|
126
|
Wealthspire Advisors (New York)
New York
|
$370K
|
–
|
–
|
–
|
|
|
127
|
Prudential Financial
Newark,
New Jersey
|
$366K
|
+$41.4K
|
+418
|
+13%
|
|
|
128
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$358K
|
+$56.8K
|
+574
|
+19%
|
|
|
129
|
Merit Financial Group
Alpharetta,
Georgia
|
$356K
|
-$3.96K
|
-40
|
-1%
|
|
|
130
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$342K
|
+$52.2K
|
+528
|
+18%
|
|
|
131
|
Beacon Pointe Advisors
Newport Beach,
California
|
$337K
|
+$337K
|
+3,406
|
New
|
|
|
132
|
Accel Wealth Management
Waverly,
Iowa
|
$334K
|
-$15.4K
|
-156
|
-4%
|
|
|
133
|
|
$334K
|
+$28.3K
|
+286
|
+9%
|
|
|
134
|
William Blair & Company
Chicago,
Illinois
|
$319K
|
–
|
–
|
–
|
|
|
135
|
55I LLC
Boston,
Massachusetts
|
$317K
|
+$108K
|
+1,090
|
+52%
|
|
|
136
|
PACK Private Wealth
Wayzata,
Minnesota
|
$310K
|
–
|
–
|
–
|
|
|
137
|
Tranquility Partners
Brentwood,
Tennessee
|
$299K
|
–
|
–
|
–
|
|
|
138
|
Raymond James Trust
St. Petersburg,
Florida
|
$278K
|
+$4.16K
|
+42
|
+2%
|
|
|
139
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$276K
|
+$26.9K
|
+272
|
+11%
|
|
|
140
|
Financial Advisors
Andover,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
141
|
Evermay Wealth Management
Arlington,
Virginia
|
$267K
|
+$149K
|
+1,502
|
+126%
|
|
|
142
|
D.A. Davidson & Co
Great Falls,
Montana
|
$267K
|
+$267K
|
+2,700
|
New
|
|
|
143
|
Fidelity Investments
Boston,
Massachusetts
|
$257K
|
-$6.13K
|
-62
|
-2%
|
|
|
144
|
Parametric Portfolio Associates
Seattle,
Washington
|
$250K
|
+$250K
|
+2,524
|
New
|
|
|
145
|
Caprock Group
Boise,
Idaho
|
$249K
|
+$249K
|
+2,514
|
New
|
|
|
146
|
Valeo Financial Advisors
Carmel,
Indiana
|
$244K
|
–
|
–
|
–
|
|
|
147
|
Good Life Advisors
Reading,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
148
|
Northern Trust
Chicago,
Illinois
|
$238K
|
–
|
–
|
–
|
|
|
149
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
150
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$231K
|
+$41.6K
|
+420
|
+22%
|
|
