|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$502K
|
–
|
–
|
–
|
|
|
102
|
Avantax Advisory Services
Dallas,
Texas
|
$490K
|
-$499K
|
-19,798
|
-51%
|
|
|
103
|
WBI Investments
Red Bank,
New Jersey
|
$486K
|
-$241K
|
-9,565
|
-33%
|
|
|
104
|
Oppenheimer & Co
New York
|
$444K
|
-$18.1K
|
-719
|
-4%
|
|
|
105
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$428K
|
-$48.2K
|
-1,910
|
-10%
|
|
|
106
|
AGF Management
Toronto,
Ontario, Canada
|
$421K
|
–
|
–
|
–
|
|
|
107
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$397K
|
-$179K
|
-7,087
|
-31%
|
|
|
108
|
Breakwater Capital Group
Paramus,
New Jersey
|
$393K
|
+$38.3K
|
+1,520
|
+11%
|
|
|
109
|
Western Wealth Management
Golden,
Colorado
|
$374K
|
+$21.8K
|
+863
|
+6%
|
|
|
110
|
Perennial Investment Advisors
Los Angeles,
California
|
$374K
|
+$373K
|
+14,780
|
New
|
|
|
111
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$370K
|
-$26.7K
|
-1,059
|
-7%
|
|
|
112
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$328K
|
-$25
|
-1
|
-0%
|
|
|
113
|
Seaview Investment Managers
Miami,
Florida
|
$328K
|
+$327K
|
+12,958
|
New
|
|
|
114
|
Willis Johnson & Associates
Houston,
Texas
|
$326K
|
+$1.77K
|
+70
|
+0.5%
|
|
|
115
|
Tucker Asset Management
Littleton,
Colorado
|
$319K
|
–
|
–
|
–
|
|
|
116
|
Rothschild Investment LLC
Chicago,
Illinois
|
$315K
|
+$10.1K
|
+400
|
+3%
|
|
|
117
|
Private Advisor Group
Morristown,
New Jersey
|
$309K
|
-$107K
|
-4,260
|
-26%
|
|
|
118
|
Howard Wealth Management
Madison,
Connecticut
|
$307K
|
-$883
|
-35
|
-0.3%
|
|
|
119
|
Running Point Capital Advisors
El Segundo,
California
|
$300K
|
+$8.88K
|
+352
|
+3%
|
|
|
120
|
Institute for Wealth Management
Denver,
Colorado
|
$291K
|
-$30.3K
|
-1,200
|
-9%
|
|
|
121
|
True North Advisors
Dallas,
Texas
|
$291K
|
–
|
–
|
–
|
|
|
122
|
|
$281K
|
+$280K
|
+11,106
|
New
|
|
|
123
|
Cetera Advisor Networks
El Segundo,
California
|
$261K
|
-$32.4K
|
-1,286
|
-11%
|
|
|
124
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$255K
|
+$254K
|
+10,087
|
New
|
|
|
125
|
WhitTier Trust Company
Reno,
Nevada
|
$253K
|
–
|
–
|
–
|
|
