|
126
|
Truist Financial
Charlotte,
North Carolina
|
$218K
|
-$18.6K
|
-680
|
-9%
|
|
|
127
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$217K
|
+$200K
|
+7,295
|
New
|
|
|
128
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$211K
|
+$194K
|
+7,097
|
New
|
|
|
129
|
Fidelity Investments
Boston,
Massachusetts
|
$210K
|
+$2.74K
|
+100
|
+1%
|
|
|
130
|
Seven Mile Advisory
Ewing,
New Jersey
|
$208K
|
+$192K
|
+7,000
|
New
|
|
|
131
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$208K
|
-$29.6K
|
-1,080
|
-13%
|
|
|
132
|
Crescent Sterling
Metairie,
Louisiana
|
$207K
|
+$190K
|
+6,935
|
New
|
|
|
133
|
Zhang Financial
Portage,
Michigan
|
$205K
|
+$189K
|
+6,900
|
New
|
|
|
134
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$200K
|
+$14.8K
|
+540
|
+9%
|
|
|
135
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$181K
|
–
|
–
|
–
|
|
|
136
|
IFP Advisors
Tampa,
Florida
|
$167K
|
-$19.5K
|
-712
|
-11%
|
|
|
137
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$164K
|
+$151K
|
+5,500
|
New
|
|
|
138
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$158K
|
-$2.74K
|
-100
|
-2%
|
|
|
139
|
Legacy Bridge
West Des Moines,
Iowa
|
$155K
|
–
|
–
|
–
|
|
|
140
|
Bogart Wealth LLC
Mclean,
Virginia
|
$154K
|
+$192
|
+7
|
+0.1%
|
|
|
141
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$147K
|
–
|
–
|
–
|
|
|
142
|
Harbour Investments
Madison,
Wisconsin
|
$140K
|
+$137
|
+5
|
+0.1%
|
|
|
143
|
Joseph Group Capital Management
Columbus,
Ohio
|
$139K
|
+$41.6K
|
+1,519
|
+48%
|
|
|
144
|
EP Wealth Advisors
Torrance,
California
|
$138K
|
-$172K
|
-6,280
|
-58%
|
|
|
145
|
SOA Wealth Advisors
New York
|
$134K
|
-$12.6K
|
-460
|
-9%
|
|
|
146
|
Impact Partnership Wealth
Marietta,
Georgia
|
$127K
|
–
|
–
|
–
|
|
|
147
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$124K
|
-$53.2K
|
-1,940
|
-32%
|
|
|
148
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$124K
|
–
|
–
|
–
|
|
|
149
|
Family Asset Management
Charleston,
South Carolina
|
$118K
|
+$109K
|
+3,975
|
New
|
|
|
150
|
Comerica Bank
Dallas,
Texas
|
$115K
|
-$795
|
-29
|
-0.7%
|
|
