|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$623K
|
-$52.5K
|
-4,660
|
-8%
|
|
|
102
|
Claro Advisors
Boston,
Massachusetts
|
$609K
|
-$20.9K
|
-1,851
|
-3%
|
|
|
103
|
Summit Financial
Parsippany,
New Jersey
|
$601K
|
+$355K
|
+31,461
|
+162%
|
|
|
104
|
Corient Private Wealth
Miami,
Florida
|
$583K
|
–
|
–
|
–
|
|
|
105
|
Realta Investment Advisors
Wilmington,
Delaware
|
$574K
|
–
|
–
|
–
|
|
|
106
|
RFG Advisory
Birmingham,
Alabama
|
$564K
|
+$25.9K
|
+2,301
|
+5%
|
|
|
107
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$563K
|
-$1.19M
|
-105,578
|
-69%
|
|
|
108
|
Truist Financial
Charlotte,
North Carolina
|
$556K
|
–
|
–
|
–
|
|
|
109
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$541K
|
+$519K
|
+46,047
|
New
|
|
|
110
|
Concurrent Investment Advisors
Tampa,
Florida
|
$532K
|
+$27.9K
|
+2,470
|
+6%
|
|
|
111
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$522K
|
+$127K
|
+11,262
|
+34%
|
|
|
112
|
Journey Strategic Wealth
Summit,
New Jersey
|
$483K
|
-$111K
|
-9,814
|
-19%
|
|
|
113
|
Portfolio Strategies
Monsey,
New York
|
$470K
|
–
|
–
|
–
|
|
|
114
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$466K
|
-$442K
|
-39,163
|
-50%
|
|
|
115
|
GeoWealth Management
Chicago,
Illinois
|
$466K
|
-$421K
|
-37,373
|
-48%
|
|
|
116
|
Smith, Moore & Co
Clayton,
Missouri
|
$452K
|
-$3.1K
|
-275
|
-0.7%
|
|
|
117
|
Comerica Bank
Dallas,
Texas
|
$440K
|
-$126K
|
-11,167
|
-23%
|
|
|
118
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$429K
|
-$80.1K
|
-7,104
|
-16%
|
|
|
119
|
|
$427K
|
+$410K
|
+36,329
|
New
|
|
|
120
|
Gould Capital
Tacoma,
Washington
|
$417K
|
-$1.06K
|
-94
|
-0.3%
|
|
|
121
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$403K
|
–
|
–
|
–
|
|
|
122
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$400K
|
-$181K
|
-16,047
|
-34%
|
|
|
123
|
D.A. Davidson & Co
Great Falls,
Montana
|
$381K
|
+$428
|
+38
|
+0.1%
|
|
|
124
|
Silverlake Wealth Management
Williston,
Vermont
|
$379K
|
+$710
|
+63
|
+0.2%
|
|
|
125
|
CFM Wealth Partners
Austin,
Texas
|
$376K
|
–
|
–
|
–
|
|
