|
151
|
Fidelity Investments
Boston,
Massachusetts
|
$413K
|
+$28K
|
+913
|
+8%
|
|
|
152
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$409K
|
-$3.61K
|
-118
|
-0.9%
|
|
|
153
|
Trek Financial
Scottsdale,
Arizona
|
$404K
|
-$8.21K
|
-268
|
-2%
|
|
|
154
|
Holderness Investments Company
Greensboro,
North Carolina
|
$404K
|
-$40.9K
|
-1,334
|
-10%
|
|
|
155
|
Coastline Trust
Providence,
Rhode Island
|
$400K
|
+$43.5K
|
+1,421
|
+13%
|
|
|
156
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$397K
|
+$34.3K
|
+1,121
|
+10%
|
|
|
157
|
Citadel Advisors
Miami,
Florida
|
$396K
|
+$378K
|
+12,330
|
New
|
|
|
158
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$380K
|
+$18.3K
|
+596
|
+5%
|
|
|
159
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$378K
|
+$40.5K
|
+1,321
|
+13%
|
|
|
160
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$376K
|
-$1.04M
|
-33,987
|
-74%
|
|
|
161
|
Western Wealth Management
Golden,
Colorado
|
$373K
|
+$18.4K
|
+602
|
+5%
|
|
|
162
|
Sonoma Private Wealth
Sonoma,
California
|
$370K
|
+$19.8K
|
+646
|
+6%
|
|
|
163
|
|
$368K
|
-$55.5K
|
-1,813
|
-14%
|
|
|
164
|
Insight Advisors
Newtown,
Pennsylvania
|
$367K
|
-$202K
|
-6,595
|
-37%
|
|
|
165
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$367K
|
–
|
–
|
–
|
|
|
166
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$361K
|
-$56.7K
|
-1,852
|
-14%
|
|
|
167
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$348K
|
+$11.1K
|
+362
|
+3%
|
|
|
168
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$348K
|
-$33.7K
|
-1,100
|
-9%
|
|
|
169
|
Concurrent Investment Advisors
Tampa,
Florida
|
$343K
|
+$30.8K
|
+1,006
|
+10%
|
|
|
170
|
KFG Wealth Management
Granger,
Indiana
|
$341K
|
+$19.4K
|
+635
|
+6%
|
|
|
171
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$337K
|
-$5.33K
|
-174
|
-2%
|
|
|
172
|
David Kennon
Sarasota,
Florida
|
$329K
|
–
|
–
|
–
|
|
|
173
|
PFG Advisors
Phoenix,
Arizona
|
$328K
|
+$12.3K
|
+403
|
+4%
|
|
|
174
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$324K
|
+$61
|
+2
|
+0%
|
|
|
175
|
Perigon Wealth Management
San Francisco,
California
|
$323K
|
+$29.4K
|
+961
|
+11%
|
|
