|
151
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$317K
|
–
|
–
|
–
|
|
|
152
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$306K
|
–
|
–
|
–
|
|
|
153
|
NewEdge Advisors
New Orleans,
Louisiana
|
$305K
|
+$18K
|
+176
|
+6%
|
|
|
154
|
TD Private Client Wealth
New York
|
$304K
|
+$17.1K
|
+167
|
+6%
|
|
|
155
|
Principal Securities
Des Moines,
Iowa
|
$302K
|
-$27.8K
|
-272
|
-9%
|
|
|
156
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$302K
|
+$279K
|
+2,731
|
+2,117%
|
|
|
157
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$299K
|
–
|
–
|
–
|
|
|
158
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$293K
|
-$12.3K
|
-120
|
-4%
|
|
|
159
|
Pinnacle Associates
New York
|
$293K
|
-$2.55K
|
-25
|
-0.8%
|
|
|
160
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$289K
|
+$280K
|
+2,737
|
New
|
|
|
161
|
NWAM LLC
Mercer Island,
Washington
|
$275K
|
+$266K
|
+2,600
|
New
|
|
|
162
|
Verum Partners
Charlotte,
North Carolina
|
$272K
|
+$817
|
+8
|
+0.3%
|
|
|
163
|
Equitable Holdings
New York
|
$266K
|
-$37.2K
|
-364
|
-13%
|
|
|
164
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$263K
|
+$254K
|
+2,492
|
New
|
|
|
165
|
CGN Advisors
Manhattan,
Kansas
|
$260K
|
-$4.7K
|
-46
|
-2%
|
|
|
166
|
Cozad Asset Management
Champaign,
Illinois
|
$252K
|
–
|
–
|
–
|
|
|
167
|
Bridges Investment Management
Omaha,
Nebraska
|
$250K
|
–
|
–
|
–
|
|
|
168
|
Chemistry Wealth Management
New York
|
$250K
|
–
|
–
|
–
|
|
|
169
|
Comerica Bank
Dallas,
Texas
|
$249K
|
-$19K
|
-186
|
-7%
|
|
|
170
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$241K
|
+$613
|
+6
|
+0.3%
|
|
|
171
|
IHT Wealth Management
Chicago,
Illinois
|
$239K
|
-$55.4K
|
-542
|
-19%
|
|
|
172
|
Joel Isaacson & Co
New York
|
$238K
|
+$230K
|
+2,253
|
New
|
|
|
173
|
49 Wealth Management
Austin,
Texas
|
$229K
|
–
|
–
|
–
|
|
|
174
|
Valued Retirements
Houston,
Texas
|
$228K
|
–
|
–
|
–
|
|
|
175
|
Eastern Bank
Boston,
Massachusetts
|
$227K
|
+$220K
|
+2,151
|
New
|
|
