|
151
|
Liberty Wealth Management
Oakland,
California
|
$501K
|
+$502K
|
+19,680
|
New
|
|
|
152
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$484K
|
+$128
|
+5
|
+0%
|
|
|
153
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$484K
|
–
|
–
|
–
|
|
|
154
|
|
$471K
|
+$472K
|
+18,481
|
New
|
|
|
155
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$469K
|
+$470K
|
+18,411
|
New
|
|
|
156
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$452K
|
+$453K
|
+17,738
|
New
|
|
|
157
|
Northwest Wealth Management
Spencer,
Iowa
|
$452K
|
+$2.17K
|
+85
|
+0.5%
|
|
|
158
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$445K
|
-$3.73K
|
-146
|
-0.8%
|
|
|
159
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$427K
|
+$2.02K
|
+79
|
+0.5%
|
|
|
160
|
Seelaus Asset Management
Chatham,
New Jersey
|
$427K
|
–
|
–
|
–
|
|
|
161
|
Axxcess Wealth Management
Carlsbad,
California
|
$422K
|
+$207K
|
+8,125
|
+96%
|
|
|
162
|
Root Financial Partners
Encinitas,
California
|
$415K
|
–
|
–
|
–
|
|
|
163
|
Vise Technologies
New York
|
$415K
|
–
|
–
|
–
|
|
|
164
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$413K
|
-$1.16M
|
-45,357
|
-74%
|
|
|
165
|
|
$408K
|
+$408K
|
+16,002
|
New
|
|
|
166
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$400K
|
+$128K
|
+5,015
|
+47%
|
|
|
167
|
Verus Capital Partners
Scottsdale,
Arizona
|
$397K
|
-$33.2K
|
-1,300
|
-8%
|
|
|
168
|
WBH Advisory
Baltimore,
Maryland
|
$397K
|
+$400K
|
+15,660
|
New
|
|
|
169
|
Avior Wealth Management
Omaha,
Nebraska
|
$394K
|
+$394K
|
+15,449
|
New
|
|
|
170
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$387K
|
-$186K
|
-7,295
|
-32%
|
|
|
171
|
Focus Partners Wealth
Boston,
Massachusetts
|
$383K
|
+$383K
|
+15,024
|
New
|
|
|
172
|
|
$379K
|
-$478K
|
-18,723
|
-56%
|
|
|
173
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$348K
|
+$349K
|
+13,674
|
New
|
|
|
174
|
Perennial Investment Advisors
Los Angeles,
California
|
$347K
|
-$12.5K
|
-488
|
-3%
|
|
|
175
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$344K
|
+$345K
|
+13,516
|
New
|
|
