|
151
|
Montis Financial
Waltham,
Massachusetts
|
$818K
|
–
|
–
|
–
|
|
|
152
|
MAI Capital Management
Independence,
Ohio
|
$816K
|
+$72.9K
|
+2,766
|
+11%
|
|
|
153
|
Valeo Financial Advisors
Carmel,
Indiana
|
$804K
|
-$659
|
-25
|
-0.1%
|
|
|
154
|
Transcend Capital Advisors
Madison,
New Jersey
|
$798K
|
+$741K
|
+28,100
|
New
|
|
|
155
|
IHT Wealth Management
Chicago,
Illinois
|
$787K
|
–
|
–
|
–
|
|
|
156
|
Mercer Global Advisors
Denver,
Colorado
|
$769K
|
-$221K
|
-8,395
|
-24%
|
|
|
157
|
|
$766K
|
-$146K
|
-5,522
|
-17%
|
|
|
158
|
Blue Trust Inc
Alpharetta,
Georgia
|
$765K
|
+$702K
|
+26,632
|
+8,877%
|
|
|
159
|
Advisory Services Network
Atlanta,
Georgia
|
$756K
|
+$2.64K
|
+100
|
+0.4%
|
|
|
160
|
IPG Investment Advisors
San Diego,
California
|
$746K
|
–
|
–
|
–
|
|
|
161
|
Franklin Resources
San Mateo,
California
|
$734K
|
–
|
–
|
–
|
|
|
162
|
Accordant Advisory Group
Annapolis,
Maryland
|
$729K
|
+$3.4K
|
+129
|
+0.5%
|
|
|
163
|
Tradition Wealth Management
Edina,
Minnesota
|
$712K
|
–
|
–
|
–
|
|
|
164
|
Stenahm Asset Management
Guernsey
|
$710K
|
+$659K
|
+25,000
|
New
|
|
|
165
|
Camelot Technology Advisors
San Francisco,
California
|
$709K
|
–
|
–
|
–
|
|
|
166
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$709K
|
–
|
–
|
–
|
|
|
167
|
Rockefeller Capital Management
New York
|
$693K
|
+$127K
|
+4,810
|
+25%
|
|
|
168
|
Summit Global Investments
Bountiful,
Utah
|
$689K
|
–
|
–
|
–
|
|
|
169
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$689K
|
+$254K
|
+9,619
|
+66%
|
|
|
170
|
Steward Partners Investment Advisory
New York
|
$681K
|
-$50.1K
|
-1,900
|
-7%
|
|
|
171
|
Prospera Financial Services
Dallas,
Texas
|
$658K
|
+$54K
|
+2,050
|
+10%
|
|
|
172
|
Strategic Financial Concepts
San Antonio,
Texas
|
$657K
|
+$16.9K
|
+641
|
+3%
|
|
|
173
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$647K
|
–
|
–
|
–
|
|
|
174
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$625K
|
–
|
–
|
–
|
|
|
175
|
SouthState Corp
Winter Haven,
Florida
|
$612K
|
+$25.3K
|
+958
|
+5%
|
|
