|
126
|
Parallel Advisors
San Francisco,
California
|
$314K
|
–
|
–
|
–
|
|
|
127
|
IFP Advisors
Tampa,
Florida
|
$312K
|
-$481
|
-4
|
-0.1%
|
|
|
128
|
Wharton Business Group
Malvern,
Pennsylvania
|
$310K
|
-$10.2K
|
-85
|
-3%
|
|
|
129
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$297K
|
-$8.41K
|
-70
|
-3%
|
|
|
130
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$297K
|
+$52.9K
|
+440
|
+20%
|
|
|
131
|
|
$295K
|
+$312K
|
+2,595
|
New
|
|
|
132
|
Ridgeline Wealth
Mesa,
Arizona
|
$291K
|
–
|
–
|
–
|
|
|
133
|
|
$290K
|
-$101K
|
-842
|
-25%
|
|
|
134
|
Vested Financial Planning
San Carlos,
California
|
$290K
|
-$177K
|
-1,470
|
-37%
|
|
|
135
|
Peak Retirement Planning
Columbus,
Ohio
|
$290K
|
+$306K
|
+2,549
|
New
|
|
|
136
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$285K
|
+$15K
|
+125
|
+5%
|
|
|
137
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$278K
|
–
|
–
|
–
|
|
|
138
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$278K
|
+$6.37K
|
+53
|
+2%
|
|
|
139
|
Beacon Pointe Advisors
Newport Beach,
California
|
$269K
|
-$16.9K
|
-141
|
-6%
|
|
|
140
|
Zhang Financial
Portage,
Michigan
|
$265K
|
+$281K
|
+2,334
|
New
|
|
|
141
|
Firestone Capital Management
Coral Gables,
Florida
|
$263K
|
+$721
|
+6
|
+0.3%
|
|
|
142
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$262K
|
+$9.61K
|
+80
|
+4%
|
|
|
143
|
Lodestar Private Asset Management
Alamo,
California
|
$253K
|
+$721
|
+6
|
+0.3%
|
|
|
144
|
Commerce Bank
Kansas City,
Missouri
|
$253K
|
+$267K
|
+2,224
|
New
|
|
|
145
|
Institute for Wealth Management
Denver,
Colorado
|
$250K
|
–
|
–
|
–
|
|
|
146
|
Personal CFO Solutions
Chester,
New Jersey
|
$239K
|
+$253K
|
+2,104
|
New
|
|
|
147
|
Milestone Asset Management Group
Avon,
Connecticut
|
$239K
|
-$17.8K
|
-148
|
-7%
|
|
|
148
|
Kestra Advisory Services
Austin,
Texas
|
$237K
|
+$171K
|
+1,425
|
+216%
|
|
|
149
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$219K
|
+$232K
|
+1,930
|
New
|
|
|
150
|
Retirement Capital Strategies
San Jose,
California
|
$217K
|
–
|
–
|
–
|
|
