|
126
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.8M
|
-$69.5K
|
-1,704
|
-4%
|
|
|
127
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.78M
|
+$25.3K
|
+620
|
+2%
|
|
|
128
|
Omega Financial Group
Santa Barbara,
California
|
$1.77M
|
-$101K
|
-2,466
|
-6%
|
|
|
129
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.76M
|
+$5.92K
|
+145
|
+0.4%
|
|
|
130
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$1.74M
|
-$38K
|
-931
|
-2%
|
|
|
131
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.74M
|
+$23.1K
|
+565
|
+1%
|
|
|
132
|
Equitable Holdings
New York
|
$1.71M
|
+$214K
|
+5,237
|
+15%
|
|
|
133
|
HB Wealth Management
Atlanta,
Georgia
|
$1.68M
|
+$73.7K
|
+1,806
|
+5%
|
|
|
134
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.65M
|
+$3.51K
|
+86
|
+0.2%
|
|
|
135
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.65M
|
-$140K
|
-3,439
|
-8%
|
|
|
136
|
Choreo LLC
Rockford,
Illinois
|
$1.62M
|
-$75.1K
|
-1,840
|
-5%
|
|
|
137
|
Institute for Wealth Management
Denver,
Colorado
|
$1.61M
|
+$49.3K
|
+1,209
|
+3%
|
|
|
138
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.61M
|
+$205K
|
+5,020
|
+16%
|
|
|
139
|
XY Planning Network
Bozeman,
Montana
|
$1.61M
|
–
|
–
|
–
|
|
|
140
|
Franklin Resources
San Mateo,
California
|
$1.6M
|
+$11.3K
|
+276
|
+0.8%
|
|
|
141
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.58M
|
+$124K
|
+3,049
|
+9%
|
|
|
142
|
Neumann Capital Management
Foster City,
California
|
$1.58M
|
-$6.12K
|
-150
|
-0.4%
|
|
|
143
|
Maia Wealth
Denver,
Colorado
|
$1.57M
|
+$4.57K
|
+112
|
+0.3%
|
|
|
144
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.52M
|
+$24.8K
|
+607
|
+2%
|
|
|
145
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.51M
|
-$19.3K
|
-474
|
-1%
|
|
|
146
|
Renaissance Technologies
New York
|
$1.49M
|
-$1.51M
|
-36,900
|
-52%
|
|
|
147
|
Wealth Architects
Mountain View,
California
|
$1.48M
|
-$24.5K
|
-600
|
-2%
|
|
|
148
|
Centennial Bank
Conway,
Arkansas
|
$1.47M
|
+$63.2K
|
+1,550
|
+5%
|
|
|
149
|
Natixis Advisors
Boston,
Massachusetts
|
$1.46M
|
+$266K
|
+6,525
|
+24%
|
|
|
150
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.46M
|
+$90.1K
|
+2,208
|
+7%
|
|
