|
101
|
Truist Financial
Charlotte,
North Carolina
|
$276K
|
-$59.6K
|
-797
|
-19%
|
|
|
102
|
Perigon Wealth Management
San Francisco,
California
|
$275K
|
+$255K
|
+3,404
|
New
|
|
|
103
|
Global Assets Advisory
Orlando,
Florida
|
$266K
|
+$246K
|
+3,294
|
New
|
|
|
104
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$265K
|
-$2.24K
|
-30
|
-0.9%
|
|
|
105
|
MONECO Advisors
Fairfield,
Connecticut
|
$254K
|
+$235K
|
+3,144
|
New
|
|
|
106
|
Financial Advocates Investment Management
Olympia,
Washington
|
$225K
|
-$10.9K
|
-146
|
-5%
|
|
|
107
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$220K
|
+$204K
|
+2,725
|
New
|
|
|
108
|
Berger Financial Group
Plymouth,
Minnesota
|
$211K
|
+$196K
|
+2,615
|
New
|
|
|
109
|
Wambolt & Associates
Littleton,
Colorado
|
$205K
|
+$190K
|
+2,537
|
New
|
|
|
110
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$193K
|
+$88.3K
|
+1,181
|
+98%
|
|
|
111
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$120K
|
–
|
–
|
–
|
|
|
112
|
Geneos Wealth Management
Englewood,
Colorado
|
$100K
|
–
|
–
|
–
|
|
|
113
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$78K
|
–
|
–
|
–
|
|
|
114
|
Cambridge Trust
Cambridge,
Massachusetts
|
$28.8K
|
–
|
–
|
–
|
|
|
115
|
Private Trust Company
Cleveland,
Ohio
|
$27.3K
|
+$25.3K
|
+338
|
New
|
|
|
116
|
Farther Finance Advisors
San Francisco,
California
|
$21.6K
|
+$8.97K
|
+120
|
+81%
|
|
|
117
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$16.1K
|
–
|
–
|
–
|
|
|
118
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.4K
|
–
|
–
|
–
|
|
|
119
|
Global Retirement Partners
San Rafael,
California
|
$9.71K
|
–
|
–
|
–
|
|
|
120
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$9.6K
|
+$8.9K
|
+119
|
New
|
|
|
121
|
Realta Investment Advisors
Wilmington,
Delaware
|
$6.54K
|
+$6.06K
|
+81
|
New
|
|
|
122
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.17K
|
–
|
–
|
–
|
|
|
123
|
Venturi Wealth Management
Austin,
Texas
|
$1.78K
|
+$1.65K
|
+22
|
New
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
$1.7K
|
+$1.57K
|
+21
|
New
|
|
|
125
|
Bogart Wealth LLC
Mclean,
Virginia
|
$404
|
–
|
–
|
–
|
|
