|
176
|
AlphaCore Capital
La Jolla,
California
|
$495K
|
+$492K
|
+10,653
|
New
|
|
|
177
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$490K
|
–
|
–
|
–
|
|
|
178
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$479K
|
-$57.6K
|
-1,247
|
-11%
|
|
|
179
|
Atria Investments
Charlotte,
North Carolina
|
$472K
|
+$470K
|
+10,170
|
New
|
|
|
180
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$468K
|
–
|
–
|
–
|
|
|
181
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$459K
|
+$457K
|
+9,894
|
New
|
|
|
182
|
American Portfolios Advisors
Holbrook,
New York
|
$456K
|
+$1.94K
|
+42
|
+0.4%
|
|
|
183
|
Raymond James Trust
St. Petersburg,
Florida
|
$451K
|
–
|
–
|
–
|
|
|
184
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$446K
|
+$444K
|
+9,605
|
New
|
|
|
185
|
Novare Capital Management
Charlotte,
North Carolina
|
$441K
|
+$22.1K
|
+479
|
+5%
|
|
|
186
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$419K
|
+$417K
|
+9,022
|
New
|
|
|
187
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$417K
|
+$138K
|
+2,990
|
+50%
|
|
|
188
|
Moneywise Inc
Forest,
Virginia
|
$414K
|
-$36.6K
|
-792
|
-8%
|
|
|
189
|
Retirement Group
San Diego,
California
|
$406K
|
+$404K
|
+8,750
|
New
|
|
|
190
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$403K
|
+$53.1K
|
+1,150
|
+15%
|
|
|
191
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$374K
|
–
|
–
|
–
|
|
|
192
|
Lee Financial
Dallas,
Texas
|
$371K
|
+$11.5K
|
+248
|
+3%
|
|
|
193
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$367K
|
+$69.2K
|
+1,497
|
+23%
|
|
|
194
|
Shilanski & Associates
Anchorage,
Alaska
|
$364K
|
+$20.7K
|
+447
|
+6%
|
|
|
195
|
BT Wealth Management
Atlanta,
Georgia
|
$362K
|
–
|
–
|
–
|
|
|
196
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$356K
|
-$1.02M
|
-22,080
|
-74%
|
|
|
197
|
SignalPoint Asset Management
Springfield,
Missouri
|
$356K
|
-$14.1K
|
-305
|
-4%
|
|
|
198
|
CKW Financial Group
Honolulu,
Hawaii
|
$355K
|
+$16.2K
|
+350
|
+5%
|
|
|
199
|
Copperwynd Financial
Scottsdale,
Arizona
|
$323K
|
-$9.2K
|
-199
|
-3%
|
|
|
200
|
Bramshill Investments
Naples,
Florida
|
$323K
|
–
|
–
|
–
|
|
