|
151
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$1.38M
|
-$30K
|
-1,000
|
-2%
|
|
|
152
|
Bard Associates
Chicago,
Illinois
|
$1.38M
|
-$1.3M
|
-43,438
|
-46%
|
|
|
153
|
MML Investors Services
Springfield,
Massachusetts
|
$1.38M
|
-$230K
|
-7,655
|
-13%
|
|
|
154
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.37M
|
+$28.9K
|
+963
|
+2%
|
|
|
155
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.37M
|
-$73.6K
|
-2,449
|
-4%
|
|
|
156
|
Bramshill Investments
Naples,
Florida
|
$1.36M
|
-$37.1K
|
-1,236
|
-2%
|
|
|
157
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.31M
|
-$101K
|
-3,357
|
-6%
|
|
|
158
|
Diversify Advisory Services
Sandy,
Utah
|
$1.31M
|
+$202K
|
+6,730
|
+16%
|
|
|
159
|
Adams Asset Advisors
Dallas,
Texas
|
$1.29M
|
-$30.4K
|
-1,013
|
-2%
|
|
|
160
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.26M
|
-$245K
|
-8,151
|
-14%
|
|
|
161
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.23M
|
-$9.85K
|
-328
|
-0.7%
|
|
|
162
|
Caldwell Trust
Venice,
Florida
|
$1.23M
|
-$390K
|
-13,000
|
-22%
|
|
|
163
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$1.19M
|
+$27.2K
|
+907
|
+2%
|
|
|
164
|
Delphi Management
Brookline,
Massachusetts
|
$1.19M
|
+$54.9K
|
+1,828
|
+4%
|
|
|
165
|
Dynamic Technology Lab
Singapore
|
$1.14M
|
+$315K
|
+10,492
|
+32%
|
|
|
166
|
Lazard Asset Management
New York
|
$1.12M
|
+$604K
|
+20,093
|
+87%
|
|
|
167
|
Aviso Wealth Management
Bellevue,
Washington
|
$1.11M
|
+$96.7K
|
+3,218
|
+8%
|
|
|
168
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$1.11M
|
–
|
–
|
–
|
|
|
169
|
Private Advisor Group
Morristown,
New Jersey
|
$1.11M
|
-$87.6K
|
-2,915
|
-6%
|
|
|
170
|
Perigon Wealth Management
San Francisco,
California
|
$1.1M
|
+$5.68K
|
+189
|
+0.4%
|
|
|
171
|
Tempus Wealth Planning
Irvine,
California
|
$1.1M
|
+$60.1K
|
+2,000
|
+5%
|
|
|
172
|
|
$1.09M
|
–
|
–
|
–
|
|
|
173
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.08M
|
+$631
|
+21
|
+0.1%
|
|
|
174
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.07M
|
-$15K
|
-500
|
-1%
|
|
|
175
|
Williams Jones Wealth Management
New York
|
$1.06M
|
–
|
–
|
–
|
|
