|
126
|
Rockefeller Capital Management
New York
|
$599K
|
+$1.02K
|
+26
|
+0.2%
|
|
|
127
|
NVWM LLC
Yardley,
Pennsylvania
|
$597K
|
+$1.88K
|
+48
|
+0.3%
|
|
|
128
|
Vontobel Holding
Zurich,
Switzerland
|
$585K
|
-$2.47K
|
-63
|
-0.4%
|
|
|
129
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$549K
|
-$28.5K
|
-727
|
-6%
|
|
|
130
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$539K
|
-$5.88K
|
-150
|
-1%
|
|
|
131
|
Creative Planning
Overland Park,
Kansas
|
$506K
|
-$1.29K
|
-33
|
-0.3%
|
|
|
132
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$494K
|
+$118K
|
+3,023
|
+34%
|
|
|
133
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$483K
|
+$5.84K
|
+149
|
+1%
|
|
|
134
|
TFB Advisors
Overland Park,
Kansas
|
$477K
|
-$20K
|
-511
|
-4%
|
|
|
135
|
Trek Financial
Scottsdale,
Arizona
|
$470K
|
+$164K
|
+4,179
|
+59%
|
|
|
136
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$460K
|
–
|
–
|
–
|
|
|
137
|
Kestra Advisory Services
Austin,
Texas
|
$454K
|
-$30K
|
-766
|
-7%
|
|
|
138
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$445K
|
–
|
–
|
–
|
|
|
139
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$438K
|
–
|
–
|
–
|
|
|
140
|
Wellington Management Group
Boston,
Massachusetts
|
$435K
|
+$410K
|
+10,477
|
New
|
|
|
141
|
Caprock Group
Boise,
Idaho
|
$433K
|
-$13.3K
|
-339
|
-3%
|
|
|
142
|
KeyBank National Association
Cleveland,
Ohio
|
$428K
|
-$8.81K
|
-225
|
-2%
|
|
|
143
|
Eastern Bank
Boston,
Massachusetts
|
$428K
|
+$404K
|
+10,307
|
New
|
|
|
144
|
Maia Wealth
Denver,
Colorado
|
$423K
|
-$18.3K
|
-468
|
-4%
|
|
|
145
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$422K
|
–
|
–
|
–
|
|
|
146
|
Advisory Services Network
Atlanta,
Georgia
|
$418K
|
–
|
–
|
–
|
|
|
147
|
SG Americas Securities
New York
|
$415K
|
-$3.21M
|
-82,026
|
-89%
|
|
|
148
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$401K
|
+$66.8K
|
+1,705
|
+21%
|
|
|
149
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$371K
|
+$69.5K
|
+1,773
|
+25%
|
|
|
150
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$360K
|
+$340K
|
+8,675
|
New
|
|
