|
101
|
KCM Investment Advisors
Greenbrae,
California
|
$235K
|
-$27.1K
|
-500
|
-10%
|
|
|
102
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$235K
|
–
|
–
|
–
|
|
|
103
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$235K
|
–
|
–
|
–
|
|
|
104
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$234K
|
+$115K
|
+2,127
|
+97%
|
|
|
105
|
Wealthspire Advisors (New York)
New York
|
$233K
|
–
|
–
|
–
|
|
|
106
|
Truist Financial
Charlotte,
North Carolina
|
$221K
|
-$70.4K
|
-1,300
|
-23%
|
|
|
107
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$219K
|
–
|
–
|
–
|
|
|
108
|
Ironwood Financial
Tucson,
Arizona
|
$219K
|
+$55.1K
|
+1,017
|
+32%
|
|
|
109
|
First Horizon Advisors
Memphis,
Tennessee
|
$219K
|
+$227K
|
+4,200
|
New
|
|
|
110
|
CIBC World Market
Toronto,
Ontario, Canada
|
$218K
|
–
|
–
|
–
|
|
|
111
|
Patten Group
Chattanooga,
Tennessee
|
$214K
|
+$222K
|
+4,097
|
New
|
|
|
112
|
Elm Advisors
Burlingame,
California
|
$208K
|
–
|
–
|
–
|
|
|
113
|
Envestnet Asset Management
Chicago,
Illinois
|
$206K
|
-$73K
|
-1,349
|
-25%
|
|
|
114
|
MML Investors Services
Springfield,
Massachusetts
|
$206K
|
-$61.5K
|
-1,136
|
-22%
|
|
|
115
|
SVB Wealth
Boston,
Massachusetts
|
$196K
|
–
|
–
|
–
|
|
|
116
|
Fidelity Investments
Boston,
Massachusetts
|
$179K
|
+$21.6K
|
+399
|
+13%
|
|
|
117
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$145K
|
–
|
–
|
–
|
|
|
118
|
American Portfolios Advisors
Holbrook,
New York
|
$133K
|
+$6.88K
|
+127
|
+5%
|
|
|
119
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$119K
|
–
|
–
|
–
|
|
|
120
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$88K
|
–
|
–
|
–
|
|
|
121
|
Spire Wealth Management
Mclean,
Virginia
|
$56K
|
+$52.3K
|
+966
|
+920%
|
|
|
122
|
Sandy Spring Bank
Olney,
Maryland
|
$55K
|
–
|
–
|
–
|
|
|
123
|
Flagstar Advisors
New York
|
$55K
|
+$57.4K
|
+1,061
|
New
|
|
|
124
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$54K
|
–
|
–
|
–
|
|
|
125
|
Steward Partners Investment Advisory
New York
|
$52K
|
-$5.41K
|
-100
|
-9%
|
|
