|
151
|
RMR Wealth Builders
Montclair,
New Jersey
|
$630K
|
-$38.7K
|
-858
|
-6%
|
|
|
152
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$629K
|
+$122K
|
+2,700
|
+25%
|
|
|
153
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$600K
|
+$448K
|
+9,918
|
+316%
|
|
|
154
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$589K
|
+$271
|
+6
|
+0%
|
|
|
155
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$585K
|
–
|
–
|
–
|
|
|
156
|
Dopkins Wealth Management
Williamsville,
New York
|
$581K
|
+$27.1K
|
+600
|
+5%
|
|
|
157
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$576K
|
-$131K
|
-2,898
|
-19%
|
|
|
158
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$571K
|
-$77.2K
|
-1,710
|
-12%
|
|
|
159
|
InterOcean Capital Group
Nashville,
Tennessee
|
$569K
|
+$71.5K
|
+1,584
|
+15%
|
|
|
160
|
Wambolt & Associates
Littleton,
Colorado
|
$551K
|
-$19K
|
-420
|
-3%
|
|
|
161
|
Belpointe Asset Management
Reno,
Nevada
|
$545K
|
-$242K
|
-5,370
|
-31%
|
|
|
162
|
Bank of New York Mellon
New York
|
$545K
|
-$150K
|
-3,318
|
-22%
|
|
|
163
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$539K
|
–
|
–
|
–
|
|
|
164
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$532K
|
-$34.4K
|
-762
|
-6%
|
|
|
165
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$527K
|
+$292K
|
+6,474
|
+129%
|
|
|
166
|
Wealthquest
Cincinnati,
Ohio
|
$516K
|
–
|
–
|
–
|
|
|
167
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$511K
|
–
|
–
|
–
|
|
|
168
|
Mercer Global Advisors
Denver,
Colorado
|
$508K
|
-$146K
|
-3,240
|
-23%
|
|
|
169
|
William Blair & Company
Chicago,
Illinois
|
$507K
|
+$391K
|
+8,664
|
+366%
|
|
|
170
|
Retirement Guys Formula
Maumee,
Ohio
|
$504K
|
-$491K
|
-10,884
|
-50%
|
|
|
171
|
Evercore Wealth Management
New York
|
$503K
|
-$121K
|
-2,682
|
-20%
|
|
|
172
|
TD Private Client Wealth
New York
|
$499K
|
+$238K
|
+5,262
|
+94%
|
|
|
173
|
HSBC Holdings
London,
United Kingdom
|
$496K
|
–
|
–
|
–
|
|
|
174
|
Prospera Financial Services
Dallas,
Texas
|
$493K
|
–
|
–
|
–
|
|
|
175
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$487K
|
+$478K
|
+10,590
|
New
|
|
