|
101
|
TruWealth Advisors
Metairie,
Louisiana
|
$259K
|
–
|
–
|
–
|
|
|
102
|
Liberty Wealth Management
Oakland,
California
|
$258K
|
+$1.64K
|
+32
|
+0.7%
|
|
|
103
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$253K
|
+$248K
|
+4,848
|
New
|
|
|
104
|
Key Financial Inc
West Chester,
Pennsylvania
|
$245K
|
–
|
–
|
–
|
|
|
105
|
Private Trust Company
Cleveland,
Ohio
|
$241K
|
+$37.4K
|
+730
|
+19%
|
|
|
106
|
KWB Wealth
Redlands,
California
|
$241K
|
-$7.33K
|
-143
|
-3%
|
|
|
107
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$235K
|
–
|
–
|
–
|
|
|
108
|
Creative Planning
Overland Park,
Kansas
|
$233K
|
+$228K
|
+4,452
|
New
|
|
|
109
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$220K
|
+$6K
|
+117
|
+3%
|
|
|
110
|
Global Retirement Partners
San Rafael,
California
|
$216K
|
-$5.64K
|
-110
|
-3%
|
|
|
111
|
Lantern Wealth Advisors
Melville,
New York
|
$213K
|
+$208K
|
+4,067
|
New
|
|
|
112
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$207K
|
+$203K
|
+3,959
|
New
|
|
|
113
|
Shaker Investments
Cleveland,
Ohio
|
$205K
|
+$201K
|
+3,919
|
New
|
|
|
114
|
AE Wealth Management
Topeka,
Kansas
|
$181K
|
+$178K
|
+3,468
|
New
|
|
|
115
|
Farther Finance Advisors
San Francisco,
California
|
$178K
|
–
|
–
|
–
|
|
|
116
|
Spire Wealth Management
Mclean,
Virginia
|
$155K
|
-$769
|
-15
|
-0.5%
|
|
|
117
|
Fidelity Investments
Boston,
Massachusetts
|
$144K
|
+$3.95K
|
+77
|
+3%
|
|
|
118
|
Principal Securities
Des Moines,
Iowa
|
$143K
|
-$2.56K
|
-50
|
-2%
|
|
|
119
|
Harbour Investments
Madison,
Wisconsin
|
$112K
|
+$28.3K
|
+552
|
+35%
|
|
|
120
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$104K
|
+$666
|
+13
|
+0.7%
|
|
|
121
|
Tower Research Capital (TRC)
New York
|
$98.4K
|
-$336K
|
-6,558
|
-78%
|
|
|
122
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$58.1K
|
-$18.4K
|
-359
|
-24%
|
|
|
123
|
Bogart Wealth LLC
Mclean,
Virginia
|
$57.5K
|
+$51
|
+1
|
+0.1%
|
|
|
124
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$52.3K
|
–
|
–
|
–
|
|
|
125
|
NewEdge Advisors
New Orleans,
Louisiana
|
$52.2K
|
+$9.99K
|
+195
|
+24%
|
|
