|
126
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$677K
|
+$397K
|
+10,070
|
+118%
|
|
|
127
|
Fortis Advisors
Wayne,
Pennsylvania
|
$666K
|
+$6.27K
|
+159
|
+0.9%
|
|
|
128
|
Grove Bank & Trust
Miami,
Florida
|
$660K
|
+$268K
|
+6,788
|
+60%
|
|
|
129
|
Custos Family Office
Austin,
Texas
|
$650K
|
–
|
–
|
–
|
|
|
130
|
Garrison Point Advisors
Walnut Creek,
California
|
$640K
|
-$33.3K
|
-845
|
-5%
|
|
|
131
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$639K
|
+$27.4K
|
+695
|
+4%
|
|
|
132
|
Clune & Associates
Chicago,
Illinois
|
$638K
|
+$693K
|
+17,559
|
New
|
|
|
133
|
Busey Bank
Urbana,
Illinois
|
$637K
|
–
|
–
|
–
|
|
|
134
|
Provident Wealth Management
Brentwood,
Tennessee
|
$622K
|
-$215K
|
-5,455
|
-24%
|
|
|
135
|
Trace Wealth Advisors
Los Angeles,
California
|
$614K
|
+$666K
|
+16,895
|
New
|
|
|
136
|
Lido Advisors
Los Angeles,
California
|
$597K
|
-$203K
|
-5,157
|
-24%
|
|
|
137
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$592K
|
-$480K
|
-12,161
|
-43%
|
|
|
138
|
Napatree Capital
Westerly,
Rhode Island
|
$574K
|
+$623K
|
+15,800
|
New
|
|
|
139
|
|
$567K
|
-$162K
|
-4,120
|
-21%
|
|
|
140
|
Fidelity Investments
Boston,
Massachusetts
|
$566K
|
-$8.72K
|
-221
|
-1%
|
|
|
141
|
Choreo LLC
Rockford,
Illinois
|
$538K
|
-$850K
|
-21,550
|
-59%
|
|
|
142
|
Valued Retirements
Houston,
Texas
|
$538K
|
–
|
–
|
–
|
|
|
143
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$532K
|
–
|
–
|
–
|
|
|
144
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$523K
|
-$12.5K
|
-317
|
-2%
|
|
|
145
|
Equitable Trust
Nashville,
Tennessee
|
$521K
|
-$4.69M
|
-118,937
|
-89%
|
|
|
146
|
First Foundation Advisors
Irvine,
California
|
$505K
|
–
|
–
|
–
|
|
|
147
|
TD Private Client Wealth
New York
|
$504K
|
+$38.3K
|
+971
|
+8%
|
|
|
148
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$471K
|
-$257K
|
-6,528
|
-33%
|
|
|
149
|
William Blair & Company
Chicago,
Illinois
|
$463K
|
-$114K
|
-2,889
|
-18%
|
|
|
150
|
TownSquare Capital
Provo,
Utah
|
$452K
|
+$490K
|
+12,418
|
New
|
|
