|
201
|
EP Wealth Advisors
Torrance,
California
|
$462K
|
-$10.7K
|
-101
|
-2%
|
|
|
202
|
Alpha Cubed Investments
Irvine,
California
|
$456K
|
+$437K
|
+4,112
|
New
|
|
|
203
|
|
$456K
|
+$438K
|
+4,118
|
New
|
|
|
204
|
MBL Wealth
Charlotte,
North Carolina
|
$450K
|
+$432K
|
+4,063
|
New
|
|
|
205
|
Beta Wealth Group
San Diego,
California
|
$447K
|
+$430K
|
+4,039
|
New
|
|
|
206
|
V2 Financial group
Naperville,
Illinois
|
$443K
|
–
|
–
|
–
|
|
|
207
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$439K
|
+$421K
|
+3,960
|
New
|
|
|
208
|
One Capital Management
Westlake Village,
California
|
$435K
|
+$418K
|
+3,927
|
New
|
|
|
209
|
CRA Financial Services
Northfield,
New Jersey
|
$430K
|
–
|
–
|
–
|
|
|
210
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$428K
|
-$123K
|
-1,155
|
-23%
|
|
|
211
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$428K
|
–
|
–
|
–
|
|
|
212
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
$428K
|
–
|
–
|
–
|
|
|
213
|
Cresset Asset Management
Chicago,
Illinois
|
$426K
|
+$409K
|
+3,846
|
New
|
|
|
214
|
|
$424K
|
+$85.3K
|
+802
|
+27%
|
|
|
215
|
Prudential Financial
Newark,
New Jersey
|
$422K
|
-$48.6K
|
-457
|
-11%
|
|
|
216
|
Kingfisher Capital
Charlotte,
North Carolina
|
$421K
|
+$404K
|
+3,800
|
New
|
|
|
217
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$411K
|
-$114K
|
-1,075
|
-22%
|
|
|
218
|
Moors & Cabot
Boston,
Massachusetts
|
$400K
|
+$57.3K
|
+539
|
+18%
|
|
|
219
|
HSBC Holdings
London,
United Kingdom
|
$399K
|
–
|
–
|
–
|
|
|
220
|
TrinityPoint Wealth
Milford,
Connecticut
|
$396K
|
-$3.83K
|
-36
|
-1%
|
|
|
221
|
Merit Financial Group
Alpharetta,
Georgia
|
$382K
|
+$367K
|
+3,449
|
New
|
|
|
222
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$381K
|
-$38.1K
|
-358
|
-9%
|
|
|
223
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$378K
|
+$2.34K
|
+22
|
+0.6%
|
|
|
224
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$376K
|
+$83.4K
|
+784
|
+30%
|
|
|
225
|
Bramshill Investments
Naples,
Florida
|
$354K
|
+$340K
|
+3,198
|
New
|
|
