|
151
|
KWB Wealth
Redlands,
California
|
$1.21M
|
-$58.3K
|
-1,848
|
-5%
|
|
|
152
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$1.15M
|
-$65.5K
|
-2,076
|
-5%
|
|
|
153
|
Ignite Planners
San Clemente,
California
|
$1.14M
|
-$54.5K
|
-1,725
|
-4%
|
|
|
154
|
WBH Advisory
Baltimore,
Maryland
|
$1.14M
|
+$6.13K
|
+194
|
+0.5%
|
|
|
155
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.1M
|
+$120K
|
+3,807
|
+12%
|
|
|
156
|
Y.D. More Investments
Ramat Gan,
Israel
|
$1.07M
|
-$9.47K
|
-300
|
-0.8%
|
|
|
157
|
Comerica Bank
Dallas,
Texas
|
$1.05M
|
+$1.1M
|
+34,703
|
New
|
|
|
158
|
Stamos Capital Partners
Menlo Park,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
159
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1M
|
+$41.6K
|
+1,319
|
+4%
|
|
|
160
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$998K
|
+$101K
|
+3,200
|
+11%
|
|
|
161
|
Joel Isaacson & Co
New York
|
$981K
|
+$2.56K
|
+81
|
+0.3%
|
|
|
162
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$981K
|
-$201K
|
-6,369
|
-16%
|
|
|
163
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$980K
|
-$10.1K
|
-319
|
-1%
|
|
|
164
|
Creative Planning
Overland Park,
Kansas
|
$940K
|
+$32.3K
|
+1,023
|
+3%
|
|
|
165
|
Avantax Advisory Services
Dallas,
Texas
|
$933K
|
-$69.6K
|
-2,205
|
-7%
|
|
|
166
|
Merit Financial Group
Alpharetta,
Georgia
|
$931K
|
+$44.3K
|
+1,402
|
+5%
|
|
|
167
|
Colony Group
Boston,
Massachusetts
|
$921K
|
+$2.24K
|
+71
|
+0.2%
|
|
|
168
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$915K
|
+$2.12K
|
+67
|
+0.2%
|
|
|
169
|
Brookstone Capital Management
Wheaton,
Illinois
|
$901K
|
+$107K
|
+3,384
|
+12%
|
|
|
170
|
Prosperity Financial Group
San Ramon,
California
|
$889K
|
-$777K
|
-24,598
|
-46%
|
|
|
171
|
Bank of New York Mellon
New York
|
$877K
|
-$239K
|
-7,560
|
-21%
|
|
|
172
|
|
$866K
|
+$219K
|
+6,937
|
+32%
|
|
|
173
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$854K
|
-$14.3K
|
-452
|
-2%
|
|
|
174
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$837K
|
-$7.1K
|
-225
|
-0.8%
|
|
|
175
|
LWM Advisory Services
Plantation,
Florida
|
$833K
|
-$631
|
-20
|
-0.1%
|
|
