|
126
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.42M
|
-$1.08M
|
-43,723
|
-19%
|
|
|
127
|
Guardian Financial Partners
Orange,
California
|
$4.37M
|
+$4.52M
|
+182,657
|
New
|
|
|
128
|
St Louis Trust
Saint Louis,
Missouri
|
$4.31M
|
–
|
–
|
–
|
|
|
129
|
Parallel Advisors
San Francisco,
California
|
$4.1M
|
-$11.5K
|
-464
|
-0.3%
|
|
|
130
|
CX Institutional
Auburn,
Indiana
|
$4.07M
|
–
|
–
|
–
|
|
|
131
|
Pioneer Wealth Management Group
Austin,
Texas
|
$4.04M
|
-$512K
|
-20,659
|
-11%
|
|
|
132
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.01M
|
-$40.3K
|
-1,626
|
-1%
|
|
|
133
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.99M
|
+$124K
|
+5,018
|
+3%
|
|
|
134
|
WBH Advisory
Baltimore,
Maryland
|
$3.92M
|
+$225K
|
+9,096
|
+6%
|
|
|
135
|
Wakefield Asset Management
Englewood,
Colorado
|
$3.92M
|
-$217K
|
-8,748
|
-5%
|
|
|
136
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.92M
|
-$162K
|
-6,549
|
-4%
|
|
|
137
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.92M
|
-$162K
|
-6,549
|
-4%
|
|
|
138
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$3.81M
|
+$76.9K
|
+3,104
|
+2%
|
|
|
139
|
Tradition Wealth Management
Edina,
Minnesota
|
$3.79M
|
+$11.7K
|
+473
|
+0.3%
|
|
|
140
|
Zacks Investment Management
Chicago,
Illinois
|
$3.76M
|
+$289K
|
+11,651
|
+8%
|
|
|
141
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.75M
|
-$98.3K
|
-3,971
|
-2%
|
|
|
142
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$3.72M
|
-$161K
|
-6,518
|
-4%
|
|
|
143
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.43M
|
+$994K
|
+40,140
|
+39%
|
|
|
144
|
Destination Wealth Management
Walnut Creek,
California
|
$3.33M
|
-$554K
|
-22,352
|
-14%
|
|
|
145
|
Strategic Financial Planning
Plano,
Texas
|
$3.3M
|
-$87.7K
|
-3,539
|
-2%
|
|
|
146
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$3.29M
|
-$149K
|
-6,032
|
-4%
|
|
|
147
|
PrairieView Partners
St. Paul,
Minnesota
|
$3.27M
|
-$227K
|
-9,155
|
-6%
|
|
|
148
|
MYeCFO
La Jolla,
California
|
$3.21M
|
-$68K
|
-2,746
|
-2%
|
|
|
149
|
Oak Family Advisors
Chicago,
Illinois
|
$3.2M
|
-$962K
|
-38,860
|
-23%
|
|
|
150
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$3.12M
|
-$95.5K
|
-3,855
|
-3%
|
|
