|
101
|
Rovin Capital
Mesa,
Arizona
|
$554K
|
+$10.3K
|
+256
|
+2%
|
|
|
102
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$540K
|
+$40
|
+1
|
+0%
|
|
|
103
|
New Insight Wealth Advisors
San Ramon,
California
|
$506K
|
-$81.5K
|
-2,022
|
-15%
|
|
|
104
|
Retirement Planning Group (New York)
Malta,
New York
|
$504K
|
+$13.1K
|
+324
|
+3%
|
|
|
105
|
EP Wealth Advisors
Torrance,
California
|
$489K
|
+$25.7K
|
+637
|
+6%
|
|
|
106
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$480K
|
+$2.06K
|
+51
|
+0.5%
|
|
|
107
|
Silver Oak Securities
Jackson,
Tennessee
|
$415K
|
–
|
–
|
–
|
|
|
108
|
Copia Wealth Management
Bend,
Oregon
|
$409K
|
+$19.8K
|
+492
|
+5%
|
|
|
109
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$384K
|
+$132K
|
+3,274
|
+59%
|
|
|
110
|
World Investment Advisors
Santa Barbara,
California
|
$381K
|
-$1.1M
|
-27,306
|
-76%
|
|
|
111
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$373K
|
-$515K
|
-12,782
|
-60%
|
|
|
112
|
S.A. Mason
Holland,
Michigan
|
$365K
|
–
|
–
|
–
|
|
|
113
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$340K
|
–
|
–
|
–
|
|
|
114
|
Equitable Holdings
New York
|
$340K
|
+$57.9K
|
+1,437
|
+22%
|
|
|
115
|
Advisor OS
Chicago,
Illinois
|
$325K
|
+$302K
|
+7,500
|
New
|
|
|
116
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$317K
|
+$765
|
+19
|
+0.3%
|
|
|
117
|
Two Sigma Securities
New York
|
$312K
|
+$290K
|
+7,206
|
New
|
|
|
118
|
Montis Financial
Waltham,
Massachusetts
|
$307K
|
-$63.7K
|
-1,581
|
-18%
|
|
|
119
|
Bessemer Group
Woodbridge,
New Jersey
|
$306K
|
-$4.03K
|
-100
|
-1%
|
|
|
120
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$299K
|
–
|
–
|
–
|
|
|
121
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$295K
|
+$22.1K
|
+549
|
+9%
|
|
|
122
|
Insigneo Advisory Services
Miami,
Florida
|
$295K
|
-$10.4K
|
-259
|
-4%
|
|
|
123
|
MWA Asset Management
Lexington,
Massachusetts
|
$291K
|
-$86.6K
|
-2,149
|
-24%
|
|
|
124
|
Hall Capital Management
Barrington,
Rhode Island
|
$290K
|
–
|
–
|
–
|
|
|
125
|
Key Financial Inc
West Chester,
Pennsylvania
|
$289K
|
+$269K
|
+6,686
|
New
|
|
