|
101
|
Ballentine Partners
Waltham,
Massachusetts
|
$263K
|
–
|
–
|
–
|
|
|
102
|
M Holdings Securities
Portland,
Oregon
|
$263K
|
–
|
–
|
–
|
|
|
103
|
Atwood & Palmer
Kansas City,
Missouri
|
$262K
|
–
|
–
|
–
|
|
|
104
|
|
$255K
|
+$267K
|
+5,170
|
New
|
|
|
105
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$252K
|
+$3.15K
|
+61
|
+1%
|
|
|
106
|
Bank of Stockton
Stockton,
California
|
$247K
|
–
|
–
|
–
|
|
|
107
|
Excalibur Management
Waltham,
Massachusetts
|
$246K
|
–
|
–
|
–
|
|
|
108
|
Columbus Macro
New Castle,
Pennsylvania
|
$238K
|
–
|
–
|
–
|
|
|
109
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$233K
|
+$52
|
+1
|
+0%
|
|
|
110
|
Signify Wealth
Saint Louis,
Missouri
|
$232K
|
–
|
–
|
–
|
|
|
111
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$231K
|
+$18.6K
|
+360
|
+8%
|
|
|
112
|
Investment House LLC
Redondo Beach,
California
|
$216K
|
–
|
–
|
–
|
|
|
113
|
First Trust Advisors
Wheaton,
Illinois
|
$213K
|
+$223K
|
+4,316
|
New
|
|
|
114
|
Spire Wealth Management
Mclean,
Virginia
|
$172K
|
-$13.7K
|
-265
|
-7%
|
|
|
115
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$153K
|
–
|
–
|
–
|
|
|
116
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$132K
|
+$138K
|
+2,677
|
New
|
|
|
117
|
Disciplined Investments
Tulsa,
Oklahoma
|
$123K
|
–
|
–
|
–
|
|
|
118
|
GeoWealth Management
Chicago,
Illinois
|
$101K
|
+$105K
|
+2,026
|
New
|
|
|
119
|
PrairieView Partners
St. Paul,
Minnesota
|
$98K
|
–
|
–
|
–
|
|
|
120
|
TD Capital Management
Memphis,
Tennessee
|
$97K
|
+$101K
|
+1,961
|
New
|
|
|
121
|
Parallel Advisors
San Francisco,
California
|
$93K
|
+$49.2K
|
+952
|
+103%
|
|
|
122
|
Global Retirement Partners
San Rafael,
California
|
$52K
|
–
|
–
|
–
|
|
|
123
|
IFP Advisors
Tampa,
Florida
|
$52K
|
+$1.24K
|
+24
|
+3%
|
|
|
124
|
Silver Oak Securities
Jackson,
Tennessee
|
$32.3K
|
+$33.3K
|
+644
|
New
|
|
|
125
|
William Blair & Company
Chicago,
Illinois
|
$32K
|
–
|
–
|
–
|
|
