|
101
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.32M
|
-$114K
|
-3,322
|
-5%
|
|
|
102
|
Cabot Wealth Management
Salem,
Massachusetts
|
$2.31M
|
+$84.2K
|
+2,449
|
+4%
|
|
|
103
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.31M
|
-$99.4K
|
-2,890
|
-4%
|
|
|
104
|
Cetera Advisors
Denver,
Colorado
|
$2.27M
|
+$1.91M
|
+55,494
|
+713%
|
|
|
105
|
Falcon Wealth Planning
Ontario,
California
|
$2.24M
|
-$215K
|
-6,239
|
-9%
|
|
|
106
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$2.17M
|
–
|
–
|
–
|
|
|
107
|
Elmwood Wealth Management
Berkeley,
California
|
$2.11M
|
+$1.69M
|
+49,069
|
+495%
|
|
|
108
|
TAP Consulting
Kirkwood,
Missouri
|
$2.08M
|
-$131K
|
-3,810
|
-6%
|
|
|
109
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.08M
|
-$10.9K
|
-317
|
-0.5%
|
|
|
110
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2M
|
–
|
–
|
–
|
|
|
111
|
Noble Family Wealth
Clearwater,
Florida
|
$1.97M
|
-$100K
|
-2,920
|
-5%
|
|
|
112
|
Traveka Wealth
Los Altos,
California
|
$1.93M
|
+$128K
|
+3,716
|
+7%
|
|
|
113
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.73M
|
-$13.1K
|
-380
|
-0.8%
|
|
|
114
|
Seneca Financial Advisors
Rochester,
New York
|
$1.68M
|
+$12.2K
|
+355
|
+0.8%
|
|
|
115
|
Christensen King & Associates Investment Services
Richland,
Washington
|
$1.66M
|
-$21.8K
|
-633
|
-1%
|
|
|
116
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$1.65M
|
-$199K
|
-5,782
|
-11%
|
|
|
117
|
US Bancorp
Minneapolis,
Minnesota
|
$1.61M
|
-$106K
|
-3,075
|
-6%
|
|
|
118
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.56M
|
+$27.3K
|
+793
|
+2%
|
|
|
119
|
Integris Wealth Management
Monterey,
California
|
$1.53M
|
-$24.9K
|
-724
|
-2%
|
|
|
120
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.53M
|
-$30.4K
|
-885
|
-2%
|
|
|
121
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$1.42M
|
-$68.8K
|
-2,000
|
-5%
|
|
|
122
|
Natixis Advisors
Boston,
Massachusetts
|
$1.42M
|
-$552K
|
-16,056
|
-29%
|
|
|
123
|
Stone Summit Wealth
Miami,
Florida
|
$1.41M
|
+$134K
|
+3,900
|
+11%
|
|
|
124
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.34M
|
+$593K
|
+17,244
|
+86%
|
|
|
125
|
American Financial & Tax Strategies
New York
|
$1.33M
|
+$1.28M
|
+37,180
|
New
|
|
