|
151
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.01M
|
-$280K
|
-4,907
|
-13%
|
|
|
152
|
Fulton Bank
Lancaster,
Pennsylvania
|
$1.99M
|
-$60.8K
|
-1,066
|
-3%
|
|
|
153
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.99M
|
–
|
–
|
–
|
|
|
154
|
Great Diamond Partners
Portland,
Maine
|
$1.98M
|
+$20K
|
+351
|
+1%
|
|
|
155
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.96M
|
+$88.5K
|
+1,550
|
+5%
|
|
|
156
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1.95M
|
-$1.39M
|
-24,441
|
-43%
|
|
|
157
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.94M
|
-$1.51M
|
-26,528
|
-45%
|
|
|
158
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$1.9M
|
+$1.83M
|
+32,084
|
New
|
|
|
159
|
Cresset Asset Management
Chicago,
Illinois
|
$1.89M
|
+$970K
|
+17,000
|
+115%
|
|
|
160
|
Citadel Advisors
Miami,
Florida
|
$1.87M
|
+$1.41M
|
+24,620
|
+352%
|
|
|
161
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$1.85M
|
-$39.8K
|
-698
|
-2%
|
|
|
162
|
Vontobel Holding
Zurich,
Switzerland
|
$1.81M
|
–
|
–
|
–
|
|
|
163
|
Flagstar Advisors
New York
|
$1.78M
|
-$2.85K
|
-50
|
-0.2%
|
|
|
164
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$1.76M
|
+$1.7M
|
+29,803
|
New
|
|
|
165
|
Purus Wealth Management
Newport Beach,
California
|
$1.76M
|
+$31.9K
|
+559
|
+2%
|
|
|
166
|
Belpointe Asset Management
Reno,
Nevada
|
$1.72M
|
+$78K
|
+1,366
|
+5%
|
|
|
167
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$1.62M
|
+$193K
|
+3,378
|
+14%
|
|
|
168
|
Peterson Wealth Management
Sparks,
Nevada
|
$1.55M
|
-$112K
|
-1,968
|
-7%
|
|
|
169
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.51M
|
-$93.3K
|
-1,635
|
-6%
|
|
|
170
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$1.5M
|
+$114
|
+2
|
+0%
|
|
|
171
|
Parallel Advisors
San Francisco,
California
|
$1.49M
|
+$61.9K
|
+1,084
|
+5%
|
|
|
172
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.48M
|
+$119K
|
+2,088
|
+9%
|
|
|
173
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.47M
|
+$925K
|
+16,199
|
+187%
|
|
|
174
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.46M
|
+$18.3K
|
+320
|
+1%
|
|
|
175
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.45M
|
–
|
–
|
–
|
|
