|
126
|
Beam Wealth Advisors
Covington,
Louisiana
|
$494K
|
+$470K
|
+10,962
|
New
|
|
|
127
|
Koshinski Asset Management
Decatur,
Illinois
|
$478K
|
+$454K
|
+10,603
|
New
|
|
|
128
|
Pinnacle Associates
New York
|
$469K
|
+$446K
|
+10,400
|
New
|
|
|
129
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$467K
|
+$195K
|
+4,555
|
+78%
|
|
|
130
|
McDonald Partners
Cleveland,
Ohio
|
$452K
|
+$85.7K
|
+2,000
|
+25%
|
|
|
131
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$450K
|
+$428K
|
+9,988
|
New
|
|
|
132
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$440K
|
+$418K
|
+9,750
|
New
|
|
|
133
|
Howard Financial Services
Dallas,
Texas
|
$437K
|
-$129K
|
-3,000
|
-24%
|
|
|
134
|
Allen Capital Group
Grand Island,
Nebraska
|
$436K
|
+$414K
|
+9,672
|
New
|
|
|
135
|
International Assets Investment Management
Orlando,
Florida
|
$430K
|
-$57.6K
|
-1,345
|
-12%
|
|
|
136
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$410K
|
+$42.9K
|
+1,002
|
+12%
|
|
|
137
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$386K
|
-$14.2K
|
-332
|
-4%
|
|
|
138
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$372K
|
-$18K
|
-419
|
-5%
|
|
|
139
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$348K
|
+$330K
|
+7,707
|
New
|
|
|
140
|
Wealth Effects
Boston,
Massachusetts
|
$339K
|
+$322K
|
+7,525
|
New
|
|
|
141
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$339K
|
+$10.5K
|
+246
|
+3%
|
|
|
142
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$335K
|
+$319K
|
+7,439
|
New
|
|
|
143
|
Modus Advisors
Excelsior,
Minnesota
|
$334K
|
+$985
|
+23
|
+0.3%
|
|
|
144
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$324K
|
-$341K
|
-7,961
|
-53%
|
|
|
145
|
TrueWealth Advisors
Birmingham,
Alabama
|
$320K
|
+$305K
|
+7,108
|
New
|
|
|
146
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$318K
|
+$18.6K
|
+434
|
+7%
|
|
|
147
|
Cresset Asset Management
Chicago,
Illinois
|
$316K
|
+$22K
|
+513
|
+8%
|
|
|
148
|
Perigon Wealth Management
San Francisco,
California
|
$311K
|
+$296K
|
+6,901
|
New
|
|
|
149
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$310K
|
+$295K
|
+6,885
|
New
|
|
|
150
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$302K
|
+$287K
|
+6,691
|
New
|
|
