|
176
|
Strategic Financial Services
Utica,
New York
|
$934K
|
+$933K
|
+19,025
|
New
|
|
|
177
|
Vivaldi Capital Management
Chicago,
Illinois
|
$929K
|
–
|
–
|
–
|
|
|
178
|
Westover Capital Advisors
Wilmington,
Delaware
|
$928K
|
+$8.87K
|
+181
|
+1%
|
|
|
179
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$887K
|
+$40.5K
|
+825
|
+5%
|
|
|
180
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$883K
|
-$11.2M
|
-228,602
|
-93%
|
|
|
181
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$878K
|
-$588
|
-12
|
-0.1%
|
|
|
182
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$868K
|
-$11.9K
|
-242
|
-1%
|
|
|
183
|
Atria Investments
Charlotte,
North Carolina
|
$864K
|
-$22.4K
|
-457
|
-3%
|
|
|
184
|
Creative Planning
Overland Park,
Kansas
|
$856K
|
+$122K
|
+2,488
|
+17%
|
|
|
185
|
Aveo Capital Partners
Englewood,
Colorado
|
$845K
|
+$139K
|
+2,836
|
+20%
|
|
|
186
|
Wealthspire Advisors (New York)
New York
|
$800K
|
+$9.02K
|
+184
|
+1%
|
|
|
187
|
Oppenheimer & Co
New York
|
$786K
|
-$38.2K
|
-780
|
-5%
|
|
|
188
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$780K
|
+$97K
|
+1,979
|
+14%
|
|
|
189
|
Magnus Financial Group
New York
|
$779K
|
+$490
|
+10
|
+0.1%
|
|
|
190
|
Pasadena Private Wealth
Pasadena,
California
|
$767K
|
-$48.9K
|
-998
|
-6%
|
|
|
191
|
Occidental Asset Management
Burlingame,
California
|
$766K
|
-$255K
|
-5,200
|
-25%
|
|
|
192
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$761K
|
–
|
–
|
–
|
|
|
193
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$744K
|
+$33.9K
|
+692
|
+5%
|
|
|
194
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$743K
|
–
|
–
|
–
|
|
|
195
|
First United Bank & Trust
Oakland,
Maryland
|
$743K
|
+$47.1K
|
+960
|
+7%
|
|
|
196
|
PagnatoKarp Partners
Reston,
Virginia
|
$726K
|
+$588
|
+12
|
+0.1%
|
|
|
197
|
Columbus Macro
New Castle,
Pennsylvania
|
$714K
|
-$79K
|
-1,612
|
-10%
|
|
|
198
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$697K
|
+$4.61K
|
+94
|
+0.7%
|
|
|
199
|
First Trust Advisors
Wheaton,
Illinois
|
$697K
|
+$5.05K
|
+103
|
+0.7%
|
|
|
200
|
Glenview Trust
Louisville,
Kentucky
|
$697K
|
+$116K
|
+2,368
|
+20%
|
|
