|
101
|
Pacific Asset Management
Gig Harbor,
Washington
|
$354K
|
+$2.89K
|
+50
|
+0.8%
|
|
|
102
|
Endeavor Private Wealth
Topeka,
Kansas
|
$354K
|
+$351K
|
+6,064
|
New
|
|
|
103
|
XY Planning Network
Bozeman,
Montana
|
$341K
|
-$12.8K
|
-222
|
-4%
|
|
|
104
|
Summit Financial
Parsippany,
New Jersey
|
$338K
|
-$12.1K
|
-210
|
-3%
|
|
|
105
|
WorthPointe
La Jolla,
California
|
$336K
|
+$333K
|
+5,761
|
New
|
|
|
106
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$326K
|
+$132K
|
+2,281
|
+69%
|
|
|
107
|
TFB Advisors
Overland Park,
Kansas
|
$325K
|
–
|
–
|
–
|
|
|
108
|
Rockefeller Capital Management
New York
|
$321K
|
–
|
–
|
–
|
|
|
109
|
FMB Wealth Management
Westlake Village,
California
|
$320K
|
–
|
–
|
–
|
|
|
110
|
Fifth Third Securities
Cincinnati,
Ohio
|
$317K
|
+$315K
|
+5,437
|
New
|
|
|
111
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$287K
|
+$276K
|
+4,774
|
New
|
|
|
112
|
CreativeOne Wealth
Overland Park,
Kansas
|
$283K
|
+$7.35K
|
+127
|
+3%
|
|
|
113
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$275K
|
–
|
–
|
–
|
|
|
114
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$275K
|
+$272K
|
+4,710
|
New
|
|
|
115
|
Apella Capital
West Hartford,
Connecticut
|
$274K
|
+$69.1K
|
+1,195
|
+34%
|
|
|
116
|
WealthShield Partners
Cary,
North Carolina
|
$252K
|
–
|
–
|
–
|
|
|
117
|
Life Planning Partners
Jacksonville,
Florida
|
$241K
|
–
|
–
|
–
|
|
|
118
|
Orcam Financial Group
Encinitas,
California
|
$235K
|
+$4.46K
|
+77
|
+2%
|
|
|
119
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$232K
|
–
|
–
|
–
|
|
|
120
|
Plancorp LLC
Saint Louis,
Missouri
|
$208K
|
+$206K
|
+3,560
|
New
|
|
|
121
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$173K
|
+$44.1K
|
+763
|
+35%
|
|
|
122
|
Private Trust Company
Cleveland,
Ohio
|
$171K
|
+$57.3K
|
+990
|
+51%
|
|
|
123
|
|
$171K
|
–
|
–
|
–
|
|
|
124
|
Cardiff Park Advisors
Carlsbad,
California
|
$159K
|
+$2.83K
|
+49
|
+2%
|
|
|
125
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$136K
|
+$134K
|
+2,324
|
New
|
|
