|
151
|
Financial Management Network
Mission Viejo,
California
|
$1.45M
|
+$393K
|
+7,714
|
+31%
|
|
|
152
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.44M
|
-$26K
|
-510
|
-2%
|
|
|
153
|
Truist Financial
Charlotte,
North Carolina
|
$1.43M
|
-$96.3K
|
-1,890
|
-6%
|
|
|
154
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.42M
|
+$77.7K
|
+1,524
|
+6%
|
|
|
155
|
EP Wealth Advisors
Torrance,
California
|
$1.41M
|
-$178K
|
-3,498
|
-11%
|
|
|
156
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.41M
|
-$43.1K
|
-846
|
-3%
|
|
|
157
|
Financial Advisory Partners
Winter Park,
Florida
|
$1.4M
|
-$174K
|
-3,412
|
-11%
|
|
|
158
|
Fidelity Investments
Boston,
Massachusetts
|
$1.34M
|
+$83.8K
|
+1,644
|
+6%
|
|
|
159
|
Cadence Bank
Tupelo,
Mississippi
|
$1.34M
|
-$190K
|
-3,722
|
-12%
|
|
|
160
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.34M
|
+$1.43K
|
+28
|
+0.1%
|
|
|
161
|
WealthShield Partners
Cary,
North Carolina
|
$1.33M
|
+$79.6K
|
+1,562
|
+6%
|
|
|
162
|
Harbour Investments
Madison,
Wisconsin
|
$1.33M
|
+$70.8K
|
+1,390
|
+5%
|
|
|
163
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$1.33M
|
-$183K
|
-3,594
|
-12%
|
|
|
164
|
Mather Group
Chicago,
Illinois
|
$1.32M
|
-$70K
|
-1,374
|
-5%
|
|
|
165
|
Opes Wealth Management
Menlo Park,
California
|
$1.3M
|
+$2.55K
|
+50
|
+0.2%
|
|
|
166
|
Comerica Bank
Dallas,
Texas
|
$1.26M
|
-$18.8K
|
-369
|
-1%
|
|
|
167
|
Financial Engines Advisors
Santa Clara,
California
|
$1.25M
|
+$1.94K
|
+38
|
+0.2%
|
|
|
168
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$1.24M
|
+$81.5K
|
+1,600
|
+7%
|
|
|
169
|
Principle Wealth Partners
Madison,
Connecticut
|
$1.23M
|
–
|
–
|
–
|
|
|
170
|
IMS Capital Management
Portland,
Oregon
|
$1.18M
|
-$76.5K
|
-1,500
|
-6%
|
|
|
171
|
Pacific Sun Financial
Los Angeles,
California
|
$1.15M
|
+$30.6K
|
+600
|
+3%
|
|
|
172
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.15M
|
-$58.6K
|
-1,150
|
-5%
|
|
|
173
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.14M
|
+$1.17M
|
+23,039
|
New
|
|
|
174
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.14M
|
+$55.2K
|
+1,084
|
+5%
|
|
|
175
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.11M
|
+$50.7K
|
+994
|
+5%
|
|
