|
151
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$1.85M
|
+$156K
|
+4,072
|
+9%
|
|
|
152
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.79M
|
+$127K
|
+3,330
|
+7%
|
|
|
153
|
Copperwynd Financial
Scottsdale,
Arizona
|
$1.75M
|
+$141K
|
+3,693
|
+8%
|
|
|
154
|
Nomura Asset Management
Tokyo,
Japan
|
$1.71M
|
+$1.78M
|
+46,600
|
New
|
|
|
155
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.7M
|
-$35.4K
|
-925
|
-2%
|
|
|
156
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$1.63M
|
-$456K
|
-11,924
|
-21%
|
|
|
157
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.55M
|
+$30.3K
|
+793
|
+2%
|
|
|
158
|
Scotia Capital
Toronto,
Ontario, Canada
|
$1.5M
|
-$241K
|
-6,301
|
-13%
|
|
|
159
|
WFA of San Diego
San Diego,
California
|
$1.46M
|
-$83K
|
-2,172
|
-5%
|
|
|
160
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.45M
|
+$1.51M
|
+39,486
|
New
|
|
|
161
|
Atria Investments
Charlotte,
North Carolina
|
$1.44M
|
+$149K
|
+3,890
|
+11%
|
|
|
162
|
Richard Bernstein Advisors
New York
|
$1.43M
|
-$22K
|
-576
|
-1%
|
|
|
163
|
Petix & Botte Financial
La Mesa,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
164
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.23M
|
-$19.3K
|
-505
|
-1%
|
|
|
165
|
Comerica Bank
Dallas,
Texas
|
$1.2M
|
+$1.25M
|
+32,741
|
New
|
|
|
166
|
Essex Financial Services
Essex,
Connecticut
|
$1.19M
|
-$14.6K
|
-381
|
-1%
|
|
|
167
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.15M
|
-$1.03M
|
-27,017
|
-46%
|
|
|
168
|
Gradient Capital Advisors
San Diego,
California
|
$1.13M
|
-$42.7K
|
-1,116
|
-3%
|
|
|
169
|
SWMG LLC
Fort Worth,
Texas
|
$1.11M
|
+$64.3K
|
+1,681
|
+6%
|
|
|
170
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.1M
|
+$87.2K
|
+2,280
|
+8%
|
|
|
171
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.05M
|
–
|
–
|
–
|
|
|
172
|
Valicenti Advisory Services
Elmira,
New York
|
$1.05M
|
+$84.6K
|
+2,213
|
+8%
|
|
|
173
|
|
$1.04M
|
+$294K
|
+7,683
|
+37%
|
|
|
174
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$1.02M
|
+$1.06M
|
+27,829
|
New
|
|
|
175
|
Tocqueville Asset Management
New York
|
$1.01M
|
+$2.87K
|
+75
|
+0.3%
|
|
