|
126
|
Miller Global Investments
Dallas,
Texas
|
$558K
|
+$196K
|
+5,027
|
+40%
|
|
|
127
|
CIBC Bancorp USA
Chicago,
Illinois
|
$555K
|
–
|
–
|
–
|
|
|
128
|
Concentrum Wealth Management
San Jose,
California
|
$547K
|
-$152K
|
-3,896
|
-19%
|
|
|
129
|
Next Level Wealth Planning
Meridian,
Idaho
|
$533K
|
+$43K
|
+1,104
|
+7%
|
|
|
130
|
LPL Financial
San Diego,
California
|
$528K
|
+$99.4K
|
+2,551
|
+18%
|
|
|
131
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$526K
|
+$53.7K
|
+1,378
|
+9%
|
|
|
132
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$524K
|
+$264K
|
+6,780
|
+78%
|
|
|
133
|
CreativeOne Wealth
Overland Park,
Kansas
|
$512K
|
-$1.02M
|
-26,262
|
-62%
|
|
|
134
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$505K
|
-$65K
|
-1,668
|
-10%
|
|
|
135
|
RFG Holdings
Argyle,
Texas
|
$501K
|
+$6.47K
|
+166
|
+1%
|
|
|
136
|
Atria Investments
Charlotte,
North Carolina
|
$499K
|
-$728K
|
-18,675
|
-54%
|
|
|
137
|
Financial Guidance Group
Palm Harbor,
Florida
|
$496K
|
+$15K
|
+386
|
+3%
|
|
|
138
|
Echo45 Advisors
Walnut Creek,
California
|
$489K
|
-$90.5K
|
-2,321
|
-13%
|
|
|
139
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$479K
|
+$46.2K
|
+1,185
|
+9%
|
|
|
140
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$477K
|
+$6.16K
|
+158
|
+1%
|
|
|
141
|
NewEdge Advisors
New Orleans,
Louisiana
|
$476K
|
-$102K
|
-2,628
|
-15%
|
|
|
142
|
Morton Capital Management
Calabasas,
California
|
$474K
|
+$6.9K
|
+177
|
+1%
|
|
|
143
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$473K
|
+$69K
|
+1,771
|
+14%
|
|
|
144
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$471K
|
-$1.36K
|
-35
|
-0.2%
|
|
|
145
|
Rockefeller Capital Management
New York
|
$461K
|
–
|
–
|
–
|
|
|
146
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$452K
|
+$49.1K
|
+1,261
|
+10%
|
|
|
147
|
Lido Advisors
Los Angeles,
California
|
$451K
|
-$6.35K
|
-163
|
-1%
|
|
|
148
|
Appalachian Capital Management
St Clairsville,
Ohio
|
$438K
|
+$209K
|
+5,350
|
+64%
|
|
|
149
|
CRA Financial Services
Northfield,
New Jersey
|
$431K
|
+$4.87K
|
+125
|
+0.9%
|
|
|
150
|
Choate Investment Advisors
Boston,
Massachusetts
|
$423K
|
+$68.8K
|
+1,765
|
+15%
|
|
