|
351
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.19M
|
-$46.9K
|
-823
|
-4%
|
|
|
352
|
L.K. Benson & Company
Baltimore,
Maryland
|
$1.17M
|
+$150K
|
+2,626
|
+15%
|
|
|
353
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.17M
|
-$58.4K
|
-1,025
|
-5%
|
|
|
354
|
Black Swift Group
Boulder,
Colorado
|
$1.16M
|
+$1.14M
|
+20,000
|
New
|
|
|
355
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.16M
|
-$5.98K
|
-105
|
-0.5%
|
|
|
356
|
Long Island Wealth Management
Melville,
New York
|
$1.15M
|
+$107K
|
+1,872
|
+11%
|
|
|
357
|
BetterWealth
San Jose,
California
|
$1.14M
|
-$256K
|
-4,503
|
-19%
|
|
|
358
|
Integrity Wealth Solutions
Denver,
Colorado
|
$1.11M
|
+$5.13K
|
+90
|
+0.5%
|
|
|
359
|
PFG Private Wealth Management
Lutz,
Florida
|
$1.11M
|
+$1.09M
|
+19,137
|
New
|
|
|
360
|
Partners in Financial Planning
Salem,
Virginia
|
$1.11M
|
+$2.79K
|
+49
|
+0.3%
|
|
|
361
|
McGrath & Associates
Asheville,
North Carolina
|
$1.09M
|
-$7.12K
|
-125
|
-0.7%
|
|
|
362
|
Peirce Capital Management
The Woodlands,
Texas
|
$1.09M
|
+$1.65K
|
+29
|
+0.2%
|
|
|
363
|
Compass Advisory Group
Melville,
New York
|
$1.07M
|
+$33.1K
|
+582
|
+3%
|
|
|
364
|
&Partners
Nashville,
Tennessee
|
$1.07M
|
-$128K
|
-2,251
|
-11%
|
|
|
365
|
Aurelius Family Office
Bedford,
New Hampshire
|
$1.06M
|
-$37.8K
|
-664
|
-4%
|
|
|
366
|
Vannoy Advisory Group
Austin,
Texas
|
$1.06M
|
+$7.41K
|
+130
|
+0.7%
|
|
|
367
|
Rockefeller Capital Management
New York
|
$1.04M
|
+$23.8K
|
+417
|
+2%
|
|
|
368
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.03M
|
-$931K
|
-16,339
|
-48%
|
|
|
369
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
370
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1.02M
|
-$5.07K
|
-89
|
-0.5%
|
|
|
371
|
Lodestone Wealth Management
Spokane,
Washington
|
$1.01M
|
+$26K
|
+456
|
+3%
|
|
|
372
|
MB Generational Wealth
Spokane,
Washington
|
$1.01M
|
+$990K
|
+17,385
|
New
|
|
|
373
|
Summit Trail Advisors
New York
|
$1.01M
|
–
|
–
|
–
|
|
|
374
|
rebel Financial
Groveport,
Ohio
|
$1.01M
|
-$989K
|
-17,361
|
Closed
|
|
|
375
|
Clear Creek Financial Management
Silverdale,
Washington
|
$1.01M
|
+$20.4K
|
+359
|
+2%
|
|
