|
126
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$988K
|
+$475K
|
+8,571
|
+101%
|
|
|
127
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$971K
|
+$524K
|
+9,462
|
+127%
|
|
|
128
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$955K
|
-$2.57M
|
-46,426
|
-74%
|
|
|
129
|
Comerica Bank
Dallas,
Texas
|
$932K
|
-$20K
|
-361
|
-2%
|
|
|
130
|
Sharper & Granite
El Segundo,
California
|
$918K
|
-$152K
|
-2,740
|
-15%
|
|
|
131
|
IHT Wealth Management
Chicago,
Illinois
|
$918K
|
-$104K
|
-1,880
|
-11%
|
|
|
132
|
IPG Investment Advisors
San Diego,
California
|
$873K
|
+$50.1K
|
+904
|
+6%
|
|
|
133
|
Viewpoint Capital Management
Seattle,
Washington
|
$871K
|
+$5.54K
|
+100
|
+0.7%
|
|
|
134
|
Blue Trust Inc
Alpharetta,
Georgia
|
$833K
|
-$46K
|
-830
|
-5%
|
|
|
135
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$791K
|
-$518K
|
-9,351
|
-41%
|
|
|
136
|
WBH Advisory
Baltimore,
Maryland
|
$789K
|
-$982K
|
-17,723
|
-57%
|
|
|
137
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$778K
|
-$49K
|
-884
|
-6%
|
|
|
138
|
Kestra Advisory Services
Austin,
Texas
|
$772K
|
+$142K
|
+2,569
|
+24%
|
|
|
139
|
GeoWealth Management
Chicago,
Illinois
|
$768K
|
-$110K
|
-1,979
|
-13%
|
|
|
140
|
Sequoia Financial Advisors
Akron,
Ohio
|
$759K
|
-$424K
|
-7,648
|
-37%
|
|
|
141
|
Mission Creek Capital Partners
San Francisco,
California
|
$758K
|
–
|
–
|
–
|
|
|
142
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$754K
|
+$143K
|
+2,578
|
+25%
|
|
|
143
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$750K
|
-$18.6K
|
-335
|
-2%
|
|
|
144
|
PGIM Custom Harvest
Newark,
New Jersey
|
$742K
|
-$41.6K
|
-750
|
-6%
|
|
|
145
|
Stephens Inc
Little Rock,
Arkansas
|
$738K
|
+$146K
|
+2,636
|
+26%
|
|
|
146
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$696K
|
–
|
–
|
–
|
|
|
147
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$687K
|
-$59.8K
|
-1,080
|
-8%
|
|
|
148
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$675K
|
+$82.3K
|
+1,486
|
+15%
|
|
|
149
|
Executive Wealth Group
Kirkland,
Washington
|
$605K
|
+$599K
|
+10,803
|
New
|
|
|
150
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$603K
|
-$24.4K
|
-440
|
-4%
|
|
