|
151
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$215K
|
+$196K
|
+1,234
|
New
|
|
|
152
|
Safeguard Investment Advisory Group
Corona,
California
|
$213K
|
+$194K
|
+1,222
|
New
|
|
|
153
|
IEQ Capital
Foster City,
California
|
$210K
|
+$191K
|
+1,201
|
New
|
|
|
154
|
MAI Capital Management
Independence,
Ohio
|
$208K
|
+$12.8K
|
+81
|
+7%
|
|
|
155
|
Synergy Asset Management
Vancouver,
Washington
|
$207K
|
+$188K
|
+1,183
|
New
|
|
|
156
|
Verus Capital Partners
Scottsdale,
Arizona
|
$204K
|
+$185K
|
+1,167
|
New
|
|
|
157
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$201K
|
+$182K
|
+1,150
|
New
|
|
|
158
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$200K
|
–
|
–
|
–
|
|
|
159
|
Financial Perspectives
Minneapolis,
Minnesota
|
$193K
|
–
|
–
|
–
|
|
|
160
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$188K
|
-$50.1K
|
-316
|
-23%
|
|
|
161
|
Westside Investment Management
Santa Monica,
California
|
$170K
|
–
|
–
|
–
|
|
|
162
|
Principal Securities
Des Moines,
Iowa
|
$168K
|
+$6.98K
|
+44
|
+5%
|
|
|
163
|
Whipplewood Advisors
Littleton,
Colorado
|
$153K
|
–
|
–
|
–
|
|
|
164
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$152K
|
+$33.6K
|
+212
|
+32%
|
|
|
165
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$151K
|
+$24.6K
|
+155
|
+22%
|
|
|
166
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$145K
|
-$24.7K
|
-156
|
-16%
|
|
|
167
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$132K
|
-$79.3K
|
-500
|
-40%
|
|
|
168
|
Oxford Financial Group
Carmel,
Indiana
|
$115K
|
+$952
|
+6
|
+0.9%
|
|
|
169
|
AE Wealth Management
Topeka,
Kansas
|
$105K
|
-$42K
|
-265
|
-31%
|
|
|
170
|
UMB Bank
Kansas City,
Missouri
|
$104K
|
-$58.1K
|
-366
|
-38%
|
|
|
171
|
IFP Advisors
Tampa,
Florida
|
$97.3K
|
-$4.6K
|
-29
|
-5%
|
|
|
172
|
Serenus Wealth Advisors
Santa Monica,
California
|
$96.4K
|
+$15.3M
|
+96,392
|
New
|
|
|
173
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$96.4K
|
–
|
–
|
–
|
|
|
174
|
Jones Financial Companies
Des Peres,
Missouri
|
$93.1K
|
+$87.2K
|
+550
|
New
|
|
|
175
|
Global Retirement Partners
San Rafael,
California
|
$89.9K
|
-$33.2K
|
-209
|
-29%
|
|
