|
101
|
Beaumont Asset Management
Beaumont,
Texas
|
$1.05M
|
+$171K
|
+1,235
|
+20%
|
|
|
102
|
Wedbush Securities
Los Angeles,
California
|
$1.04M
|
+$230K
|
+1,666
|
+29%
|
|
|
103
|
AssetMark Inc
Concord,
California
|
$1.04M
|
+$1.03M
|
+7,429
|
New
|
|
|
104
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
105
|
United Capital Financial Advisors
Irving,
Texas
|
$1.03M
|
+$1.02M
|
+7,382
|
New
|
|
|
106
|
Corient Private Wealth
Miami,
Florida
|
$1M
|
+$989K
|
+7,164
|
New
|
|
|
107
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$985K
|
-$327K
|
-2,370
|
-25%
|
|
|
108
|
Summit Trail Advisors
New York
|
$970K
|
+$5.94K
|
+43
|
+0.6%
|
|
|
109
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$963K
|
+$457K
|
+3,310
|
+96%
|
|
|
110
|
First Bancorp
Damariscotta,
Maine
|
$934K
|
-$3.59K
|
-26
|
-0.4%
|
|
|
111
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$908K
|
+$448K
|
+3,246
|
+100%
|
|
|
112
|
Equitable Holdings
New York
|
$892K
|
+$5.94K
|
+43
|
+0.7%
|
|
|
113
|
KWB Wealth
Redlands,
California
|
$891K
|
-$12.7K
|
-92
|
-1%
|
|
|
114
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$879K
|
+$867K
|
+6,277
|
New
|
|
|
115
|
US Bancorp
Minneapolis,
Minnesota
|
$869K
|
–
|
–
|
–
|
|
|
116
|
Personal CFO Solutions
Chester,
New Jersey
|
$855K
|
+$609K
|
+4,409
|
+260%
|
|
|
117
|
Apeiron RIA
Dallas,
Texas
|
$847K
|
-$29.5K
|
-214
|
-3%
|
|
|
118
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$776K
|
+$765K
|
+5,541
|
New
|
|
|
119
|
Lowery Thomas LLC
Pebble Beach,
California
|
$776K
|
+$764K
|
+5,537
|
New
|
|
|
120
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$776K
|
+$178K
|
+1,287
|
+30%
|
|
|
121
|
Essex Financial Services
Essex,
Connecticut
|
$763K
|
-$54.1K
|
-392
|
-7%
|
|
|
122
|
Blue Trust Inc
Alpharetta,
Georgia
|
$747K
|
+$348K
|
+2,523
|
+72%
|
|
|
123
|
MGO One Seven
Beachwood,
Ohio
|
$746K
|
+$368K
|
+2,669
|
+100%
|
|
|
124
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$712K
|
+$8.97K
|
+65
|
+1%
|
|
|
125
|
Franklin Resources
San Mateo,
California
|
$710K
|
-$105K
|
-758
|
-13%
|
|
