|
351
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$2.04M
|
+$1.99M
|
+40,703
|
New
|
|
|
352
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$2.04M
|
+$2.01M
|
+41,142
|
New
|
|
|
353
|
Boyd Wealth Management
Sacramento,
California
|
$2.03M
|
+$2M
|
+40,962
|
New
|
|
|
354
|
Prudential Financial
Newark,
New Jersey
|
$2.02M
|
+$415K
|
+8,495
|
+26%
|
|
|
355
|
Natixis Advisors
Boston,
Massachusetts
|
$2.02M
|
+$1.04M
|
+21,241
|
+108%
|
|
|
356
|
Opal Wealth Advisors
Jericho,
New York
|
$1.99M
|
+$101K
|
+2,070
|
+5%
|
|
|
357
|
Financial Life Advisors
San Antonio,
Texas
|
$1.99M
|
+$1.96M
|
+40,112
|
New
|
|
|
358
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.98M
|
+$760K
|
+15,550
|
+63%
|
|
|
359
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.98M
|
-$853K
|
-17,448
|
-30%
|
|
|
360
|
|
$1.97M
|
+$1.2M
|
+24,546
|
+160%
|
|
|
361
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.97M
|
+$323K
|
+6,605
|
+21%
|
|
|
362
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.96M
|
+$1.94M
|
+39,652
|
New
|
|
|
363
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$1.96M
|
-$593K
|
-12,130
|
-23%
|
|
|
364
|
Brio Consultants
San Francisco,
California
|
$1.95M
|
-$393K
|
-8,035
|
-17%
|
|
|
365
|
Eagle Global Advisors
Houston,
Texas
|
$1.93M
|
-$631K
|
-12,905
|
-25%
|
|
|
366
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.92M
|
+$22.4K
|
+458
|
+1%
|
|
|
367
|
Annapolis Financial Services
Annapolis,
Maryland
|
$1.91M
|
+$669K
|
+13,675
|
+55%
|
|
|
368
|
Insight Wealth Strategies
San Ramon,
California
|
$1.91M
|
+$130K
|
+2,663
|
+7%
|
|
|
369
|
Dopkins Wealth Management
Williamsville,
New York
|
$1.89M
|
+$1.86M
|
+38,110
|
New
|
|
|
370
|
Naples Global Advisors
Naples,
Florida
|
$1.85M
|
+$36.5K
|
+746
|
+2%
|
|
|
371
|
Denver PWM
Denver,
Colorado
|
$1.83M
|
+$676K
|
+13,827
|
+60%
|
|
|
372
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.82M
|
-$2.98K
|
-61
|
-0.2%
|
|
|
373
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.81M
|
-$7.28K
|
-149
|
-0.4%
|
|
|
374
|
AFS Financial Group
Bethesda,
Maryland
|
$1.81M
|
+$1.79M
|
+36,536
|
New
|
|
|
375
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.8M
|
+$1.78M
|
+36,397
|
New
|
|
