|
151
|
Creative Planning
Overland Park,
Kansas
|
$1.15M
|
+$170K
|
+4,643
|
+17%
|
|
|
152
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.1M
|
+$60.5K
|
+1,653
|
+6%
|
|
|
153
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.06M
|
+$77.2K
|
+2,110
|
+8%
|
|
|
154
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.04M
|
-$50.5K
|
-1,380
|
-5%
|
|
|
155
|
Provence Wealth Management Group
Irvine,
California
|
$1.04M
|
-$469K
|
-12,831
|
-30%
|
|
|
156
|
Credit Suisse
Zurich,
Switzerland
|
$1.02M
|
–
|
–
|
–
|
|
|
157
|
CEDRUS
Littleton,
Colorado
|
$1.01M
|
+$1.04M
|
+28,518
|
New
|
|
|
158
|
IHT Wealth Management
Chicago,
Illinois
|
$1.01M
|
+$1.04M
|
+28,426
|
New
|
|
|
159
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$975K
|
+$32K
|
+875
|
+3%
|
|
|
160
|
Personal CFO Solutions
Chester,
New Jersey
|
$970K
|
-$31.3K
|
-855
|
-3%
|
|
|
161
|
Private Portfolio Partners
Paramus,
New Jersey
|
$968K
|
+$455K
|
+12,434
|
+84%
|
|
|
162
|
National Wealth Management Group
Cincinnati,
Ohio
|
$954K
|
-$1.02M
|
-27,763
|
-50%
|
|
|
163
|
Liberty Wealth Management
Oakland,
California
|
$944K
|
+$973K
|
+26,589
|
New
|
|
|
164
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$943K
|
-$70.2K
|
-1,918
|
-7%
|
|
|
165
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$921K
|
-$9.14K
|
-250
|
-1%
|
|
|
166
|
Centaurus Financial
Anaheim,
California
|
$917K
|
+$138K
|
+3,763
|
+17%
|
|
|
167
|
|
$908K
|
+$210K
|
+5,748
|
+29%
|
|
|
168
|
XML Financial
Bethesda,
Maryland
|
$900K
|
+$170K
|
+4,660
|
+23%
|
|
|
169
|
tru Independence
Portland,
Oregon
|
$894K
|
+$87.6K
|
+2,394
|
+11%
|
|
|
170
|
Independent Financial Group
San Diego,
California
|
$877K
|
-$146K
|
-3,979
|
-14%
|
|
|
171
|
Lion Street Advisors
Austin,
Texas
|
$868K
|
+$894K
|
+24,449
|
New
|
|
|
172
|
NWAM LLC
Mercer Island,
Washington
|
$862K
|
-$73
|
-2
|
-0%
|
|
|
173
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$862K
|
-$2.32M
|
-63,504
|
-72%
|
|
|
174
|
Perennial Investment Advisors
Los Angeles,
California
|
$858K
|
+$230K
|
+6,287
|
+35%
|
|
|
175
|
Icon Wealth Partners
Houston,
Texas
|
$857K
|
+$884K
|
+24,153
|
New
|
|
