|
126
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$889K
|
+$185K
|
+7,875
|
+27%
|
|
|
127
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$879K
|
–
|
–
|
–
|
|
|
128
|
IHT Wealth Management
Chicago,
Illinois
|
$872K
|
+$365K
|
+15,575
|
+74%
|
|
|
129
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$834K
|
-$2.99M
|
-127,540
|
-78%
|
|
|
130
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$830K
|
–
|
–
|
–
|
|
|
131
|
Advisornet Financial
Minnetonka,
Minnesota
|
$826K
|
+$158K
|
+6,715
|
+24%
|
|
|
132
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$789K
|
+$9.15K
|
+390
|
+1%
|
|
|
133
|
Weatherly Asset Management
Del Mar,
California
|
$769K
|
-$704
|
-30
|
-0.1%
|
|
|
134
|
Webster Bank
Waterbury,
Connecticut
|
$765K
|
+$756K
|
+32,225
|
New
|
|
|
135
|
Cetera Advisors
Denver,
Colorado
|
$756K
|
+$161K
|
+6,850
|
+27%
|
|
|
136
|
Truepoint Inc
Cincinnati,
Ohio
|
$730K
|
+$32.6K
|
+1,390
|
+5%
|
|
|
137
|
Stifel Financial
St. Louis,
Missouri
|
$727K
|
-$32.8K
|
-1,400
|
-4%
|
|
|
138
|
Ken Stern & Associates
San Diego,
California
|
$718K
|
–
|
–
|
–
|
|
|
139
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$673K
|
-$25K
|
-1,065
|
-4%
|
|
|
140
|
Perigon Wealth Management
San Francisco,
California
|
$667K
|
+$659K
|
+28,080
|
New
|
|
|
141
|
HC Financial Advisors
Lafayette,
California
|
$657K
|
-$128K
|
-5,450
|
-16%
|
|
|
142
|
Founders Capital Management (Texas)
Houston,
Texas
|
$654K
|
–
|
–
|
–
|
|
|
143
|
Global Retirement Partners
San Rafael,
California
|
$621K
|
+$200K
|
+8,540
|
+48%
|
|
|
144
|
Private Capital Group
West Hartford,
Connecticut
|
$616K
|
–
|
–
|
–
|
|
|
145
|
Creative Planning
Overland Park,
Kansas
|
$598K
|
-$70.3K
|
-2,995
|
-11%
|
|
|
146
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$598K
|
+$8.33K
|
+355
|
+1%
|
|
|
147
|
AIMZ Investment Advisors
Los Altos,
California
|
$594K
|
–
|
–
|
–
|
|
|
148
|
L & S Advisors
Los Angeles,
California
|
$594K
|
+$293K
|
+12,500
|
+100%
|
|
|
149
|
ETrade Capital Management
Arlington,
Virginia
|
$574K
|
+$66.3K
|
+2,825
|
+13%
|
|
|
150
|
WealthPLAN Partners
Omaha,
Nebraska
|
$573K
|
+$1.52K
|
+65
|
+0.2%
|
|
