|
201
|
Meridian Wealth Management
Lexington,
Kentucky
|
$625K
|
-$1.22M
|
-24,374
|
-66%
|
|
|
202
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$612K
|
-$184K
|
-3,690
|
-23%
|
|
|
203
|
Private Trust Company
Cleveland,
Ohio
|
$609K
|
-$436K
|
-8,735
|
-42%
|
|
|
204
|
TrueWealth Advisors
Birmingham,
Alabama
|
$608K
|
-$8.09K
|
-162
|
-1%
|
|
|
205
|
Red Crane Wealth Management
San Francisco,
California
|
$603K
|
-$58K
|
-1,162
|
-9%
|
|
|
206
|
KPP Advisory Services
Louisville,
Kentucky
|
$585K
|
-$5.59K
|
-112
|
-0.9%
|
|
|
207
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$562K
|
+$5.19K
|
+104
|
+0.9%
|
|
|
208
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$560K
|
-$379K
|
-7,590
|
-40%
|
|
|
209
|
Mattern Wealth Management
Lawrence,
Kansas
|
$534K
|
+$535K
|
+10,710
|
New
|
|
|
210
|
Leavell Investment Management
Mobile,
Alabama
|
$517K
|
–
|
–
|
–
|
|
|
211
|
Elmwood Wealth Management
Berkeley,
California
|
$515K
|
–
|
–
|
–
|
|
|
212
|
Opal Wealth Advisors
Jericho,
New York
|
$513K
|
-$118K
|
-2,359
|
-19%
|
|
|
213
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$499K
|
+$499K
|
+10,000
|
New
|
|
|
214
|
Golden State Wealth Management
Santa Ana,
California
|
$492K
|
+$1.9K
|
+38
|
+0.4%
|
|
|
215
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$483K
|
-$2.5K
|
-50
|
-0.5%
|
|
|
216
|
Centaurus Financial
Anaheim,
California
|
$455K
|
-$139K
|
-2,779
|
-23%
|
|
|
217
|
Prosperity Wealth Management
San Ramon,
California
|
$453K
|
-$7.99K
|
-160
|
-2%
|
|
|
218
|
Everstar Asset Management
Mooresville,
North Carolina
|
$450K
|
+$119K
|
+2,387
|
+36%
|
|
|
219
|
Wealthstar Advisors
Plano,
Texas
|
$445K
|
-$6.45M
|
-129,169
|
-94%
|
|
|
220
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$444K
|
–
|
–
|
–
|
|
|
221
|
Financial Guidance Group
Palm Harbor,
Florida
|
$444K
|
–
|
–
|
–
|
|
|
222
|
Savvy Advisors Inc
New York
|
$432K
|
-$8.49K
|
-170
|
-2%
|
|
|
223
|
Integrity Financial
Cheyenne,
Wyoming
|
$420K
|
–
|
–
|
–
|
|
|
224
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$405K
|
+$405K
|
+8,116
|
New
|
|
|
225
|
Cassilly Financial Group
Severna Park,
Maryland
|
$404K
|
+$405K
|
+8,101
|
New
|
|
