|
126
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$260K
|
+$85.1K
|
+1,370
|
+46%
|
|
|
127
|
Life Planning Partners
Jacksonville,
Florida
|
$248K
|
–
|
–
|
–
|
|
|
128
|
Plancorp LLC
Saint Louis,
Missouri
|
$248K
|
+$21.4K
|
+345
|
+10%
|
|
|
129
|
Orcam Financial Group
Encinitas,
California
|
$242K
|
+$248
|
+4
|
+0.1%
|
|
|
130
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$239K
|
–
|
–
|
–
|
|
|
131
|
WealthShield Partners
Cary,
North Carolina
|
$236K
|
-$23.6K
|
-380
|
-9%
|
|
|
132
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$215K
|
+$223K
|
+3,585
|
New
|
|
|
133
|
Kane Co Wealth Management
Johnston,
Iowa
|
$206K
|
+$213K
|
+3,428
|
New
|
|
|
134
|
Sage Rhino Capital
Menlo Park,
California
|
$201K
|
+$208K
|
+3,353
|
New
|
|
|
135
|
|
$201K
|
+$25.8K
|
+415
|
+14%
|
|
|
136
|
Osaic Holdings
Scottsdale,
Arizona
|
$179K
|
+$98K
|
+1,578
|
+113%
|
|
|
137
|
Private Trust Company
Cleveland,
Ohio
|
$176K
|
–
|
–
|
–
|
|
|
138
|
Cardiff Park Advisors
Carlsbad,
California
|
$163K
|
+$186
|
+3
|
+0.1%
|
|
|
139
|
US Bancorp
Minneapolis,
Minnesota
|
$121K
|
–
|
–
|
–
|
|
|
140
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$120K
|
+$120K
|
+1,937
|
+3,124%
|
|
|
141
|
3 Factor Indexing
Sacramento,
California
|
$94.2K
|
+$97.5K
|
+1,570
|
New
|
|
|
142
|
Fidelity Investments
Boston,
Massachusetts
|
$80.7K
|
+$76.5K
|
+1,231
|
+1,070%
|
|
|
143
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$67.4K
|
-$745
|
-12
|
-1%
|
|
|
144
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$64.5K
|
+$60.1K
|
+967
|
+895%
|
|
|
145
|
UBS Group
Zurich,
Switzerland
|
$55.8K
|
+$43K
|
+693
|
+291%
|
|
|
146
|
Allworth Financial
Folsom,
California
|
$55.8K
|
–
|
–
|
–
|
|
|
147
|
Signature Equity Partners
Columbus,
Ohio
|
$47K
|
+$48.7K
|
+784
|
New
|
|
|
148
|
MAI Capital Management
Independence,
Ohio
|
$45.9K
|
+$47.6K
|
+766
|
New
|
|
|
149
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$35.4K
|
–
|
–
|
–
|
|
|
150
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$25.4K
|
-$62
|
-1
|
-0.2%
|
|
