|
201
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$338K
|
-$122K
|
-3,378
|
-26%
|
|
|
202
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$338K
|
+$347K
|
+9,600
|
New
|
|
|
203
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$335K
|
+$135K
|
+3,744
|
+65%
|
|
|
204
|
Archer Investment Corporation
Carmel,
Indiana
|
$333K
|
–
|
–
|
–
|
|
|
205
|
One Day In July LLC
Burlington,
Vermont
|
$326K
|
+$335K
|
+9,270
|
New
|
|
|
206
|
Central Trust Company
Jefferson City,
Missouri
|
$325K
|
+$258K
|
+7,140
|
+340%
|
|
|
207
|
Two Sigma Securities
New York
|
$322K
|
+$331K
|
+9,168
|
New
|
|
|
208
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$322K
|
+$34.2K
|
+948
|
+12%
|
|
|
209
|
Northeast Financial Consultants
Westport,
Connecticut
|
$321K
|
+$1.73K
|
+48
|
+0.5%
|
|
|
210
|
Donor Advised Charitable Giving
San Francisco,
California
|
$321K
|
+$330K
|
+9,132
|
New
|
|
|
211
|
Arkos Global Advisors
Houston,
Texas
|
$317K
|
+$2.38K
|
+66
|
+0.7%
|
|
|
212
|
Highline Wealth Partners
Sherman Oaks,
California
|
$315K
|
+$298K
|
+8,262
|
+1,197%
|
|
|
213
|
BOK Financial Private Wealth
Denver,
Colorado
|
$313K
|
-$443K
|
-12,264
|
-58%
|
|
|
214
|
|
$310K
|
-$57K
|
-1,578
|
-15%
|
|
|
215
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$310K
|
+$318K
|
+8,814
|
New
|
|
|
216
|
Barnett & Company
Chattanooga,
Tennessee
|
$307K
|
+$315K
|
+8,730
|
New
|
|
|
217
|
Beam Wealth Advisors
Covington,
Louisiana
|
$299K
|
+$20.8K
|
+576
|
+7%
|
|
|
218
|
Sierra Capital
Miami,
Florida
|
$293K
|
+$96.4K
|
+2,670
|
+47%
|
|
|
219
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$289K
|
-$7.58K
|
-210
|
-2%
|
|
|
220
|
Halpern Financial
Ashburn,
Virginia
|
$285K
|
–
|
–
|
–
|
|
|
221
|
Dentgroup
Baton Rouge,
Louisiana
|
$285K
|
-$1.95K
|
-54
|
-0.7%
|
|
|
222
|
Avantax Advisory Services
Dallas,
Texas
|
$283K
|
-$32.3K
|
-894
|
-10%
|
|
|
223
|
Calton & Associates
Tampa,
Florida
|
$280K
|
-$5.42K
|
-150
|
-2%
|
|
|
224
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$279K
|
-$11.7K
|
-324
|
-4%
|
|
|
225
|
Lane & Associates
Moorestown,
New Jersey
|
$278K
|
+$286K
|
+7,914
|
New
|
|
