|
301
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$755K
|
+$161K
|
+4,384
|
+28%
|
|
|
302
|
Petix & Botte Financial
La Mesa,
California
|
$750K
|
+$15.9K
|
+434
|
+2%
|
|
|
303
|
SEI Investments
Oaks,
Pennsylvania
|
$727K
|
+$711K
|
+19,392
|
New
|
|
|
304
|
Avior Wealth Management
Omaha,
Nebraska
|
$719K
|
-$84.9K
|
-2,315
|
-11%
|
|
|
305
|
Mullooly Asset Management
Wall Township,
New Jersey
|
$715K
|
+$11.8K
|
+322
|
+2%
|
|
|
306
|
Portside Wealth Group
Provo,
Utah
|
$712K
|
+$65.6K
|
+1,790
|
+10%
|
|
|
307
|
Financial Advocates Investment Management
Olympia,
Washington
|
$699K
|
-$11K
|
-299
|
-2%
|
|
|
308
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$690K
|
+$13.7K
|
+373
|
+2%
|
|
|
309
|
Modera Wealth Management
Westwood,
New Jersey
|
$680K
|
+$16.3K
|
+445
|
+3%
|
|
|
310
|
Hilltop Holdings
Dallas,
Texas
|
$665K
|
-$238K
|
-6,479
|
-27%
|
|
|
311
|
IHT Wealth Management
Chicago,
Illinois
|
$648K
|
-$125K
|
-3,400
|
-16%
|
|
|
312
|
Whittier Trust
South Pasadena,
California
|
$644K
|
+$573K
|
+15,625
|
+1,002%
|
|
|
313
|
Boreal Capital Management
Miami,
Florida
|
$643K
|
–
|
–
|
–
|
|
|
314
|
Congress Wealth Management
Boston,
Massachusetts
|
$642K
|
+$256K
|
+6,974
|
+69%
|
|
|
315
|
Peak Planning Group
Centennial,
Colorado
|
$629K
|
+$191K
|
+5,197
|
+45%
|
|
|
316
|
Independent Wealth Network
Urbandale,
Iowa
|
$628K
|
-$8.47K
|
-231
|
-1%
|
|
|
317
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$600K
|
–
|
–
|
–
|
|
|
318
|
RFG Advisory
Birmingham,
Alabama
|
$592K
|
+$163K
|
+4,458
|
+39%
|
|
|
319
|
Ausdal Financial Partners
Davenport,
Iowa
|
$592K
|
-$13.7K
|
-373
|
-2%
|
|
|
320
|
Corient Private Wealth
Miami,
Florida
|
$589K
|
+$576K
|
+15,713
|
New
|
|
|
321
|
Wakefield Asset Management
Englewood,
Colorado
|
$589K
|
+$17.3K
|
+473
|
+3%
|
|
|
322
|
Atomi Financial Group
New York
|
$583K
|
+$89.8K
|
+2,448
|
+19%
|
|
|
323
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$558K
|
–
|
–
|
–
|
|
|
324
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$555K
|
-$169K
|
-4,617
|
-24%
|
|
|
325
|
Clarity Capital Partners
Newport Beach,
California
|
$547K
|
-$1.33M
|
-36,235
|
-71%
|
|
