|
126
|
Equitable Holdings
New York
|
$439K
|
+$48.4K
|
+964
|
+12%
|
|
|
127
|
Central Valley Advisors
Sacramento,
California
|
$439K
|
+$473K
|
+9,428
|
New
|
|
|
128
|
Shira Ridge Wealth Management
Larkspur,
California
|
$431K
|
-$3.79M
|
-75,487
|
-89%
|
|
|
129
|
Matisse Capital
Portland,
Oregon
|
$408K
|
-$12.1K
|
-241
|
-3%
|
|
|
130
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$397K
|
+$95.1K
|
+1,894
|
+28%
|
|
|
131
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$394K
|
+$353K
|
+7,028
|
+491%
|
|
|
132
|
Principal Securities
Des Moines,
Iowa
|
$392K
|
+$76.7K
|
+1,529
|
+22%
|
|
|
133
|
Keystone Wealth Services
Palm Desert,
California
|
$387K
|
+$2.66K
|
+53
|
+0.6%
|
|
|
134
|
Berbice Capital Management
Melville,
New York
|
$384K
|
+$55.2K
|
+1,100
|
+15%
|
|
|
135
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$377K
|
+$407K
|
+8,111
|
New
|
|
|
136
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$377K
|
–
|
–
|
–
|
|
|
137
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$373K
|
–
|
–
|
–
|
|
|
138
|
Plan A Wealth
Lincoln,
Nebraska
|
$372K
|
-$20.9K
|
-416
|
-5%
|
|
|
139
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$370K
|
+$30.5K
|
+608
|
+8%
|
|
|
140
|
Avior Wealth Management
Omaha,
Nebraska
|
$367K
|
+$395K
|
+7,880
|
New
|
|
|
141
|
Rothschild Investment LLC
Chicago,
Illinois
|
$362K
|
–
|
–
|
–
|
|
|
142
|
Cypress Point Wealth Management
Dallas,
Texas
|
$359K
|
–
|
–
|
–
|
|
|
143
|
NewEdge Advisors
New Orleans,
Louisiana
|
$355K
|
-$502K
|
-9,995
|
-57%
|
|
|
144
|
Truist Financial
Charlotte,
North Carolina
|
$346K
|
+$49.7K
|
+991
|
+15%
|
|
|
145
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$339K
|
–
|
–
|
–
|
|
|
146
|
Kerr Financial Planning
Fresno,
California
|
$338K
|
–
|
–
|
–
|
|
|
147
|
Partners Wealth Management
Carmel By The Sea,
California
|
$335K
|
-$3.76K
|
-75
|
-1%
|
|
|
148
|
Western Wealth Management
Golden,
Colorado
|
$332K
|
+$127K
|
+2,536
|
+55%
|
|
|
149
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$330K
|
-$2.01K
|
-40
|
-0.6%
|
|
|
150
|
Leo Wealth LLC
Hurst,
Texas
|
$327K
|
+$15.9K
|
+316
|
+5%
|
|
