|
176
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.66M
|
+$33.3K
|
+463
|
+2%
|
|
|
177
|
Neumann Capital Management
Foster City,
California
|
$1.64M
|
+$36K
|
+500
|
+2%
|
|
|
178
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.63M
|
+$1.56M
|
+21,702
|
+2,377%
|
|
|
179
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.61M
|
–
|
–
|
–
|
|
|
180
|
CFM Wealth Partners
Austin,
Texas
|
$1.59M
|
–
|
–
|
–
|
|
|
181
|
Grimes & Company
Westborough,
Massachusetts
|
$1.59M
|
-$46.6K
|
-647
|
-3%
|
|
|
182
|
BigSur Wealth Management
Miami,
Florida
|
$1.59M
|
–
|
–
|
–
|
|
|
183
|
Rockefeller Capital Management
New York
|
$1.57M
|
-$40K
|
-556
|
-2%
|
|
|
184
|
Keel Point
Huntsville,
Alabama
|
$1.57M
|
+$1.63M
|
+22,643
|
New
|
|
|
185
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.5M
|
–
|
–
|
–
|
|
|
186
|
Brio Consultants
San Francisco,
California
|
$1.49M
|
+$26.9K
|
+374
|
+2%
|
|
|
187
|
Mission Creek Capital Partners
San Francisco,
California
|
$1.49M
|
+$397K
|
+5,514
|
+34%
|
|
|
188
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.49M
|
–
|
–
|
–
|
|
|
189
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.48M
|
-$1.11M
|
-15,375
|
-42%
|
|
|
190
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.47M
|
-$85.7K
|
-1,190
|
-5%
|
|
|
191
|
One Capital Management
Westlake Village,
California
|
$1.46M
|
-$473K
|
-6,565
|
-24%
|
|
|
192
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.42M
|
-$28.2K
|
-391
|
-2%
|
|
|
193
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.42M
|
–
|
–
|
–
|
|
|
194
|
OLIO Financial Planning
Mclean,
Virginia
|
$1.39M
|
+$13.8K
|
+192
|
+1%
|
|
|
195
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.37M
|
-$251K
|
-3,488
|
-15%
|
|
|
196
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$1.36M
|
+$53.6K
|
+744
|
+4%
|
|
|
197
|
|
$1.35M
|
–
|
–
|
–
|
|
|
198
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.34M
|
-$575K
|
-7,990
|
-29%
|
|
|
199
|
Values Added Financial
Washington,
District of Columbia
|
$1.32M
|
+$5.69K
|
+79
|
+0.4%
|
|
|
200
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.27M
|
+$58.4K
|
+811
|
+5%
|
|
