|
151
|
55I LLC
Boston,
Massachusetts
|
$603K
|
+$613K
|
+7,430
|
New
|
|
|
152
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$594K
|
–
|
–
|
–
|
|
|
153
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$592K
|
-$9.88M
|
-119,803
|
-94%
|
|
|
154
|
Fiduciary Trust
Boston,
Massachusetts
|
$580K
|
–
|
–
|
–
|
|
|
155
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$542K
|
–
|
–
|
–
|
|
|
156
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$531K
|
+$1.16K
|
+14
|
+0.2%
|
|
|
157
|
Level Four Financial
Dallas,
Texas
|
$513K
|
–
|
–
|
–
|
|
|
158
|
Crabel Capital Management
Los Angeles,
California
|
$509K
|
-$142K
|
-1,718
|
-21%
|
|
|
159
|
WealthShield Partners
Cary,
North Carolina
|
$502K
|
+$511K
|
+6,191
|
New
|
|
|
160
|
Innealta Capital
Austin,
Texas
|
$489K
|
+$66.7K
|
+809
|
+15%
|
|
|
161
|
Vivaldi Capital Management
Chicago,
Illinois
|
$487K
|
–
|
–
|
–
|
|
|
162
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$484K
|
+$2.15K
|
+26
|
+0.4%
|
|
|
163
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$482K
|
+$14K
|
+170
|
+3%
|
|
|
164
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$478K
|
-$10.3K
|
-125
|
-2%
|
|
|
165
|
Fidelity Investments
Boston,
Massachusetts
|
$475K
|
+$89.1K
|
+1,080
|
+23%
|
|
|
166
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$471K
|
+$3.55K
|
+43
|
+0.7%
|
|
|
167
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$468K
|
-$292K
|
-3,541
|
-38%
|
|
|
168
|
Mutual Advisors
Omaha,
Nebraska
|
$453K
|
+$461K
|
+5,586
|
New
|
|
|
169
|
MGO One Seven
Beachwood,
Ohio
|
$442K
|
+$46.9K
|
+568
|
+12%
|
|
|
170
|
Barber Financial Group
Lenexa,
Kansas
|
$441K
|
+$3.05K
|
+37
|
+0.7%
|
|
|
171
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$438K
|
-$11.3K
|
-137
|
-2%
|
|
|
172
|
Proficio Capital Partners
Newton,
Massachusetts
|
$438K
|
–
|
–
|
–
|
|
|
173
|
SVB Wealth
Boston,
Massachusetts
|
$421K
|
+$428K
|
+5,192
|
New
|
|
|
174
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$410K
|
–
|
–
|
–
|
|
|
175
|
Lazard Asset Management
New York
|
$405K
|
–
|
–
|
–
|
|
