|
151
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$1.77M
|
+$1.82M
|
+46,419
|
New
|
|
|
152
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.73M
|
+$61.9K
|
+1,578
|
+4%
|
|
|
153
|
Cetera Advisor Networks
El Segundo,
California
|
$1.68M
|
+$104K
|
+2,652
|
+6%
|
|
|
154
|
Copperwynd Financial
Scottsdale,
Arizona
|
$1.67M
|
-$54.8K
|
-1,397
|
-3%
|
|
|
155
|
WFA of San Diego
San Diego,
California
|
$1.59M
|
-$227K
|
-5,791
|
-12%
|
|
|
156
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.58M
|
+$1.63M
|
+41,575
|
New
|
|
|
157
|
Richard Bernstein Advisors
New York
|
$1.51M
|
-$62.5K
|
-1,593
|
-4%
|
|
|
158
|
Petix & Botte Financial
La Mesa,
California
|
$1.47M
|
+$760K
|
+19,355
|
+100%
|
|
|
159
|
Cresset Asset Management
Chicago,
Illinois
|
$1.46M
|
+$1.5M
|
+38,250
|
New
|
|
|
160
|
Mangham Associates
Charlottesville,
Virginia
|
$1.42M
|
+$255K
|
+6,500
|
+21%
|
|
|
161
|
Oppenheimer & Co
New York
|
$1.38M
|
+$159K
|
+4,058
|
+13%
|
|
|
162
|
Atria Investments
Charlotte,
North Carolina
|
$1.35M
|
+$49.3K
|
+1,255
|
+4%
|
|
|
163
|
Financial Sense Advisors
San Diego,
California
|
$1.33M
|
+$432K
|
+11,000
|
+46%
|
|
|
164
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.3M
|
+$2.59K
|
+66
|
+0.2%
|
|
|
165
|
Essex Financial Services
Essex,
Connecticut
|
$1.26M
|
+$487K
|
+12,398
|
+60%
|
|
|
166
|
Gradient Capital Advisors
San Diego,
California
|
$1.22M
|
+$29K
|
+740
|
+2%
|
|
|
167
|
Creative Planning
Overland Park,
Kansas
|
$1.18M
|
+$7.58K
|
+193
|
+0.6%
|
|
|
168
|
Leo Brokerage
Hurst,
Texas
|
$1.12M
|
-$4.99K
|
-127
|
-0.4%
|
|
|
169
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.09M
|
+$1.13M
|
+28,711
|
New
|
|
|
170
|
SWMG LLC
Fort Worth,
Texas
|
$1.09M
|
+$143K
|
+3,635
|
+15%
|
|
|
171
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.06M
|
+$32.4K
|
+825
|
+3%
|
|
|
172
|
Tocqueville Asset Management
New York
|
$1.05M
|
+$2.24K
|
+57
|
+0.2%
|
|
|
173
|
Valicenti Advisory Services
Elmira,
New York
|
$1.01M
|
+$1.04M
|
+26,459
|
New
|
|
|
174
|
Intrua Financial
Houston,
Texas
|
$1M
|
-$426K
|
-10,854
|
-29%
|
|
|
175
|
Choate Investment Advisors
Boston,
Massachusetts
|
$981K
|
–
|
–
|
–
|
|
