|
151
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$261K
|
+$106K
|
+1,847
|
+64%
|
|
|
152
|
Belpointe Asset Management
Reno,
Nevada
|
$260K
|
+$269K
|
+4,706
|
New
|
|
|
153
|
Pathway Financial Advisers
Auburn,
Indiana
|
$259K
|
-$57
|
-1
|
-0%
|
|
|
154
|
Concurrent Investment Advisors
Tampa,
Florida
|
$256K
|
+$9.28K
|
+162
|
+4%
|
|
|
155
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$253K
|
+$4.87K
|
+85
|
+2%
|
|
|
156
|
Private Advisor Group
Morristown,
New Jersey
|
$248K
|
+$257K
|
+4,493
|
New
|
|
|
157
|
Creative Planning
Overland Park,
Kansas
|
$248K
|
-$17.5K
|
-305
|
-6%
|
|
|
158
|
Kestra Private Wealth Services
Austin,
Texas
|
$246K
|
+$18K
|
+314
|
+8%
|
|
|
159
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$246K
|
-$89.7K
|
-1,566
|
-26%
|
|
|
160
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$242K
|
–
|
–
|
–
|
|
|
161
|
Summit Financial
Parsippany,
New Jersey
|
$235K
|
-$6.47K
|
-113
|
-3%
|
|
|
162
|
Investment Advisory Services Group
Boca Raton,
Florida
|
$231K
|
+$240K
|
+4,189
|
New
|
|
|
163
|
Nova Wealth Management
Bonita Springs,
Florida
|
$231K
|
+$18.4K
|
+322
|
+8%
|
|
|
164
|
Montis Financial
Waltham,
Massachusetts
|
$230K
|
+$238K
|
+4,162
|
New
|
|
|
165
|
Marotta Asset Management
Charlottesville,
Virginia
|
$229K
|
–
|
–
|
–
|
|
|
166
|
Geneos Wealth Management
Englewood,
Colorado
|
$229K
|
-$35.3K
|
-616
|
-13%
|
|
|
167
|
Penobscot Wealth Management
Portland,
Maine
|
$223K
|
+$3.09K
|
+54
|
+1%
|
|
|
168
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$204K
|
-$10.7K
|
-187
|
-5%
|
|
|
169
|
Comerica Bank
Dallas,
Texas
|
$203K
|
+$744
|
+13
|
+0.4%
|
|
|
170
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$201K
|
-$4.7K
|
-82
|
-2%
|
|
|
171
|
Rogco LP
Claremore,
Oklahoma
|
$193K
|
–
|
–
|
–
|
|
|
172
|
CoreCap Advisors
Southfield,
Michigan
|
$179K
|
+$7.84K
|
+137
|
+4%
|
|
|
173
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$138K
|
+$26.2K
|
+458
|
+22%
|
|
|
174
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$135K
|
+$124K
|
+2,170
|
+778%
|
|
|
175
|
|
$120K
|
+$86.2K
|
+1,506
|
+226%
|
|
