|
151
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$522K
|
+$236K
|
+4,227
|
+85%
|
|
|
152
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$521K
|
+$94.2K
|
+1,690
|
+22%
|
|
|
153
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$516K
|
-$14.6K
|
-262
|
-3%
|
|
|
154
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$509K
|
-$390
|
-7
|
-0.1%
|
|
|
155
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$509K
|
-$1.03M
|
-18,481
|
-67%
|
|
|
156
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$503K
|
-$34.8K
|
-624
|
-7%
|
|
|
157
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$499K
|
+$156K
|
+2,796
|
+46%
|
|
|
158
|
EP Wealth Advisors
Torrance,
California
|
$495K
|
-$8.47K
|
-152
|
-2%
|
|
|
159
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$494K
|
-$9.86K
|
-177
|
-2%
|
|
|
160
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$492K
|
-$3.9K
|
-70
|
-0.8%
|
|
|
161
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$472K
|
+$5.57K
|
+100
|
+1%
|
|
|
162
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$466K
|
–
|
–
|
–
|
|
|
163
|
Cypress Point Wealth Management
Dallas,
Texas
|
$463K
|
-$127K
|
-2,279
|
-22%
|
|
|
164
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$462K
|
-$42.1K
|
-756
|
-8%
|
|
|
165
|
Insigneo Advisory Services
Miami,
Florida
|
$452K
|
-$46.4K
|
-832
|
-9%
|
|
|
166
|
Global Retirement Partners
San Rafael,
California
|
$424K
|
+$22.3K
|
+400
|
+6%
|
|
|
167
|
Beacon Pointe Advisors
Newport Beach,
California
|
$420K
|
-$4.74K
|
-85
|
-1%
|
|
|
168
|
Park Avenue Securities
New York
|
$397K
|
+$22.1K
|
+396
|
+6%
|
|
|
169
|
Garrison Point Advisors
Walnut Creek,
California
|
$395K
|
–
|
–
|
–
|
|
|
170
|
Csenge Advisory Group
Clearwater,
Florida
|
$384K
|
-$17K
|
-305
|
-4%
|
|
|
171
|
Arcus Capital Partners
Atlanta,
Georgia
|
$376K
|
-$128K
|
-2,292
|
-26%
|
|
|
172
|
John G. Ullman & Associates
Corning,
New York
|
$348K
|
-$41.8K
|
-750
|
-11%
|
|
|
173
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$346K
|
–
|
–
|
–
|
|
|
174
|
Webster Bank
Waterbury,
Connecticut
|
$343K
|
–
|
–
|
–
|
|
|
175
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$342K
|
+$51.8K
|
+930
|
+18%
|
|
