|
201
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$418K
|
–
|
–
|
–
|
|
|
202
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$405K
|
-$7.55K
|
-200
|
-2%
|
|
|
203
|
DFPG Investments
Sandy,
Utah
|
$393K
|
+$398K
|
+10,538
|
New
|
|
|
204
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$389K
|
-$323K
|
-8,552
|
-45%
|
|
|
205
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$388K
|
+$392K
|
+10,392
|
New
|
|
|
206
|
Sovereign Financial Group
Stamford,
Connecticut
|
$387K
|
+$10.6K
|
+280
|
+3%
|
|
|
207
|
Clifford Group
Wayland,
Massachusetts
|
$381K
|
-$52.2K
|
-1,381
|
-12%
|
|
|
208
|
Avidian Wealth Enterprises
Houston,
Texas
|
$379K
|
-$16.8K
|
-444
|
-4%
|
|
|
209
|
Moors & Cabot
Boston,
Massachusetts
|
$375K
|
-$19K
|
-502
|
-5%
|
|
|
210
|
Copperleaf Capital
Raleigh,
North Carolina
|
$369K
|
-$7.55K
|
-200
|
-2%
|
|
|
211
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$365K
|
-$2.08K
|
-55
|
-0.6%
|
|
|
212
|
Arrien Investments
Boise,
Idaho
|
$362K
|
+$366K
|
+9,695
|
New
|
|
|
213
|
Nomura Asset Management
Tokyo,
Japan
|
$347K
|
–
|
–
|
–
|
|
|
214
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$345K
|
+$13.1K
|
+348
|
+4%
|
|
|
215
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$344K
|
+$1.85K
|
+49
|
+0.5%
|
|
|
216
|
Beam Wealth Advisors
Covington,
Louisiana
|
$339K
|
-$14.9K
|
-395
|
-4%
|
|
|
217
|
Venturi Wealth Management
Austin,
Texas
|
$329K
|
-$26.1K
|
-692
|
-7%
|
|
|
218
|
Legacy Capital Group California
Los Gatos,
California
|
$328K
|
+$332K
|
+8,792
|
New
|
|
|
219
|
Stephens Inc
Little Rock,
Arkansas
|
$323K
|
–
|
–
|
–
|
|
|
220
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$316K
|
+$10.4K
|
+276
|
+3%
|
|
|
221
|
My Legacy Advisors
Bend,
Oregon
|
$314K
|
+$7.06K
|
+187
|
+2%
|
|
|
222
|
Personal CFO Solutions
Chester,
New Jersey
|
$314K
|
+$35K
|
+928
|
+12%
|
|
|
223
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$311K
|
-$4.83K
|
-128
|
-2%
|
|
|
224
|
TRUADVICE
Sarasota,
Florida
|
$294K
|
+$10.5K
|
+277
|
+4%
|
|
|
225
|
IFG Advisory
Atlanta,
Georgia
|
$291K
|
-$26.7K
|
-707
|
-8%
|
|
