|
126
|
Independent Financial Group
San Diego,
California
|
$1.97M
|
-$316K
|
-3,752
|
-14%
|
|
|
127
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.97M
|
–
|
–
|
–
|
|
|
128
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.96M
|
-$34K
|
-404
|
-2%
|
|
|
129
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.94M
|
-$12.2M
|
-145,362
|
-87%
|
|
|
130
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.87M
|
+$1.78M
|
+21,107
|
New
|
|
|
131
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.86M
|
-$43.9K
|
-522
|
-2%
|
|
|
132
|
TriaGen Wealth Management
Calabasas,
California
|
$1.8M
|
+$1.7M
|
+20,260
|
New
|
|
|
133
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.79M
|
+$218K
|
+2,588
|
+15%
|
|
|
134
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.75M
|
+$43.2K
|
+514
|
+3%
|
|
|
135
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.74M
|
–
|
–
|
–
|
|
|
136
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.73M
|
-$6.46M
|
-76,793
|
-80%
|
|
|
137
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.64M
|
-$90.4K
|
-1,074
|
-5%
|
|
|
138
|
American Portfolios Advisors
Holbrook,
New York
|
$1.62M
|
-$182K
|
-2,162
|
-11%
|
|
|
139
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.58M
|
+$523K
|
+6,214
|
+53%
|
|
|
140
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.58M
|
+$1.5M
|
+17,839
|
New
|
|
|
141
|
Northern Trust
Chicago,
Illinois
|
$1.56M
|
–
|
–
|
–
|
|
|
142
|
TD Private Client Wealth
New York
|
$1.54M
|
-$139K
|
-1,656
|
-9%
|
|
|
143
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.52M
|
-$325K
|
-3,862
|
-18%
|
|
|
144
|
PFG Advisors
Phoenix,
Arizona
|
$1.49M
|
-$50.4K
|
-599
|
-3%
|
|
|
145
|
Comerica Bank
Dallas,
Texas
|
$1.48M
|
–
|
–
|
–
|
|
|
146
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.48M
|
+$85.8K
|
+1,020
|
+7%
|
|
|
147
|
Allianz Asset Management
Munich,
Germany
|
$1.47M
|
–
|
–
|
–
|
|
|
148
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.45M
|
-$68.2K
|
-811
|
-5%
|
|
|
149
|
Commerce Bank
Kansas City,
Missouri
|
$1.44M
|
-$73.8K
|
-877
|
-5%
|
|
|
150
|
Snowden Capital Advisors
New York
|
$1.44M
|
-$2.19K
|
-26
|
-0.2%
|
|
