|
101
|
EP Wealth Advisors
Torrance,
California
|
$258K
|
-$22K
|
-450
|
-8%
|
|
|
102
|
NCM Capital Management
Ramsey,
New Jersey
|
$252K
|
–
|
–
|
–
|
|
|
103
|
Transcend Capital Advisors
Madison,
New Jersey
|
$240K
|
+$1.51K
|
+31
|
+0.7%
|
|
|
104
|
Scotia Capital
Toronto,
Ontario, Canada
|
$235K
|
-$2.44K
|
-50
|
-1%
|
|
|
105
|
Parkside Advisors
Berkeley,
California
|
$234K
|
–
|
–
|
–
|
|
|
106
|
Avidian Wealth Enterprises
Houston,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
107
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$229K
|
+$22K
|
+451
|
+12%
|
|
|
108
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$228K
|
-$319K
|
-6,539
|
-60%
|
|
|
109
|
RFG Advisory
Birmingham,
Alabama
|
$225K
|
+$207K
|
+4,250
|
New
|
|
|
110
|
Wealthstream Advisors
New York
|
$224K
|
+$207K
|
+4,234
|
New
|
|
|
111
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$223K
|
+$205K
|
+4,204
|
New
|
|
|
112
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$220K
|
-$1.07K
|
-22
|
-0.5%
|
|
|
113
|
Choreo LLC
Rockford,
Illinois
|
$215K
|
+$198K
|
+4,054
|
New
|
|
|
114
|
Joel Isaacson & Co
New York
|
$212K
|
+$195K
|
+4,000
|
New
|
|
|
115
|
Franklin Resources
San Mateo,
California
|
$209K
|
–
|
–
|
–
|
|
|
116
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$209K
|
-$130K
|
-2,658
|
-40%
|
|
|
117
|
Great Diamond Partners
Portland,
Maine
|
$209K
|
+$192K
|
+3,934
|
New
|
|
|
118
|
Parallel Advisors
San Francisco,
California
|
$205K
|
-$3.03K
|
-62
|
-2%
|
|
|
119
|
Spire Wealth Management
Mclean,
Virginia
|
$186K
|
+$537
|
+11
|
+0.3%
|
|
|
120
|
MGB Wealth Management
Addison,
Texas
|
$172K
|
+$159K
|
+3,250
|
New
|
|
|
121
|
WhitTier Trust Company
Reno,
Nevada
|
$170K
|
–
|
–
|
–
|
|
|
122
|
|
$162K
|
-$36.2K
|
-741
|
-19%
|
|
|
123
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$160K
|
-$1.46K
|
-30
|
-1%
|
|
|
124
|
Principal Securities
Des Moines,
Iowa
|
$142K
|
+$131K
|
+2,678
|
New
|
|
|
125
|
William Blair & Company
Chicago,
Illinois
|
$140K
|
-$19.7K
|
-403
|
-13%
|
|
