|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$186K
|
+$42.2K
|
+2,170
|
+31%
|
|
|
102
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$150K
|
–
|
–
|
–
|
|
|
103
|
Private Capital Group
West Hartford,
Connecticut
|
$146K
|
+$62.2K
|
+3,200
|
+57%
|
|
|
104
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$121K
|
–
|
–
|
–
|
|
|
105
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$112K
|
+$108K
|
+5,550
|
New
|
|
|
106
|
Squar Milner Financial Services
Irvine,
California
|
$107K
|
–
|
–
|
–
|
|
|
107
|
Steward Partners Investment Advisory
New York
|
$101K
|
+$97.2K
|
+5,000
|
New
|
|
|
108
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$100K
|
–
|
–
|
–
|
|
|
109
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$84K
|
–
|
–
|
–
|
|
|
110
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$70K
|
–
|
–
|
–
|
|
|
111
|
Geneos Wealth Management
Englewood,
Colorado
|
$68K
|
+$1.36K
|
+70
|
+2%
|
|
|
112
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$67K
|
–
|
–
|
–
|
|
|
113
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$64.3K
|
+$194
|
+10
|
+0.3%
|
|
|
114
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$60K
|
–
|
–
|
–
|
|
|
115
|
Advisornet Financial
Minnetonka,
Minnesota
|
$41K
|
–
|
–
|
–
|
|
|
116
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$39K
|
–
|
–
|
–
|
|
|
117
|
Litman Gregory Wealth Management
Larkspur,
California
|
$39K
|
–
|
–
|
–
|
|
|
118
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$38K
|
+$194
|
+10
|
+0.5%
|
|
|
119
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$36K
|
-$6.27M
|
-322,690
|
-99%
|
|
|
120
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$36K
|
–
|
–
|
–
|
|
|
121
|
|
$22K
|
–
|
–
|
–
|
|
|
122
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
123
|
Asset Dedication LLC
San Francisco,
California
|
$20K
|
–
|
–
|
–
|
|
|
124
|
US Bancorp
Minneapolis,
Minnesota
|
$19K
|
-$9.72K
|
-500
|
-35%
|
|
|
125
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$19K
|
–
|
–
|
–
|
|
