|
101
|
CRA Financial Services
Northfield,
New Jersey
|
$2.22M
|
+$1.1K
|
+16
|
+0.1%
|
|
|
102
|
KeyBank National Association
Cleveland,
Ohio
|
$2.12M
|
-$226K
|
-3,289
|
-10%
|
|
|
103
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$2.04M
|
-$10.8K
|
-157
|
-0.6%
|
|
|
104
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.87M
|
+$2.54K
|
+37
|
+0.1%
|
|
|
105
|
Rollins Financial Advisors
New York City,
New York
|
$1.85M
|
+$50.5K
|
+735
|
+3%
|
|
|
106
|
Fidelity Investments
Boston,
Massachusetts
|
$1.81M
|
+$380K
|
+5,536
|
+28%
|
|
|
107
|
Mather Group
Chicago,
Illinois
|
$1.8M
|
-$623K
|
-9,076
|
-25%
|
|
|
108
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.77M
|
-$88.9K
|
-1,295
|
-5%
|
|
|
109
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$1.71M
|
+$29.5K
|
+429
|
+2%
|
|
|
110
|
Beacon Financial Group
Dallas,
Texas
|
$1.68M
|
-$21.9K
|
-319
|
-1%
|
|
|
111
|
Team Financial Group
Temecula,
California
|
$1.67M
|
+$103K
|
+1,496
|
+7%
|
|
|
112
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$1.66M
|
–
|
–
|
–
|
|
|
113
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.6M
|
-$46.6K
|
-679
|
-3%
|
|
|
114
|
|
$1.58M
|
-$34.9K
|
-508
|
-2%
|
|
|
115
|
Atria Investments
Charlotte,
North Carolina
|
$1.58M
|
-$8.79K
|
-128
|
-0.6%
|
|
|
116
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.46M
|
-$41.6K
|
-606
|
-3%
|
|
|
117
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.42M
|
–
|
–
|
–
|
|
|
118
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.4M
|
+$4.05K
|
+59
|
+0.3%
|
|
|
119
|
KCM Investment Advisors
Greenbrae,
California
|
$1.38M
|
+$5.77K
|
+84
|
+0.4%
|
|
|
120
|
Mariner
Overland Park,
Kansas
|
$1.32M
|
-$137
|
-2
|
-0%
|
|
|
121
|
Private Trust Company
Cleveland,
Ohio
|
$1.26M
|
-$65.3K
|
-951
|
-5%
|
|
|
122
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.26M
|
–
|
–
|
–
|
|
|
123
|
HB Wealth Management
Atlanta,
Georgia
|
$1.25M
|
–
|
–
|
–
|
|
|
124
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$1.23M
|
+$655K
|
+9,541
|
+127%
|
|
|
125
|
Cascade Financial Partners
San Diego,
California
|
$1.22M
|
+$1.21M
|
+17,577
|
New
|
|
