|
101
|
CRA Financial Services
Northfield,
New Jersey
|
$362K
|
-$191K
|
-5,890
|
-35%
|
|
|
102
|
CreativeOne Wealth
Overland Park,
Kansas
|
$360K
|
+$348K
|
+10,752
|
New
|
|
|
103
|
Berkshire Money Management
Dalton,
Massachusetts
|
$357K
|
–
|
–
|
–
|
|
|
104
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$354K
|
–
|
–
|
–
|
|
|
105
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$348K
|
–
|
–
|
–
|
|
|
106
|
MAI Capital Management
Independence,
Ohio
|
$342K
|
-$261K
|
-8,080
|
-44%
|
|
|
107
|
Marcum Wealth
Cleveland,
Ohio
|
$322K
|
–
|
–
|
–
|
|
|
108
|
My Personal CFO LLC
Vancouver,
Washington
|
$307K
|
+$53.7K
|
+1,659
|
+22%
|
|
|
109
|
RFG Advisory
Birmingham,
Alabama
|
$284K
|
–
|
–
|
–
|
|
|
110
|
BCGM Wealth Management
Lafayette,
Indiana
|
$282K
|
+$273K
|
+8,425
|
New
|
|
|
111
|
XML Financial
Bethesda,
Maryland
|
$267K
|
–
|
–
|
–
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$238K
|
-$647
|
-20
|
-0.3%
|
|
|
113
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$229K
|
–
|
–
|
–
|
|
|
114
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$219K
|
–
|
–
|
–
|
|
|
115
|
MBL Wealth
Charlotte,
North Carolina
|
$201K
|
-$34.5K
|
-1,065
|
-15%
|
|
|
116
|
UBS Group
Zurich,
Switzerland
|
$117K
|
-$3.3K
|
-102
|
-3%
|
|
|
117
|
Sutton Wealth Advisors
Tampa,
Florida
|
$104K
|
–
|
–
|
–
|
|
|
118
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$101K
|
–
|
–
|
–
|
|
|
119
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$96K
|
-$562K
|
-17,388
|
-86%
|
|
|
120
|
Clearstead Advisors
Cleveland,
Ohio
|
$78K
|
–
|
–
|
–
|
|
|
121
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$76.7K
|
–
|
–
|
–
|
|
|
122
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$72K
|
–
|
–
|
–
|
|
|
123
|
Fiduciary Alliance
Greenville,
South Carolina
|
$70.3K
|
+$67.9K
|
+2,100
|
New
|
|
|
124
|
Harbour Investments
Madison,
Wisconsin
|
$69.5K
|
–
|
–
|
–
|
|
|
125
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$43.8K
|
–
|
–
|
–
|
|
