|
201
|
Insight Wealth Strategies
San Ramon,
California
|
$409K
|
+$400K
|
+11,741
|
New
|
|
|
202
|
Fidelity Investments
Boston,
Massachusetts
|
$400K
|
+$31.6K
|
+927
|
+9%
|
|
|
203
|
Two Sigma Securities
New York
|
$395K
|
+$386K
|
+11,315
|
New
|
|
|
204
|
SeaCrest Wealth Management
Purchase,
New York
|
$362K
|
+$354K
|
+10,384
|
New
|
|
|
205
|
Andesa Financial Management
Allentown,
Pennsylvania
|
$358K
|
+$349K
|
+10,227
|
New
|
|
|
206
|
Lucia Wealth Services
San Diego,
California
|
$355K
|
-$9.3K
|
-273
|
-3%
|
|
|
207
|
Truist Financial
Charlotte,
North Carolina
|
$335K
|
-$57.5K
|
-1,687
|
-15%
|
|
|
208
|
Hayden Royal
Charlotte,
North Carolina
|
$327K
|
+$18.6K
|
+545
|
+6%
|
|
|
209
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$321K
|
+$53.7K
|
+1,575
|
+21%
|
|
|
210
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$319K
|
–
|
–
|
–
|
|
|
211
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$310K
|
–
|
–
|
–
|
|
|
212
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$308K
|
-$12.7K
|
-374
|
-4%
|
|
|
213
|
Smith, Moore & Co
Clayton,
Missouri
|
$295K
|
+$36.1K
|
+1,059
|
+14%
|
|
|
214
|
Concentrum Wealth Management
San Jose,
California
|
$294K
|
–
|
–
|
–
|
|
|
215
|
Arete Wealth Advisors
Chicago,
Illinois
|
$293K
|
-$10.2K
|
-300
|
-3%
|
|
|
216
|
MAI Capital Management
Independence,
Ohio
|
$291K
|
+$48.8K
|
+1,433
|
+21%
|
|
|
217
|
M&T Bank
Buffalo,
New York
|
$266K
|
-$39.6K
|
-1,163
|
-13%
|
|
|
218
|
FDx Advisors
Chicago,
Illinois
|
$264K
|
-$127K
|
-3,735
|
-33%
|
|
|
219
|
V Wealth Advisors
Overland Park,
Kansas
|
$262K
|
+$256K
|
+7,514
|
New
|
|
|
220
|
Beaton Management Company
Haverhill,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
221
|
ACG Wealth
Atlanta,
Georgia
|
$253K
|
-$360K
|
-10,574
|
-59%
|
|
|
222
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$249K
|
+$23.9K
|
+700
|
+11%
|
|
|
223
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$239K
|
–
|
–
|
–
|
|
|
224
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$232K
|
+$209K
|
+6,120
|
+1,224%
|
|
|
225
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$230K
|
+$225K
|
+6,599
|
New
|
|
