|
101
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$633K
|
+$20.2K
|
+1,718
|
+3%
|
|
|
102
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$618K
|
+$17.6K
|
+1,500
|
+3%
|
|
|
103
|
BNC Wealth Management
Beaverton,
Oregon
|
$618K
|
–
|
–
|
–
|
|
|
104
|
Claro Advisors
Boston,
Massachusetts
|
$602K
|
–
|
–
|
–
|
|
|
105
|
City of London Investment Management
London,
United Kingdom
|
$591K
|
-$3.47M
|
-295,519
|
-85%
|
|
|
106
|
CFM Wealth Partners
Austin,
Texas
|
$587K
|
–
|
–
|
–
|
|
|
107
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$580K
|
+$86.6K
|
+7,373
|
+17%
|
|
|
108
|
Wealthspire Advisors (New York)
New York
|
$571K
|
+$582K
|
+49,552
|
New
|
|
|
109
|
Orleans Capital Management
Mandeville,
Louisiana
|
$540K
|
-$23.5K
|
-2,000
|
-4%
|
|
|
110
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$536K
|
+$239K
|
+20,369
|
+78%
|
|
|
111
|
VestGen Advisors
Inverness,
Illinois
|
$518K
|
+$529K
|
+45,000
|
New
|
|
|
112
|
PFG Investments
Woodbury,
New York
|
$511K
|
+$775
|
+66
|
+0.1%
|
|
|
113
|
Comerica Bank
Dallas,
Texas
|
$478K
|
-$7.19K
|
-612
|
-1%
|
|
|
114
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$464K
|
+$10.3K
|
+876
|
+2%
|
|
|
115
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$459K
|
-$16.4K
|
-1,398
|
-3%
|
|
|
116
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$440K
|
+$3.54K
|
+301
|
+0.8%
|
|
|
117
|
Snowden Capital Advisors
New York
|
$421K
|
+$51.8K
|
+4,408
|
+14%
|
|
|
118
|
|
$413K
|
+$421K
|
+35,829
|
New
|
|
|
119
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$405K
|
–
|
–
|
–
|
|
|
120
|
Atala Financial
Calabasas,
California
|
$403K
|
–
|
–
|
–
|
|
|
121
|
Journey Strategic Wealth
Summit,
New Jersey
|
$400K
|
-$109K
|
-9,264
|
-21%
|
|
|
122
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$390K
|
+$69.8K
|
+5,945
|
+21%
|
|
|
123
|
Truist Financial
Charlotte,
North Carolina
|
$370K
|
-$25.9K
|
-2,207
|
-6%
|
|
|
124
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$367K
|
–
|
–
|
–
|
|
|
125
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$364K
|
+$371K
|
+31,605
|
New
|
|
