|
526
|
Newport Wealth Strategies
Irvine,
California
|
$1.82M
|
–
|
–
|
–
|
|
|
527
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.81M
|
+$307K
|
+2,727
|
+22%
|
|
|
528
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.79M
|
+$637K
|
+5,666
|
+60%
|
|
|
529
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.79M
|
+$135K
|
+1,199
|
+9%
|
|
|
530
|
SWMG LLC
Fort Worth,
Texas
|
$1.78M
|
+$1.69M
|
+15,013
|
New
|
|
|
531
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.77M
|
-$323K
|
-2,869
|
-16%
|
|
|
532
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.75M
|
+$1.65M
|
+14,699
|
New
|
|
|
533
|
Snowden Capital Advisors
New York
|
$1.74M
|
-$50.4K
|
-448
|
-3%
|
|
|
534
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$1.73M
|
+$1.64M
|
+14,560
|
New
|
|
|
535
|
Independent Financial Group
San Diego,
California
|
$1.73M
|
+$295K
|
+2,620
|
+22%
|
|
|
536
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.73M
|
+$787
|
+7
|
+0%
|
|
|
537
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.73M
|
+$26.3K
|
+234
|
+2%
|
|
|
538
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.73M
|
+$682K
|
+6,065
|
+72%
|
|
|
539
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.72M
|
+$1.63M
|
+14,484
|
New
|
|
|
540
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.72M
|
–
|
–
|
–
|
|
|
541
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1.71M
|
–
|
–
|
–
|
|
|
542
|
Charles Schwab
San Francisco,
California
|
$1.71M
|
+$1.61M
|
+14,337
|
New
|
|
|
543
|
CWA Asset Management Group
Naples,
Florida
|
$1.7M
|
+$110K
|
+977
|
+7%
|
|
|
544
|
Cambridge Associates
Boston,
Massachusetts
|
$1.68M
|
-$385K
|
-3,425
|
-20%
|
|
|
545
|
Essex Financial Services
Essex,
Connecticut
|
$1.68M
|
+$198K
|
+1,762
|
+14%
|
|
|
546
|
Goldstein Munger & Associates
San Ramon,
California
|
$1.68M
|
–
|
–
|
–
|
|
|
547
|
Howard Wealth Management
Madison,
Connecticut
|
$1.67M
|
-$11K
|
-98
|
-0.7%
|
|
|
548
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$1.67M
|
+$1.58M
|
+14,010
|
New
|
|
|
549
|
Howland Capital Management
Boston,
Massachusetts
|
$1.66M
|
–
|
–
|
–
|
|
|
550
|
Southland Equity Partners
Wildwood,
Missouri
|
$1.65M
|
+$1.56M
|
+13,902
|
New
|
|
