$761K
|
–
|
–
|
–
|
|
|
135
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$757K
|
+$715K
|
+30,924
|
New
|
|
|
136
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$745K
|
+$250K
|
+10,837
|
+55%
|
|
|
137
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$735K
|
–
|
–
|
–
|
|
|
138
|
D.A. Davidson & Co
Great Falls,
Montana
|
$734K
|
+$10.7K
|
+465
|
+2%
|
|
|
139
|
Creative Planning
Overland Park,
Kansas
|
$727K
|
-$271K
|
-11,744
|
-28%
|
|
|
140
|
Black Point Wealth Management
Naples,
Florida
|
$722K
|
-$25.4K
|
-1,100
|
-4%
|
|
|
141
|
Montis Financial
Waltham,
Massachusetts
|
$721K
|
+$6.93K
|
+300
|
+1%
|
|
|
142
|
Tompkins Financial
Ithaca,
New York
|
$710K
|
–
|
–
|
–
|
|
|
143
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$704K
|
-$46.2K
|
-2,000
|
-7%
|
|
|
144
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$691K
|
–
|
–
|
–
|
|
|
145
|
Valeo Financial Advisors
Carmel,
Indiana
|
$689K
|
-$8.78K
|
-380
|
-1%
|
|
|
146
|
Cresset Asset Management
Chicago,
Illinois
|
$687K
|
+$12.4K
|
+536
|
+2%
|
|
|
147
|
IPG Investment Advisors
San Diego,
California
|
$643K
|
–
|
–
|
–
|
|
|
148
|
Franklin Resources
San Mateo,
California
|
$642K
|
+$597K
|
+25,850
|
New
|
|
|
149
|
Steward Partners Investment Advisory
New York
|
$634K
|
+$13.9K
|
+600
|
+2%
|
|
|
150
|
Tradition Wealth Management
Edina,
Minnesota
|
$614K
|
–
|
–
|
–
|
|
