|
151
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$254K
|
-$81.7K
|
-616
|
-25%
|
|
|
152
|
Advisor Resource Council
Dallas,
Texas
|
$250K
|
+$259K
|
+1,950
|
New
|
|
|
153
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$248K
|
–
|
–
|
–
|
|
|
154
|
&Partners
Nashville,
Tennessee
|
$244K
|
+$240K
|
+1,811
|
New
|
|
|
155
|
Cresset Asset Management
Chicago,
Illinois
|
$241K
|
–
|
–
|
–
|
|
|
156
|
Convergence Financial
Columbia,
Missouri
|
$240K
|
+$236K
|
+1,780
|
New
|
|
|
157
|
Millennium Management
New York
|
$236K
|
+$232K
|
+1,747
|
New
|
|
|
158
|
Secure Asset Management
Troy,
Michigan
|
$232K
|
+$663
|
+5
|
+0.3%
|
|
|
159
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$222K
|
–
|
–
|
–
|
|
|
160
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$219K
|
+$213K
|
+1,608
|
New
|
|
|
161
|
RF&L Wealth Management
Acton,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
162
|
Private Trust Company
Cleveland,
Ohio
|
$212K
|
–
|
–
|
–
|
|
|
163
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$210K
|
+$207K
|
+1,557
|
New
|
|
|
164
|
Americana Partners
Houston,
Texas
|
$210K
|
+$206K
|
+1,554
|
New
|
|
|
165
|
Quantum Private Wealth
Tampa,
Florida
|
$202K
|
-$199K
|
-1,500
|
-50%
|
|
|
166
|
Impact Partnership Wealth
Marietta,
Georgia
|
$202K
|
-$34.1K
|
-257
|
-15%
|
|
|
167
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$200K
|
+$197K
|
+1,485
|
New
|
|
|
168
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$195K
|
-$26.5K
|
-200
|
-12%
|
|
|
169
|
Bessemer Group
Woodbridge,
New Jersey
|
$183K
|
-$99.5K
|
-750
|
-36%
|
|
|
170
|
Delos Wealth Advisors
Dallas,
Texas
|
$169K
|
–
|
–
|
–
|
|
|
171
|
Integrity Financial
Cheyenne,
Wyoming
|
$156K
|
–
|
–
|
–
|
|
|
172
|
Principal Securities
Des Moines,
Iowa
|
$149K
|
-$2.65K
|
-20
|
-2%
|
|
|
173
|
Atwood & Palmer
Kansas City,
Missouri
|
$145K
|
–
|
–
|
–
|
|
|
174
|
Sunbelt Securities
Houston,
Texas
|
$135K
|
–
|
–
|
–
|
|
|
175
|
Brown Brothers Harriman & Co
New York
|
$135K
|
–
|
–
|
–
|
|
