|
201
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$251K
|
–
|
–
|
–
|
|
|
202
|
Physician Wealth Advisors
Midvale,
Utah
|
$239K
|
+$236K
|
+2,273
|
New
|
|
|
203
|
Summit Wealth Partners
Orlando,
Florida
|
$237K
|
-$622K
|
-5,997
|
-73%
|
|
|
204
|
Raymond James Trust
St. Petersburg,
Florida
|
$233K
|
-$149K
|
-1,440
|
-39%
|
|
|
205
|
Legacy Bridge
West Des Moines,
Iowa
|
$230K
|
–
|
–
|
–
|
|
|
206
|
Old Dominion Capital Management
Charlottesville,
Virginia
|
$222K
|
–
|
–
|
–
|
|
|
207
|
Vicus Capital
State College,
Pennsylvania
|
$220K
|
+$1.04K
|
+10
|
+0.5%
|
|
|
208
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$216K
|
+$1.87K
|
+18
|
+0.9%
|
|
|
209
|
Evanson Asset Management
Carmel,
California
|
$215K
|
–
|
–
|
–
|
|
|
210
|
Insight Wealth Strategies
San Ramon,
California
|
$212K
|
-$334K
|
-3,217
|
-61%
|
|
|
211
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$211K
|
+$210K
|
+2,024
|
New
|
|
|
212
|
|
$211K
|
-$95.4K
|
-920
|
-31%
|
|
|
213
|
WBH Advisory
Baltimore,
Maryland
|
$210K
|
–
|
–
|
–
|
|
|
214
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$210K
|
+$47.2K
|
+455
|
+29%
|
|
|
215
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$207K
|
-$94.3K
|
-909
|
-31%
|
|
|
216
|
Mirsky Financial Management
Rochester,
New York
|
$207K
|
-$73K
|
-704
|
-26%
|
|
|
217
|
Equitable Trust
Nashville,
Tennessee
|
$202K
|
+$201K
|
+1,937
|
New
|
|
|
218
|
Procyon Advisors
Shelton,
Connecticut
|
$201K
|
–
|
–
|
–
|
|
|
219
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$201K
|
+$1.76K
|
+17
|
+0.9%
|
|
|
220
|
Retirement Capital Strategies
San Jose,
California
|
$158K
|
+$157K
|
+1,516
|
New
|
|
|
221
|
William Blair & Company
Chicago,
Illinois
|
$155K
|
+$830
|
+8
|
+0.5%
|
|
|
222
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$134K
|
-$27.9K
|
-269
|
-17%
|
|
|
223
|
Global Retirement Partners
San Rafael,
California
|
$122K
|
+$622
|
+6
|
+0.5%
|
|
|
224
|
WestEnd Advisors
Charlotte,
North Carolina
|
$98.3K
|
-$28.1M
|
-271,056
|
-100%
|
|
|
225
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$82K
|
-$15.4K
|
-149
|
-16%
|
|
