|
126
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$329K
|
+$309K
|
+7,192
|
New
|
|
|
127
|
Partners Wealth Management
Carmel By The Sea,
California
|
$328K
|
+$27.1K
|
+630
|
+10%
|
|
|
128
|
Berbice Capital Management
Melville,
New York
|
$328K
|
-$94.5K
|
-2,200
|
-24%
|
|
|
129
|
J.W. Cole Advisors
Tampa,
Florida
|
$320K
|
-$31.2K
|
-727
|
-9%
|
|
|
130
|
Beacon Pointe Advisors
Newport Beach,
California
|
$320K
|
+$300K
|
+6,984
|
New
|
|
|
131
|
Truist Financial
Charlotte,
North Carolina
|
$313K
|
+$25.1K
|
+584
|
+9%
|
|
|
132
|
Kerr Financial Planning
Fresno,
California
|
$310K
|
+$284K
|
+6,616
|
New
|
|
|
133
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$310K
|
+$63.1K
|
+1,468
|
+28%
|
|
|
134
|
Advocate Group
Minnetonka,
Minnesota
|
$308K
|
+$289K
|
+6,719
|
New
|
|
|
135
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$305K
|
–
|
–
|
–
|
|
|
136
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$302K
|
+$63.3K
|
+1,474
|
+29%
|
|
|
137
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$298K
|
+$87.2K
|
+2,029
|
+45%
|
|
|
138
|
Columbus Macro
New Castle,
Pennsylvania
|
$294K
|
+$276K
|
+6,426
|
New
|
|
|
139
|
Crowley Wealth Management
Wilmington,
Delaware
|
$283K
|
+$77.6K
|
+1,805
|
+41%
|
|
|
140
|
Advisory Services Network
Atlanta,
Georgia
|
$283K
|
-$4K
|
-93
|
-1%
|
|
|
141
|
Herbst Group
Westport,
Connecticut
|
$275K
|
+$43K
|
+1,000
|
+20%
|
|
|
142
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$267K
|
+$250K
|
+5,830
|
New
|
|
|
143
|
Valmark Advisers
Akron,
Ohio
|
$267K
|
–
|
–
|
–
|
|
|
144
|
Global View Capital Management
Waukesha,
Wisconsin
|
$266K
|
+$250K
|
+5,817
|
New
|
|
|
145
|
Sonata Capital Group
Seattle,
Washington
|
$253K
|
–
|
–
|
–
|
|
|
146
|
Fort Point Capital Partners
San Francisco,
California
|
$253K
|
–
|
–
|
–
|
|
|
147
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$251K
|
-$22.6K
|
-527
|
-9%
|
|
|
148
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$242K
|
+$227K
|
+5,288
|
New
|
|
|
149
|
Principal Securities
Des Moines,
Iowa
|
$236K
|
+$47.6K
|
+1,107
|
+27%
|
|
|
150
|
Investment Partners
New Philadelphia,
Ohio
|
$232K
|
+$218K
|
+5,072
|
New
|
|
