|
151
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1.21M
|
+$1.23M
|
+48,582
|
New
|
|
|
152
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$1.18M
|
-$44.3K
|
-1,751
|
-4%
|
|
|
153
|
Life Planning Partners
Jacksonville,
Florida
|
$1.18M
|
–
|
–
|
–
|
|
|
154
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.17M
|
-$21M
|
-829,264
|
-95%
|
|
|
155
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.15M
|
-$5.99M
|
-236,484
|
-84%
|
|
|
156
|
RBF Capital
San Francisco,
California
|
$1.14M
|
+$1.14M
|
+45,000
|
New
|
|
|
157
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.12M
|
-$6.66K
|
-263
|
-0.6%
|
|
|
158
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.11M
|
+$52.2K
|
+2,060
|
+5%
|
|
|
159
|
IFG Advisors
St. Louis,
Missouri
|
$1.1M
|
+$1.12M
|
+44,089
|
New
|
|
|
160
|
Tortoise Investment Management
White Plains,
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
161
|
VERITY Wealth Advisors
Sausalito,
United States
|
$1.09M
|
–
|
–
|
–
|
|
|
162
|
Investmark Advisory Group
Shelton,
Connecticut
|
$1M
|
+$236K
|
+9,320
|
+30%
|
|
|
163
|
IFP Advisors
Tampa,
Florida
|
$964K
|
+$860K
|
+33,968
|
+2,675%
|
|
|
164
|
HoyleCohen
San Diego,
California
|
$929K
|
–
|
–
|
–
|
|
|
165
|
NewEdge Advisors
New Orleans,
Louisiana
|
$903K
|
-$49K
|
-1,933
|
-5%
|
|
|
166
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$896K
|
+$53.2K
|
+2,102
|
+6%
|
|
|
167
|
Five Oceans Advisors
Santa Monica,
California
|
$875K
|
-$36.4K
|
-1,439
|
-4%
|
|
|
168
|
Sage Rhino Capital
Menlo Park,
California
|
$838K
|
+$6.1K
|
+241
|
+0.7%
|
|
|
169
|
Bank of America
Charlotte,
North Carolina
|
$820K
|
-$248K
|
-9,782
|
-23%
|
|
|
170
|
|
$816K
|
-$3.91M
|
-154,422
|
-83%
|
|
|
171
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$806K
|
–
|
–
|
–
|
|
|
172
|
Schubert & Co
Mckinney,
Texas
|
$786K
|
+$73.9K
|
+2,917
|
+10%
|
|
|
173
|
Belpointe Asset Management
Reno,
Nevada
|
$783K
|
+$621K
|
+24,539
|
+359%
|
|
|
174
|
Independent Wealth Network
Urbandale,
Iowa
|
$771K
|
–
|
–
|
–
|
|
|
175
|
CGN Advisors
Manhattan,
Kansas
|
$768K
|
+$98.1K
|
+3,874
|
+14%
|
|
