|
101
|
Truist Financial
Charlotte,
North Carolina
|
$481K
|
-$1.05M
|
-19,795
|
-69%
|
|
|
102
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$470K
|
+$88.4K
|
+1,675
|
+23%
|
|
|
103
|
Coordinated Financial Services
Denver,
Colorado
|
$420K
|
+$414K
|
+7,851
|
New
|
|
|
104
|
Sutton Place Investors
Katonah,
New York
|
$400K
|
-$39.1K
|
-741
|
-9%
|
|
|
105
|
Focus Partners Wealth
Boston,
Massachusetts
|
$400K
|
+$3.54K
|
+67
|
+0.9%
|
|
|
106
|
EP Wealth Advisors
Torrance,
California
|
$397K
|
+$392K
|
+7,422
|
New
|
|
|
107
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$371K
|
-$535K
|
-10,125
|
-59%
|
|
|
108
|
SFG Wealth Management
Towson,
Maryland
|
$355K
|
+$350K
|
+6,632
|
New
|
|
|
109
|
GGM Financials
Columbus,
Ohio
|
$337K
|
+$332K
|
+6,291
|
New
|
|
|
110
|
Triad Wealth Partners
Lawrence,
Kansas
|
$332K
|
-$35.5K
|
-672
|
-10%
|
|
|
111
|
WESPAC Advisors
Orinda,
California
|
$274K
|
+$270K
|
+5,116
|
New
|
|
|
112
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$263K
|
+$259K
|
+4,911
|
New
|
|
|
113
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$249K
|
-$14.4K
|
-273
|
-6%
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
$241K
|
+$237K
|
+4,496
|
New
|
|
|
115
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$233K
|
+$230K
|
+4,362
|
New
|
|
|
116
|
Private Trust Company
Cleveland,
Ohio
|
$233K
|
+$20.5K
|
+389
|
+10%
|
|
|
117
|
Forge Financial Services
Edmond,
Oklahoma
|
$226K
|
+$158
|
+3
|
+0.1%
|
|
|
118
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$226K
|
+$158
|
+3
|
+0.1%
|
|
|
119
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$217K
|
+$214K
|
+4,060
|
New
|
|
|
120
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
121
|
Resolute Wealth Strategies
Jackson,
Mississippi
|
$206K
|
–
|
–
|
–
|
|
|
122
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$202K
|
+$199K
|
+3,771
|
New
|
|
|
123
|
IFP Advisors
Tampa,
Florida
|
$177K
|
-$3.27K
|
-62
|
-2%
|
|
|
124
|
Geneos Wealth Management
Englewood,
Colorado
|
$164K
|
+$47.9K
|
+908
|
+42%
|
|
|
125
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$136K
|
+$134K
|
+2,532
|
New
|
|
