|
151
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.21M
|
–
|
–
|
–
|
|
|
152
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.19M
|
+$1.15M
|
+19,070
|
New
|
|
|
153
|
Fidelity Investments
Boston,
Massachusetts
|
$1.18M
|
-$82.6K
|
-1,375
|
-7%
|
|
|
154
|
EP Wealth Advisors
Torrance,
California
|
$1.18M
|
-$51.1K
|
-850
|
-4%
|
|
|
155
|
Genesee Capital Advisors
Auburn,
New York
|
$1.17M
|
+$22.2K
|
+370
|
+2%
|
|
|
156
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$1.16M
|
+$91.6K
|
+1,525
|
+9%
|
|
|
157
|
HSBC Holdings
London,
United Kingdom
|
$1.15M
|
-$30K
|
-500
|
-3%
|
|
|
158
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.14M
|
–
|
–
|
–
|
|
|
159
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.14M
|
-$326K
|
-5,435
|
-23%
|
|
|
160
|
Parallel Advisors
San Francisco,
California
|
$1.13M
|
-$49K
|
-815
|
-4%
|
|
|
161
|
Venturi Wealth Management
Austin,
Texas
|
$1.12M
|
–
|
–
|
–
|
|
|
162
|
Vicus Capital
State College,
Pennsylvania
|
$1.08M
|
+$32.4K
|
+540
|
+3%
|
|
|
163
|
Seaview Investment Managers
Miami,
Florida
|
$1.08M
|
+$1.06M
|
+17,710
|
New
|
|
|
164
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.05M
|
+$211K
|
+3,515
|
+26%
|
|
|
165
|
Intellectus Partners
San Francisco,
California
|
$1.02M
|
+$118K
|
+1,960
|
+14%
|
|
|
166
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1M
|
-$115K
|
-1,915
|
-11%
|
|
|
167
|
CIBC World Market
Toronto,
Ontario, Canada
|
$988K
|
+$954K
|
+15,880
|
New
|
|
|
168
|
Kestra Private Wealth Services
Austin,
Texas
|
$974K
|
+$955K
|
+15,895
|
New
|
|
|
169
|
Chatham Capital Group
Savannah,
Georgia
|
$964K
|
+$9.01K
|
+150
|
+1%
|
|
|
170
|
Jess S. Morgan & Co
Los Angeles,
California
|
$964K
|
+$11.4K
|
+190
|
+1%
|
|
|
171
|
Avior Wealth Management
Omaha,
Nebraska
|
$963K
|
-$1.26M
|
-21,045
|
-58%
|
|
|
172
|
Well Done LLC
Holland,
Michigan
|
$924K
|
-$18K
|
-300
|
-2%
|
|
|
173
|
Cutler Group
San Francisco,
California
|
$902K
|
-$2.57M
|
-42,755
|
-75%
|
|
|
174
|
Belpointe Asset Management
Reno,
Nevada
|
$895K
|
-$132K
|
-2,200
|
-13%
|
|
|
175
|
Western Wealth Management
Golden,
Colorado
|
$893K
|
-$116K
|
-1,935
|
-12%
|
|
