|
126
|
WT Wealth Management
Scottsdale,
Arizona
|
$3.45M
|
+$1.7M
|
+33,708
|
+98%
|
|
|
127
|
Avidian Wealth Enterprises
Houston,
Texas
|
$3.05M
|
-$257K
|
-5,085
|
-8%
|
|
|
128
|
Ceera Investments
Bellaire,
Texas
|
$3.01M
|
+$3M
|
+59,330
|
New
|
|
|
129
|
|
$2.99M
|
-$8.81M
|
-174,236
|
-75%
|
|
|
130
|
Parkworth Wealth Management
Los Gatos,
California
|
$2.92M
|
+$2.92M
|
+57,666
|
New
|
|
|
131
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$2.85M
|
-$25.1K
|
-496
|
-0.9%
|
|
|
132
|
TownSquare Capital
Provo,
Utah
|
$2.8M
|
-$125K
|
-2,479
|
-4%
|
|
|
133
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.78M
|
+$485K
|
+9,592
|
+21%
|
|
|
134
|
Creative Planning
Overland Park,
Kansas
|
$2.75M
|
+$135K
|
+2,672
|
+5%
|
|
|
135
|
Integral Investment Advisors
Turlock,
California
|
$2.74M
|
+$264K
|
+5,211
|
+11%
|
|
|
136
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$2.66M
|
-$1.23M
|
-24,234
|
-32%
|
|
|
137
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$2.61M
|
-$6.32K
|
-125
|
-0.2%
|
|
|
138
|
Peterson Wealth Advisors
Orem,
Utah
|
$2.59M
|
-$120K
|
-2,379
|
-4%
|
|
|
139
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.58M
|
-$90.4K
|
-1,787
|
-3%
|
|
|
140
|
Wealth Architects
Mountain View,
California
|
$2.58M
|
+$386K
|
+7,633
|
+18%
|
|
|
141
|
Zacks Investment Management
Chicago,
Illinois
|
$2.53M
|
-$19.6K
|
-387
|
-0.8%
|
|
|
142
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$2.47M
|
+$557K
|
+11,025
|
+29%
|
|
|
143
|
Belpointe Asset Management
Reno,
Nevada
|
$2.47M
|
-$126K
|
-2,483
|
-5%
|
|
|
144
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.46M
|
+$84.3K
|
+1,667
|
+4%
|
|
|
145
|
Michels Family Financial
Fort Worth,
Texas
|
$2.45M
|
-$79.6K
|
-1,574
|
-3%
|
|
|
146
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$2.44M
|
-$238K
|
-4,700
|
-9%
|
|
|
147
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.4M
|
+$204K
|
+4,031
|
+9%
|
|
|
148
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$2.37M
|
-$316K
|
-6,241
|
-12%
|
|
|
149
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$2.36M
|
+$2.35M
|
+46,504
|
New
|
|
|
150
|
Zhang Financial
Portage,
Michigan
|
$2.31M
|
+$410K
|
+8,110
|
+22%
|
|
