|
101
|
American Money Management
Rancho Santa Fe,
California
|
$517K
|
+$530K
|
+7,500
|
New
|
|
|
102
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$505K
|
+$90.2K
|
+1,277
|
+21%
|
|
|
103
|
Falcon Wealth Planning
Ontario,
California
|
$501K
|
-$71
|
-1
|
-0%
|
|
|
104
|
|
$501K
|
+$7.7K
|
+109
|
+2%
|
|
|
105
|
Insight Advisors
Newtown,
Pennsylvania
|
$481K
|
–
|
–
|
–
|
|
|
106
|
Pacific Sun Financial
Los Angeles,
California
|
$458K
|
+$469K
|
+6,642
|
New
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$422K
|
+$6.43K
|
+91
|
+2%
|
|
|
108
|
Independent Financial Group
San Diego,
California
|
$373K
|
-$174K
|
-2,466
|
-31%
|
|
|
109
|
Csenge Advisory Group
Clearwater,
Florida
|
$362K
|
-$127K
|
-1,795
|
-26%
|
|
|
110
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$352K
|
-$7.63K
|
-108
|
-2%
|
|
|
111
|
Truist Financial
Charlotte,
North Carolina
|
$352K
|
+$45.8K
|
+648
|
+15%
|
|
|
112
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$346K
|
+$424
|
+6
|
+0.1%
|
|
|
113
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$340K
|
-$15.4K
|
-218
|
-4%
|
|
|
114
|
High Falls Advisors
Rochester,
New York
|
$331K
|
–
|
–
|
–
|
|
|
115
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$331K
|
–
|
–
|
–
|
|
|
116
|
Pinnacle Associates
New York
|
$331K
|
–
|
–
|
–
|
|
|
117
|
Titus Wealth Management
Larskpur,
California
|
$331K
|
–
|
–
|
–
|
|
|
118
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$303K
|
-$2.54K
|
-36
|
-0.8%
|
|
|
119
|
Asset Management Group
Stamford,
Connecticut
|
$302K
|
–
|
–
|
–
|
|
|
120
|
Brown Advisory
Baltimore,
Maryland
|
$292K
|
–
|
–
|
–
|
|
|
121
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$284K
|
+$272K
|
+3,856
|
New
|
|
|
122
|
MAI Capital Management
Independence,
Ohio
|
$283K
|
–
|
–
|
–
|
|
|
123
|
Resource Management
Metairie,
Louisiana
|
$279K
|
–
|
–
|
–
|
|
|
124
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$278K
|
-$36.9K
|
-522
|
-11%
|
|
|
125
|
IFG Advisory
Atlanta,
Georgia
|
$274K
|
–
|
–
|
–
|
|
