|
126
|
Geneos Wealth Management
Englewood,
Colorado
|
$476K
|
+$448K
|
+8,072
|
+14,676%
|
|
|
127
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$473K
|
-$9.11K
|
-164
|
-2%
|
|
|
128
|
Strategic Blueprint
Atlanta,
Georgia
|
$458K
|
+$435K
|
+7,826
|
New
|
|
|
129
|
Custos Family Office
Austin,
Texas
|
$458K
|
-$38.8K
|
-698
|
-8%
|
|
|
130
|
Harbour Investments
Madison,
Wisconsin
|
$453K
|
+$84K
|
+1,513
|
+24%
|
|
|
131
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$444K
|
+$28.4K
|
+512
|
+7%
|
|
|
132
|
Sather Financial Group
Victoria,
Texas
|
$414K
|
+$393K
|
+7,071
|
New
|
|
|
133
|
Diversify Advisory Services
Sandy,
Utah
|
$414K
|
+$399K
|
+7,178
|
New
|
|
|
134
|
Horizon Family Wealth
Chicago,
Illinois
|
$410K
|
+$14.6K
|
+263
|
+4%
|
|
|
135
|
Raymond James Trust
St. Petersburg,
Florida
|
$398K
|
-$666
|
-12
|
-0.2%
|
|
|
136
|
Middleton & Co
Boston,
Massachusetts
|
$388K
|
+$368K
|
+6,632
|
New
|
|
|
137
|
Argent Trust Co
Nashville,
Tennessee
|
$387K
|
–
|
–
|
–
|
|
|
138
|
Bessemer Group
Woodbridge,
New Jersey
|
$383K
|
+$359K
|
+6,470
|
+8,627%
|
|
|
139
|
FirstPurpose Wealth
Orem,
Utah
|
$373K
|
+$364K
|
+6,550
|
New
|
|
|
140
|
Blue Edge Capital
Richmond,
Virginia
|
$354K
|
+$75.4K
|
+1,357
|
+29%
|
|
|
141
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$350K
|
+$8.33K
|
+150
|
+3%
|
|
|
142
|
Cresset Asset Management
Chicago,
Illinois
|
$347K
|
+$6.33K
|
+114
|
+2%
|
|
|
143
|
Patron Partners
Houston,
Texas
|
$347K
|
-$190K
|
-3,424
|
-37%
|
|
|
144
|
HBW Advisory Services
Simi Valley,
California
|
$344K
|
–
|
–
|
–
|
|
|
145
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$330K
|
-$833
|
-15
|
-0.3%
|
|
|
146
|
Private Trust Company
Cleveland,
Ohio
|
$327K
|
+$52.7K
|
+949
|
+20%
|
|
|
147
|
Kestra Advisory Services
Austin,
Texas
|
$325K
|
+$308K
|
+5,545
|
New
|
|
|
148
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$323K
|
-$135K
|
-2,431
|
-31%
|
|
|
149
|
Wintrust Investments
Chicago,
Illinois
|
$319K
|
-$5.89K
|
-106
|
-2%
|
|
|
150
|
NewEdge Advisors
New Orleans,
Louisiana
|
$318K
|
-$482K
|
-8,675
|
-62%
|
|
