|
126
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$858K
|
+$68.9K
|
+1,537
|
+9%
|
|
|
127
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$844K
|
+$11.6K
|
+260
|
+1%
|
|
|
128
|
RWA Wealth Partners
Newton,
Massachusetts
|
$841K
|
–
|
–
|
–
|
|
|
129
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$829K
|
+$227K
|
+5,057
|
+39%
|
|
|
130
|
Financial Life Advisors
San Antonio,
Texas
|
$816K
|
–
|
–
|
–
|
|
|
131
|
Creative Planning
Overland Park,
Kansas
|
$808K
|
+$20.6K
|
+459
|
+3%
|
|
|
132
|
Little House Capital
Braintree,
Massachusetts
|
$802K
|
+$30.1K
|
+672
|
+4%
|
|
|
133
|
Aprio Wealth Management
Atlanta,
Georgia
|
$786K
|
+$472K
|
+10,540
|
+157%
|
|
|
134
|
Oppenheimer & Co
New York
|
$785K
|
-$24.7K
|
-551
|
-3%
|
|
|
135
|
Advisornet Financial
Minnetonka,
Minnesota
|
$782K
|
-$134
|
-3
|
-0%
|
|
|
136
|
Idaho Trust Bank
Boise,
Idaho
|
$769K
|
-$51.9K
|
-1,158
|
-6%
|
|
|
137
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$763K
|
–
|
–
|
–
|
|
|
138
|
Stokes Family Office
New Orleans,
Louisiana
|
$749K
|
-$66.8K
|
-1,490
|
-8%
|
|
|
139
|
Omega Financial Group
Santa Barbara,
California
|
$743K
|
-$10.1K
|
-225
|
-1%
|
|
|
140
|
Signal Advisors Wealth
Detroit,
Michigan
|
$738K
|
-$36.8K
|
-822
|
-5%
|
|
|
141
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$735K
|
+$45.4K
|
+1,014
|
+7%
|
|
|
142
|
Dopkins Wealth Management
Williamsville,
New York
|
$721K
|
+$467K
|
+10,428
|
+193%
|
|
|
143
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$710K
|
-$13.2K
|
-294
|
-2%
|
|
|
144
|
Fairway Wealth
Independence,
Ohio
|
$705K
|
-$33.9K
|
-757
|
-5%
|
|
|
145
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$667K
|
+$11.4K
|
+255
|
+2%
|
|
|
146
|
Edgestream Partners
Princeton,
New Jersey
|
$650K
|
-$437K
|
-9,743
|
-41%
|
|
|
147
|
One Wealth Advisors
San Francisco,
California
|
$649K
|
-$177K
|
-3,940
|
-22%
|
|
|
148
|
Level Four Advisory Services
Dallas,
Texas
|
$640K
|
-$46.6K
|
-1,040
|
-7%
|
|
|
149
|
SEI Investments
Oaks,
Pennsylvania
|
$629K
|
+$9.23K
|
+206
|
+2%
|
|
|
150
|
Rockefeller Capital Management
New York
|
$627K
|
-$432K
|
-9,633
|
-41%
|
|
