|
126
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$424K
|
–
|
–
|
–
|
|
|
127
|
Plan A Wealth
Lincoln,
Nebraska
|
$405K
|
-$175K
|
-3,637
|
-30%
|
|
|
128
|
Columbus Macro
New Castle,
Pennsylvania
|
$402K
|
+$92.2K
|
+1,913
|
+30%
|
|
|
129
|
Keystone Wealth Services
Palm Desert,
California
|
$398K
|
-$26K
|
-540
|
-6%
|
|
|
130
|
Equitable Holdings
New York
|
$394K
|
+$169K
|
+3,507
|
+75%
|
|
|
131
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$394K
|
+$28.4K
|
+589
|
+8%
|
|
|
132
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$382K
|
+$382K
|
+7,928
|
New
|
|
|
133
|
Global View Capital Management
Waukesha,
Wisconsin
|
$380K
|
+$99.5K
|
+2,065
|
+35%
|
|
|
134
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$379K
|
+$60.6K
|
+1,258
|
+19%
|
|
|
135
|
Rothschild Investment LLC
Chicago,
Illinois
|
$374K
|
–
|
–
|
–
|
|
|
136
|
Cypress Point Wealth Management
Dallas,
Texas
|
$372K
|
–
|
–
|
–
|
|
|
137
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$370K
|
–
|
–
|
–
|
|
|
138
|
Jefferies Financial Group
New York
|
$362K
|
-$95.5K
|
-1,981
|
-21%
|
|
|
139
|
Comerica Bank
Dallas,
Texas
|
$356K
|
-$4.77K
|
-99
|
-1%
|
|
|
140
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$354K
|
+$354K
|
+7,338
|
New
|
|
|
141
|
Partners Wealth Management
Carmel By The Sea,
California
|
$351K
|
+$6.03K
|
+125
|
+2%
|
|
|
142
|
Berbice Capital Management
Melville,
New York
|
$345K
|
–
|
–
|
–
|
|
|
143
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$344K
|
+$22.7K
|
+470
|
+7%
|
|
|
144
|
Center for Financial Planning
Southfied,
Michigan
|
$333K
|
+$98.9K
|
+2,051
|
+42%
|
|
|
145
|
Principal Securities
Des Moines,
Iowa
|
$332K
|
+$83.8K
|
+1,739
|
+34%
|
|
|
146
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$325K
|
+$325K
|
+6,735
|
New
|
|
|
147
|
Leo Wealth LLC
Hurst,
Texas
|
$324K
|
+$324K
|
+6,720
|
New
|
|
|
148
|
Advisory Services Network
Atlanta,
Georgia
|
$323K
|
+$24.9K
|
+517
|
+8%
|
|
|
149
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$320K
|
+$320K
|
+6,646
|
New
|
|
|
150
|
Wells Fargo
San Francisco,
California
|
$318K
|
-$29.8K
|
-619
|
-9%
|
|
