|
101
|
Baker Avenue Asset Management
San Francisco,
California
|
$464K
|
-$81.5K
|
-930
|
-15%
|
|
|
102
|
Element Wealth
Ridgeland,
Mississippi
|
$459K
|
-$1.22M
|
-13,963
|
-72%
|
|
|
103
|
|
$458K
|
+$471K
|
+5,375
|
New
|
|
|
104
|
Destiny Wealth Partners
Tavares,
Florida
|
$453K
|
–
|
–
|
–
|
|
|
105
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$453K
|
+$27.2K
|
+311
|
+6%
|
|
|
106
|
Belpointe Asset Management
Reno,
Nevada
|
$452K
|
-$293K
|
-3,345
|
-39%
|
|
|
107
|
Alpha Cubed Investments
Irvine,
California
|
$444K
|
-$162K
|
-1,850
|
-26%
|
|
|
108
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$442K
|
-$1.14K
|
-13
|
-0.2%
|
|
|
109
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$427K
|
-$3.5K
|
-40
|
-0.8%
|
|
|
110
|
AE Wealth Management
Topeka,
Kansas
|
$425K
|
-$11M
|
-125,772
|
-96%
|
|
|
111
|
Fidelity Investments
Boston,
Massachusetts
|
$400K
|
-$44.7K
|
-510
|
-10%
|
|
|
112
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$396K
|
-$3.42K
|
-39
|
-0.8%
|
|
|
113
|
Perigon Wealth Management
San Francisco,
California
|
$392K
|
-$10.7K
|
-122
|
-3%
|
|
|
114
|
Strategy Asset Managers
Pasadena,
California
|
$391K
|
+$17.6K
|
+201
|
+5%
|
|
|
115
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$390K
|
+$7.45K
|
+85
|
+2%
|
|
|
116
|
Old Port Advisors
Portland,
Maine
|
$384K
|
–
|
–
|
–
|
|
|
117
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$382K
|
–
|
–
|
–
|
|
|
118
|
Principle Wealth Partners
Madison,
Connecticut
|
$374K
|
–
|
–
|
–
|
|
|
119
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$373K
|
–
|
–
|
–
|
|
|
120
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$367K
|
-$598K
|
-6,823
|
-62%
|
|
|
121
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$360K
|
+$32.7K
|
+373
|
+10%
|
|
|
122
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$353K
|
–
|
–
|
–
|
|
|
123
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$340K
|
+$110K
|
+1,256
|
+46%
|
|
|
124
|
Independent Financial Group
San Diego,
California
|
$333K
|
-$37.9K
|
-432
|
-10%
|
|
|
125
|
Salomon & Ludwin
Richmond,
Virginia
|
$323K
|
-$76.1K
|
-869
|
-19%
|
|
