|
101
|
Montag & Associates
Atlanta,
Georgia
|
$535K
|
-$31K
|
-410
|
-6%
|
|
|
102
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$508K
|
–
|
–
|
–
|
|
|
103
|
Gofen & Glossberg
Chicago,
Illinois
|
$507K
|
–
|
–
|
–
|
|
|
104
|
Beacon Pointe Advisors
Newport Beach,
California
|
$481K
|
–
|
–
|
–
|
|
|
105
|
NTV Asset Management
Charleston,
West Virginia
|
$480K
|
–
|
–
|
–
|
|
|
106
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$478K
|
-$35.5K
|
-469
|
-7%
|
|
|
107
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$454K
|
–
|
–
|
–
|
|
|
108
|
Centaurus Financial
Anaheim,
California
|
$445K
|
+$283K
|
+3,743
|
+191%
|
|
|
109
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$437K
|
-$1.01M
|
-13,282
|
-70%
|
|
|
110
|
Level Four Advisory Services
Dallas,
Texas
|
$436K
|
+$58.4K
|
+772
|
+16%
|
|
|
111
|
Thomasville National Bank
Thomasville,
Georgia
|
$428K
|
+$10.5K
|
+139
|
+3%
|
|
|
112
|
Bank of New York Mellon
New York
|
$403K
|
+$23.8K
|
+315
|
+7%
|
|
|
113
|
Truist Financial
Charlotte,
North Carolina
|
$397K
|
-$72.3K
|
-956
|
-16%
|
|
|
114
|
EP Wealth Advisors
Torrance,
California
|
$394K
|
–
|
–
|
–
|
|
|
115
|
Diversified
Wilmington,
Delaware
|
$391K
|
-$28.9K
|
-382
|
-7%
|
|
|
116
|
Whittier Trust
South Pasadena,
California
|
$390K
|
–
|
–
|
–
|
|
|
117
|
Parallel Advisors
San Francisco,
California
|
$388K
|
-$182K
|
-2,406
|
-33%
|
|
|
118
|
J.W. Cole Advisors
Tampa,
Florida
|
$387K
|
+$375K
|
+4,958
|
New
|
|
|
119
|
Renaissance Technologies
New York
|
$374K
|
-$189K
|
-2,500
|
-34%
|
|
|
120
|
Weaver Consulting Group
Huntington Beach,
California
|
$361K
|
–
|
–
|
–
|
|
|
121
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$360K
|
–
|
–
|
–
|
|
|
122
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$345K
|
+$292K
|
+3,854
|
+679%
|
|
|
123
|
Eudaimonia Advisors
Winchester,
Tennessee
|
$345K
|
+$335K
|
+4,425
|
New
|
|
|
124
|
Adell Harriman & Carpenter
Houston,
Texas
|
$331K
|
-$3.78K
|
-50
|
-1%
|
|
|
125
|
GeoWealth Management
Chicago,
Illinois
|
$325K
|
+$315K
|
+4,160
|
New
|
|
