|
101
|
TruWealth Advisors
Metairie,
Louisiana
|
$282K
|
+$15.3K
|
+279
|
+6%
|
|
|
102
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$281K
|
+$13.7K
|
+250
|
+5%
|
|
|
103
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$278K
|
–
|
–
|
–
|
|
|
104
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$275K
|
–
|
–
|
–
|
|
|
105
|
Csenge Advisory Group
Clearwater,
Florida
|
$274K
|
-$25.8K
|
-470
|
-8%
|
|
|
106
|
Wiregrass Investment Management
Thomasville,
Georgia
|
$274K
|
+$67.7K
|
+1,233
|
+32%
|
|
|
107
|
Lantern Wealth Advisors
Melville,
New York
|
$271K
|
+$17.4K
|
+317
|
+7%
|
|
|
108
|
Liberty Wealth Management
Oakland,
California
|
$271K
|
+$1.76K
|
+32
|
+0.6%
|
|
|
109
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$269K
|
+$274K
|
+4,985
|
New
|
|
|
110
|
Creative Planning
Overland Park,
Kansas
|
$260K
|
+$265K
|
+4,824
|
New
|
|
|
111
|
Key Financial Inc
West Chester,
Pennsylvania
|
$253K
|
–
|
–
|
–
|
|
|
112
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$251K
|
+$9.88K
|
+180
|
+4%
|
|
|
113
|
Cadia Private Client
Parsippany,
New Jersey
|
$244K
|
+$714
|
+13
|
+0.3%
|
|
|
114
|
Fidelity Investments
Boston,
Massachusetts
|
$243K
|
+$80.8K
|
+1,471
|
+49%
|
|
|
115
|
KWB Wealth
Redlands,
California
|
$243K
|
-$11K
|
-201
|
-4%
|
|
|
116
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
$241K
|
+$5.49K
|
+100
|
+2%
|
|
|
117
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$237K
|
-$5.49K
|
-100
|
-2%
|
|
|
118
|
Parallel Advisors
San Francisco,
California
|
$235K
|
+$7.69K
|
+140
|
+3%
|
|
|
119
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$219K
|
+$214K
|
+3,903
|
New
|
|
|
120
|
Private Trust Company
Cleveland,
Ohio
|
$218K
|
-$140K
|
-2,543
|
-39%
|
|
|
121
|
NewEdge Advisors
New Orleans,
Louisiana
|
$218K
|
+$211K
|
+3,843
|
+1,922%
|
|
|
122
|
Stifel Financial
St. Louis,
Missouri
|
$217K
|
+$221K
|
+4,017
|
New
|
|
|
123
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$216K
|
-$49.4K
|
-900
|
-18%
|
|
|
124
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$214K
|
+$218K
|
+3,968
|
New
|
|
|
125
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$208K
|
+$212K
|
+3,854
|
New
|
|
