|
151
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$464K
|
+$58K
|
+1,975
|
+14%
|
|
|
152
|
Brown Advisory
Baltimore,
Maryland
|
$462K
|
–
|
–
|
–
|
|
|
153
|
SageView Advisory Group
Newport Beach,
California
|
$457K
|
-$79.6K
|
-2,712
|
-14%
|
|
|
154
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$455K
|
+$117
|
+4
|
+0%
|
|
|
155
|
Csenge Advisory Group
Clearwater,
Florida
|
$440K
|
+$59
|
+2
|
+0%
|
|
|
156
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$437K
|
+$80.5K
|
+2,742
|
+22%
|
|
|
157
|
Accredited Investors
Edina,
Minnesota
|
$430K
|
-$139K
|
-4,738
|
-24%
|
|
|
158
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$423K
|
-$5.87K
|
-200
|
-1%
|
|
|
159
|
Plimoth Trust
Plymouth,
Massachusetts
|
$411K
|
-$15K
|
-510
|
-3%
|
|
|
160
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$399K
|
-$119K
|
-4,037
|
-22%
|
|
|
161
|
Sebold Capital Management
Lisle,
Illinois
|
$397K
|
+$5.64K
|
+192
|
+1%
|
|
|
162
|
Equitable Holdings
New York
|
$392K
|
+$3.52K
|
+120
|
+0.9%
|
|
|
163
|
New Hampshire Trust
Concord,
New Hampshire
|
$388K
|
–
|
–
|
–
|
|
|
164
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$385K
|
+$2.2K
|
+75
|
+0.6%
|
|
|
165
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$382K
|
+$176
|
+6
|
+0%
|
|
|
166
|
Focus Financial Network
Minneapolis,
Minnesota
|
$373K
|
-$676K
|
-23,029
|
-64%
|
|
|
167
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$369K
|
-$209K
|
-7,106
|
-35%
|
|
|
168
|
Integrated Advisors Network
Dallas,
Texas
|
$368K
|
-$34.2K
|
-1,165
|
-8%
|
|
|
169
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$356K
|
+$39.5K
|
+1,344
|
+12%
|
|
|
170
|
Personal CFO Solutions
Chester,
New Jersey
|
$338K
|
+$35.2K
|
+1,200
|
+11%
|
|
|
171
|
Wintrust Investments
Chicago,
Illinois
|
$335K
|
–
|
–
|
–
|
|
|
172
|
Park Avenue Securities
New York
|
$331K
|
-$2.88K
|
-98
|
-0.8%
|
|
|
173
|
First National Trust
Hermitage,
Pennsylvania
|
$330K
|
-$71.2K
|
-2,427
|
-17%
|
|
|
174
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$330K
|
-$9.78K
|
-333
|
-3%
|
|
|
175
|
Founders Financial Securities
Towson,
Maryland
|
$329K
|
-$29.3K
|
-998
|
-8%
|
|
