|
151
|
HB Wealth Management
Atlanta,
Georgia
|
$872K
|
+$132K
|
+7,601
|
+20%
|
|
|
152
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$865K
|
-$1.3M
|
-74,915
|
-63%
|
|
|
153
|
Sivia Capital Partners
Mill Valley,
California
|
$828K
|
+$172K
|
+9,927
|
+30%
|
|
|
154
|
|
$824K
|
-$135K
|
-7,763
|
-15%
|
|
|
155
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$796K
|
+$713K
|
+41,158
|
New
|
|
|
156
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$790K
|
+$708K
|
+40,872
|
New
|
|
|
157
|
Flatrock Wealth Partners
Newport Beach,
California
|
$775K
|
+$695K
|
+40,088
|
New
|
|
|
158
|
Louisbourg Investments
Dieppe,
New Brunswick, Canada
|
$757K
|
+$217K
|
+12,500
|
+47%
|
|
|
159
|
Bailard
Foster City,
California
|
$742K
|
+$51.6K
|
+2,975
|
+8%
|
|
|
160
|
AlphaCore Capital
La Jolla,
California
|
$741K
|
+$364
|
+21
|
+0.1%
|
|
|
161
|
Syon Capital
San Francisco,
California
|
$734K
|
+$56.8K
|
+3,279
|
+9%
|
|
|
162
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$732K
|
+$73.8K
|
+4,260
|
+13%
|
|
|
163
|
Tred Avon Family Wealth
Easton,
Maryland
|
$722K
|
-$107K
|
-6,200
|
-14%
|
|
|
164
|
Covenant Partners
Nashville,
Tennessee
|
$720K
|
–
|
–
|
–
|
|
|
165
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$720K
|
+$30.4K
|
+1,756
|
+5%
|
|
|
166
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$699K
|
+$364K
|
+20,989
|
+138%
|
|
|
167
|
Prospera Financial Services
Dallas,
Texas
|
$695K
|
-$24.5K
|
-1,412
|
-4%
|
|
|
168
|
Versant Capital Management
Phoenix,
Arizona
|
$690K
|
+$77.2K
|
+4,451
|
+14%
|
|
|
169
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$671K
|
-$24.5K
|
-1,412
|
-4%
|
|
|
170
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$665K
|
+$2.31K
|
+133
|
+0.4%
|
|
|
171
|
Sage Rhino Capital
Menlo Park,
California
|
$660K
|
-$17.3K
|
-996
|
-3%
|
|
|
172
|
Global Retirement Partners
San Rafael,
California
|
$656K
|
+$4.16K
|
+240
|
+0.7%
|
|
|
173
|
Diversify Advisory Services
Sandy,
Utah
|
$645K
|
+$42.8K
|
+2,467
|
+9%
|
|
|
174
|
|
$641K
|
+$230K
|
+13,250
|
+67%
|
|
|
175
|
GAMMA Investing
Foster City,
California
|
$640K
|
+$36.5K
|
+2,104
|
+7%
|
|
