|
151
|
Convergence Financial
Columbia,
Missouri
|
$208K
|
+$203K
|
+2,235
|
New
|
|
|
152
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$208K
|
–
|
–
|
–
|
|
|
153
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$205K
|
-$90.3K
|
-996
|
-31%
|
|
|
154
|
BOK Financial
Tulsa,
Oklahoma
|
$205K
|
–
|
–
|
–
|
|
|
155
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$204K
|
-$4.54K
|
-50
|
-2%
|
|
|
156
|
Financial Services Advisory
Rockville,
Maryland
|
$201K
|
+$181
|
+2
|
+0.1%
|
|
|
157
|
Sachetta
Lynnfield,
Massachusetts
|
$190K
|
-$10.3K
|
-113
|
-6%
|
|
|
158
|
Venturi Wealth Management
Austin,
Texas
|
$177K
|
–
|
–
|
–
|
|
|
159
|
WhitTier Trust Company
Reno,
Nevada
|
$167K
|
–
|
–
|
–
|
|
|
160
|
Bristlecone Advisors
Bellevue,
Washington
|
$164K
|
+$160K
|
+1,762
|
New
|
|
|
161
|
Citadel Advisors
Miami,
Florida
|
$159K
|
-$3.34M
|
-36,853
|
-96%
|
|
|
162
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$150K
|
+$1.36K
|
+15
|
+0.9%
|
|
|
163
|
NewEdge Advisors
New Orleans,
Louisiana
|
$145K
|
+$3.81K
|
+42
|
+3%
|
|
|
164
|
Private Trust Company
Cleveland,
Ohio
|
$134K
|
–
|
–
|
–
|
|
|
165
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$134K
|
-$126K
|
-1,385
|
-49%
|
|
|
166
|
MTM Investment Management
Spartanburg,
South Carolina
|
$120K
|
–
|
–
|
–
|
|
|
167
|
TD Private Client Wealth
New York
|
$107K
|
+$4.63K
|
+51
|
+5%
|
|
|
168
|
Richardson Financial Services
Medway,
Massachusetts
|
$100K
|
+$2.18K
|
+24
|
+2%
|
|
|
169
|
Bessemer Group
Woodbridge,
New Jersey
|
$89K
|
+$86.5K
|
+954
|
New
|
|
|
170
|
Global Retirement Partners
San Rafael,
California
|
$85.3K
|
+$11.1K
|
+122
|
+15%
|
|
|
171
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$76.8K
|
–
|
–
|
–
|
|
|
172
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$75K
|
–
|
–
|
–
|
|
|
173
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$74.5K
|
–
|
–
|
–
|
|
|
174
|
|
$67.8K
|
-$1.33M
|
-14,615
|
-95%
|
|
|
175
|
William Blair & Company
Chicago,
Illinois
|
$65.1K
|
+$36.2K
|
+399
|
+133%
|
|
