|
126
|
Vontobel Holding
Zurich,
Switzerland
|
$285K
|
–
|
–
|
–
|
|
|
127
|
Meridian Financial Partners
Warrenton,
Virginia
|
$284K
|
-$69.3K
|
-1,493
|
-20%
|
|
|
128
|
Evergreen Capital Management
Bellevue,
Washington
|
$280K
|
+$279K
|
+6,012
|
New
|
|
|
129
|
CoreCap Advisors
Southfield,
Michigan
|
$278K
|
+$278K
|
+5,978
|
New
|
|
|
130
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$273K
|
+$46
|
+1
|
+0%
|
|
|
131
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$272K
|
+$272K
|
+5,852
|
New
|
|
|
132
|
Asset Dedication LLC
San Francisco,
California
|
$270K
|
–
|
–
|
–
|
|
|
133
|
Seed Wealth Management
Evanston,
Illinois
|
$261K
|
–
|
–
|
–
|
|
|
134
|
Berger Financial Group
Plymouth,
Minnesota
|
$256K
|
+$1.76K
|
+38
|
+0.7%
|
|
|
135
|
Aprio Wealth Management
Atlanta,
Georgia
|
$253K
|
-$739K
|
-15,924
|
-75%
|
|
|
136
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$252K
|
+$85.2K
|
+1,835
|
+95%
|
|
|
137
|
KeyBank National Association
Cleveland,
Ohio
|
$248K
|
+$248K
|
+5,332
|
New
|
|
|
138
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$246K
|
-$186K
|
-4,013
|
-44%
|
|
|
139
|
Moran Wealth Management
Naples,
Florida
|
$237K
|
+$33.8K
|
+729
|
+17%
|
|
|
140
|
Raymond James Trust
St. Petersburg,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
141
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$235K
|
-$4.97K
|
-107
|
-2%
|
|
|
142
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$232K
|
+$232K
|
+4,995
|
New
|
|
|
143
|
Claro Advisors
Boston,
Massachusetts
|
$232K
|
+$17.7K
|
+382
|
+8%
|
|
|
144
|
Capital Management
Glen Allen,
Virginia
|
$228K
|
–
|
–
|
–
|
|
|
145
|
PFG Investments
Woodbury,
New York
|
$225K
|
+$4.32K
|
+93
|
+2%
|
|
|
146
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
$221K
|
+$166K
|
+3,580
|
New
|
|
|
147
|
Mercer Global Advisors
Denver,
Colorado
|
$215K
|
+$215K
|
+4,623
|
New
|
|
|
148
|
TCI Wealth Advisors
Tucson,
Arizona
|
$212K
|
+$67.8K
|
+1,460
|
+47%
|
|
|
149
|
Avior Wealth Management
Omaha,
Nebraska
|
$186K
|
+$4.88K
|
+105
|
+3%
|
|
|
150
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$169K
|
-$31.9K
|
-687
|
-16%
|
|
